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iShares US Small Cap Equity Factor ETF

181 hedge funds and large institutions have $1.2B invested in iShares US Small Cap Equity Factor ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
181
Holders Change
+25
Holders Change %
+16.03%
% of All Funds
2.41%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
37
Increased
69
Reduced
44
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFC
151
SYM Financial Corp
Indiana
$92.7K 1,373
BTI
152
Blue Trust Inc
Georgia
$92.3K 1,367 +1,349 +7,494%
Comerica Bank
153
Comerica Bank
Texas
$80K 1,185
BWL
154
Bogart Wealth LLC
Virginia
$67.6K 1,001
CT
155
Colonial Trust
South Carolina
$64.1K 950 -50 -5%
AF
156
Allworth Financial
California
$63.2K 888 +59 +7%
MFG
157
Mendota Financial Group
Wisconsin
$51K 756
CTC
158
Central Trust Company
Missouri
$50.8K 753
FFA
159
Founders Financial Alliance
North Carolina
$47K 697 +2 +0.3%
PTC
160
Private Trust Company
Ohio
$44.3K 656 +121 +23%
MCM
161
MAI Capital Management
Ohio
$41.6K 616 +616 New
MAM
162
Morse Asset Management
Connecticut
$38.4K 569 +569 New
SRCM
163
Signature Resources Capital Management
California
$37K 548
GWS
164
Glassman Wealth Services
Virginia
$32.7K 485
CWP
165
Concord Wealth Partners
Virginia
$29.8K 441 +246 +126%
VWM
166
Venturi Wealth Management
Texas
$27.4K 407 +68 +20%
AT
167
Arlington Trust
Alabama
$25.5K 378
AWM
168
Abound Wealth Management
Tennessee
$23K 341 +341 New
Qube Research & Technologies (QRT)
169
Qube Research & Technologies (QRT)
United Kingdom
$20.5K 304 +90 +42%
OIA
170
Optimum Investment Advisors
Illinois
$16.9K 250
PS
171
Principal Securities
Iowa
$14.9K 220 +190 +633%
MWM
172
MGB Wealth Management
Texas
$14.6K 216
HR
173
Howe & Rusling
New York
$14.4K 213 +213 New
MEG
174
Millstone Evans Group
Colorado
$14.3K 212 +212 New
WWM
175
Wolff Wiese Magana
California
$12.2K 180