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iShares US Small Cap Equity Factor ETF

214 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, 86 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$28.6M
2 +$22.6M
3 +$22.3M
4
Wells Fargo
Wells Fargo
California
+$13.2M
5
Bank of America
Bank of America
North Carolina
+$12.5M

Top Sellers

1 -$243M
2 -$22.6M
3 -$8.17M
4
Jane Street
Jane Street
New York
-$7.15M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
151
Texas Capital Bank Wealth Management Services
Texas
$258K
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
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$234K
TFP
157
Traction Financial Partners
Wyoming
$233K
GS
158
GWN Securities
Florida
$228K
WIA
159
World Investment Advisors
California
$227K
CTA
160
Colonial Trust Advisors
South Carolina
$221K
AWA
161
Arkadios Wealth Advisors
Georgia
$216K
CB
162
Cadence Bank
Mississippi
$215K
DAS
163
Dynamic Advisor Solutions
Arizona
$206K
AF
164
Advisornet Financial
Minnesota
$203K
BIA
165
Bell Investment Advisors
California
$160K
UBS AM
166
UBS AM
Illinois
$116K
CTC
167
Central Trust Company
Missouri
$102K
SAM
168
S.A. Mason
Michigan
$99.5K
PTC
169
Private Trust Company
Ohio
$89.8K
SFC
170
SYM Financial Corp
Indiana
$83.6K
William Blair & Company
171
William Blair & Company
Illinois
$70.9K
BWL
172
Bogart Wealth LLC
Virginia
$68K
CT
173
Colonial Trust
South Carolina
$57.8K
Citigroup
174
Citigroup
New York
$50.8K
AF
175
Allworth Financial
California
$50.2K