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iShares US Small Cap Equity Factor ETF

192 hedge funds and large institutions have $1.44B invested in iShares US Small Cap Equity Factor ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
2.61%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.2%
New
31
Increased
75
Reduced
55
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CW
126
Channel Wealth
California
$361K 5,800 +928 +19%
GSC
127
Ground Swell Capital
South Carolina
$342K 5,506 +5,506 New
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$331K 5,326 +291 +6%
PAS
129
Park Avenue Securities
New York
$329K 5,289 -523 -9%
DT
130
Diversified Trust
Tennessee
$328K 5,270
IAA
131
Independent Advisor Alliance
North Carolina
$325K 5,228 +5,228 New
AWM
132
Apollon Wealth Management
South Carolina
$321K 5,157 -200 -4%
WFAG
133
Wescott Financial Advisory Group
Pennsylvania
$314K 5,049 -2,811 -36%
Mariner
134
Mariner
Kansas
$311K 5,007 -2,712 -35%
BIG
135
Brookwood Investment Group
Arizona
$303K 4,881 +4,881 New
APW
136
Aurora Private Wealth
New Jersey
$279K 4,490 +4,490 New
EFA
137
Edge Financial Advisors
Illinois
$270K 4,338 +12 +0.3%
ACA
138
Aptus Capital Advisors
Alabama
$258K 4,149 -1,248 -23%
TP
139
Tranquility Partners
Tennessee
$244K 3,924 -212 -5%
VW
140
Veridan Wealth
Oregon
$232K 3,726 -762 -17%
HighTower Advisors
141
HighTower Advisors
Illinois
$222K 3,579 +459 +15%
WFC
142
Western Financial Corp
California
$222K 3,571 +2 +0.1%
BBHC
143
Brown Brothers Harriman & Co
New York
$222K 3,564 -14,929 -81%
KPWM
144
KDK Private Wealth Management
Texas
$218K 3,503
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$211K 3,401 +684 +25%
AF
146
Advisornet Financial
Minnesota
$210K 3,385 +3,385 New
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$209K 2,885
CTA
148
Colonial Trust Advisors
South Carolina
$207K 3,333
MW
149
Maia Wealth
Colorado
$207K 3,555 +3,555 New
GS
150
GWN Securities
Florida
$201K 3,234 +3,234 New