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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.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
126
Channel Wealth
California
$361K
GSC
127
Ground Swell Capital
South Carolina
$342K
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$331K
PAS
129
Park Avenue Securities
New York
$329K
DT
130
Diversified Trust
Tennessee
$328K
IAA
131
Independent Advisor Alliance
North Carolina
$325K
AWM
132
Apollon Wealth Management
South Carolina
$321K
WFAG
133
Wescott Financial Advisory Group
Pennsylvania
$314K
Mariner
134
Mariner
Kansas
$311K
BIG
135
Brookwood Investment Group
Arizona
$303K
APW
136
Aurora Private Wealth
New Jersey
$279K
EFA
137
Edge Financial Advisors
Illinois
$270K
ACA
138
Aptus Capital Advisors
Alabama
$258K
TP
139
Tranquility Partners
Tennessee
$244K
VW
140
Veridan Wealth
Oregon
$232K
HighTower Advisors
141
HighTower Advisors
Illinois
$222K
WFC
142
Western Financial Corp
California
$222K
BBHC
143
Brown Brothers Harriman & Co
New York
$222K
KPWM
144
KDK Private Wealth Management
Texas
$218K
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$211K
AF
146
Advisornet Financial
Minnesota
$210K
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$209K
CTA
148
Colonial Trust Advisors
South Carolina
$207K
MW
149
Maia Wealth
Colorado
$207K
GS
150
GWN Securities
Florida
$201K