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iShares US Small Cap Equity Factor ETF

212 hedge funds and large institutions have $1.47B invested in iShares US Small Cap Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 85 increasing their positions, 54 reducing their positions, and 15 closing their positions.

Holders
212
Holders Change
+20
Holders Change %
+10.42%
% of All Funds
2.85%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
40
Increased
85
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BBHC
151
Brown Brothers Harriman & Co
New York
$242K 3,564
MW
152
Maia Wealth
Colorado
$242K 3,555
KPWM
153
KDK Private Wealth Management
Texas
$238K 3,503
SAM
154
Synergy Asset Management
Washington
$235K 3,456 +3,456 New
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$234K 3,440 +39 +1%
TFP
156
Traction Financial Partners
Wyoming
$233K 3,429 +3,429 New
GS
157
GWN Securities
Florida
$228K 3,349 +115 +4%
WIA
158
World Investment Advisors
California
$227K 3,337 +3,337 New
CTA
159
Colonial Trust Advisors
South Carolina
$221K 3,258 -75 -2%
AWA
160
Arkadios Wealth Advisors
Georgia
$216K 3,183 +3,183 New
CB
161
Cadence Bank
Mississippi
$215K 3,160 +3,160 New
DAS
162
Dynamic Advisor Solutions
Arizona
$206K 3,031 +3,031 New
AF
163
Advisornet Financial
Minnesota
$203K 2,982 -403 -12%
BIA
164
Bell Investment Advisors
California
$160K 2,361 +2,361 New
UBS AM
165
UBS AM
Illinois
$116K 1,707 +1,707 New
CTC
166
Central Trust Company
Missouri
$102K 1,508 +755 +100%
SAM
167
S.A. Mason
Michigan
$99.5K 1,465
PTC
168
Private Trust Company
Ohio
$89.8K 1,321 +134 +11%
SFC
169
SYM Financial Corp
Indiana
$83.6K 1,231
William Blair & Company
170
William Blair & Company
Illinois
$70.9K 1,044 -5,192 -83%
BWL
171
Bogart Wealth LLC
Virginia
$68K 1,001
CT
172
Colonial Trust
South Carolina
$57.8K 850 -100 -11%
Citigroup
173
Citigroup
New York
$50.8K 748 +748 New
AF
174
Allworth Financial
California
$50.2K 738 -79 -10%
GWSG
175
GPS Wealth Strategies Group
Colorado
$48.1K 708 +650 +1,121%