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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 %
Comerica Bank
151
Comerica Bank
Texas
$146K 2,349 +1,164 +98%
AG
152
AmeriFlex Group
Nevada
$126K 2,024
SAM
153
S.A. Mason
Michigan
$91.1K 1,465
BCWM
154
Bartlett & Co Wealth Management
Ohio
$88.1K 1,418 +1,418 New
BTI
155
Blue Trust Inc
Georgia
$85K 1,367
SFC
156
SYM Financial Corp
Indiana
$76.5K 1,231 -142 -10%
PTC
157
Private Trust Company
Ohio
$73.8K 1,187 +531 +81%
BWL
158
Bogart Wealth LLC
Virginia
$62.2K 1,001
CT
159
Colonial Trust
South Carolina
$59.1K 950
AF
160
Allworth Financial
California
$49.5K 817 -71 -8%
CTC
161
Central Trust Company
Missouri
$46.8K 753
FFA
162
Founders Financial Alliance
North Carolina
$43.4K 698 +1 +0.1%
MCM
163
MAI Capital Management
Ohio
$38.3K 616
MAM
164
Morse Asset Management
Connecticut
$35.4K 569
FNWM
165
Financial Network Wealth Management
Utah
$35K 566 +566 New
SRCM
166
Signature Resources Capital Management
California
$34.1K 548
GWS
167
Glassman Wealth Services
Virginia
$30.1K 485
SWM
168
Spire Wealth Management
Virginia
$28.2K 454 +454 New
CWP
169
Concord Wealth Partners
Virginia
$27.4K 440 -1 -0.2%
AT
170
Arlington Trust
Alabama
$23.5K 378
AWM
171
Abound Wealth Management
Tennessee
$21.2K 341
OIA
172
Optimum Investment Advisors
Illinois
$15.5K 250
PS
173
Principal Securities
Iowa
$14.9K 220
AWM
174
AE Wealth Management
Kansas
$13.7K 221 +221 New
MWM
175
MGB Wealth Management
Texas
$13.4K 216