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iShares US Small Cap Equity Factor ETF

237 hedge funds and large institutions have $1.98B invested in iShares US Small Cap Equity Factor ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 53 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 8

98% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 53

34% more capital invested

Capital invested by funds: $1.48B → $1.98B (+$498M)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

10% more funds holding

Funds holding: 215237 (+22)

2.69% more ownership

Funds ownership: 81.68%84.38% (+2.7%)

Holders
237
Holders Change
+22
Holders Change %
+10.23%
% of All Funds
3.11%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
32
Increased
105
Reduced
53
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
126
Washington Trust
Rhode Island
$743K
IAS
127
Integrity Advisory Solutions
Texas
$710K +$683K +9,546 New
M1FG
128
Mach-1 Financial Group
Arkansas
$710K +$683K +9,546 New
HWP
129
Hibernia Wealth Partners
Louisiana
$673K -$624K -8,727 -49%
CAL
130
Capital Advisors Ltd
Ohio
$671K +$1.43K +20 +0.2%
PPC
131
Park Place Capital
Alabama
$660K +$2.08K +29 +0.3%
LWA
132
LifeGoal Wealth Advisors
New York
$626K -$1.68M -23,512 -74%
RFN
133
Redwood Financial Network
Ohio
$604K +$136K +1,895 +30%
SPC
134
Sigma Planning Corp
Michigan
$567K +$74.8K +1,046 +16%
RF
135
RHS Financial
California
$564K +$96.2K +1,344 +22%
Creative Planning
136
Creative Planning
Kansas
$541K +$22.3K +311 +4%
WANY
137
Wealthspire Advisors (New York)
New York
$528K +$143 +2 +0%
OIA
138
OneDigital Investment Advisors
Kansas
$496K +$286 +4 +0.1%
AWE
139
Avidian Wealth Enterprises
Texas
$489K +$10K +140 +2%
GSEP
140
Golden State Equity Partners
California
$472K +$4.72K +66 +1%
SAM
141
Synergy Asset Management
Washington
$470K +$247K +3,456 +100%
PCM
142
Parsons Capital Management
Rhode Island
$469K +$451K +6,308 New
EA
143
Ergawealth Advisors
Illinois
$463K -$13.7K -192 -3%
SEIA
144
Signature Estate & Investment Advisors
California
$452K -$94K -1,314 -18%
DAS
145
Diversify Advisory Services
Utah
$449K -$171K -2,388 -28%
FFA
146
First Foundation Advisors
California
$448K
DWP
147
Destiny Wealth Partners
Florida
$437K
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$434K -$274K -3,823 -40%
DT
149
Diversified Trust
Tennessee
$392K
IAA
150
Independent Advisor Alliance
North Carolina
$389K