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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
Comerica Bank
151
Comerica Bank
Texas
$146K
AG
152
AmeriFlex Group
Nevada
$126K
SAM
153
S.A. Mason
Michigan
$91.1K
BCWM
154
Bartlett & Co Wealth Management
Ohio
$88.1K
BTI
155
Blue Trust Inc
Georgia
$85K
SFC
156
SYM Financial Corp
Indiana
$76.5K
PTC
157
Private Trust Company
Ohio
$73.8K
BWL
158
Bogart Wealth LLC
Virginia
$62.2K
CT
159
Colonial Trust
South Carolina
$59.1K
AF
160
Allworth Financial
California
$49.5K
CTC
161
Central Trust Company
Missouri
$46.8K
FFA
162
Founders Financial Alliance
North Carolina
$43.4K
MCM
163
MAI Capital Management
Ohio
$38.3K
MAM
164
Morse Asset Management
Connecticut
$35.4K
FNWM
165
Financial Network Wealth Management
Utah
$35K
SRCM
166
Signature Resources Capital Management
California
$34.1K
GWS
167
Glassman Wealth Services
Virginia
$30.1K
SWM
168
Spire Wealth Management
Virginia
$28.2K
CWP
169
Concord Wealth Partners
Virginia
$27.4K
AT
170
Arlington Trust
Alabama
$23.5K
AWM
171
Abound Wealth Management
Tennessee
$21.2K
OIA
172
Optimum Investment Advisors
Illinois
$15.5K
PS
173
Principal Securities
Iowa
$14.8K
AWM
174
AE Wealth Management
Kansas
$13.7K
MWM
175
MGB Wealth Management
Texas
$13.4K