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iShares US Small Cap Equity Factor ETF

213 hedge funds and large institutions have $1.48B invested in iShares US Small Cap Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+21
Holders Change %
+10.94%
% of All Funds
2.86%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
41
Increased
85
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCBWMS
151
Texas Capital Bank Wealth Management Services
Texas
$258K +$258K +3,796 New
BBHC
152
Brown Brothers Harriman & Co
New York
$242K
MW
153
Maia Wealth
Colorado
$242K
KPWM
154
KDK Private Wealth Management
Texas
$238K
SAM
155
Synergy Asset Management
Washington
$235K +$235K +3,456 New
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$234K +$2.65K +39 +1%
TFP
157
Traction Financial Partners
Wyoming
$233K +$233K +3,429 New
GS
158
GWN Securities
Florida
$228K +$7.84K +115 +4%
WIA
159
World Investment Advisors
California
$227K +$227K +3,337 New
CTA
160
Colonial Trust Advisors
South Carolina
$221K -$5.1K -75 -2%
AWA
161
Arkadios Wealth Advisors
Georgia
$216K +$216K +3,183 New
CB
162
Cadence Bank
Mississippi
$215K +$215K +3,160 New
DAS
163
Dynamic Advisor Solutions
Arizona
$206K +$206K +3,031 New
AF
164
Advisornet Financial
Minnesota
$203K -$27.4K -403 -12%
BIA
165
Bell Investment Advisors
California
$160K +$160K +2,361 New
UBS AM
166
UBS AM
Illinois
$116K +$116K +1,707 New
CTC
167
Central Trust Company
Missouri
$102K +$51.3K +755 +100%
SAM
168
S.A. Mason
Michigan
$99.5K
PTC
169
Private Trust Company
Ohio
$89.8K +$9.11K +134 +11%
SFC
170
SYM Financial Corp
Indiana
$83.6K
William Blair & Company
171
William Blair & Company
Illinois
$70.9K -$353K -5,192 -83%
BWL
172
Bogart Wealth LLC
Virginia
$68K
CT
173
Colonial Trust
South Carolina
$57.8K -$6.8K -100 -11%
Citigroup
174
Citigroup
New York
$50.8K +$50.8K +748 New
AF
175
Allworth Financial
California
$50.2K -$5.37K -79 -10%