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iShares US Small Cap Equity Factor ETF

234 hedge funds and large institutions have $1.98B invested in iShares US Small Cap Equity Factor ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 105 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
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
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$385K
Members Trust
152
Members Trust
Florida
$383K
LIM
153
Leavell Investment Management
Alabama
$378K
AWM
154
Apollon Wealth Management
South Carolina
$374K
CL
155
Choreo LLC
Illinois
$362K
WFAG
156
Wescott Financial Advisory Group
Pennsylvania
$355K
Comerica Bank
157
Comerica Bank
Texas
$324K
ACA
158
Aptus Capital Advisors
Alabama
$310K
AWM
159
AE Wealth Management
Kansas
$306K
XPN
160
XY Planning Network
Montana
$294K
TP
161
Tranquility Partners
Tennessee
$292K
MWM
162
Mascagni Wealth Management
Mississippi
$288K
RWB
163
RMR Wealth Builders
New Jersey
$285K
TCBWMS
164
Texas Capital Bank Wealth Management Services
Texas
$282K
VW
165
Veridan Wealth
Oregon
$269K
BNP Paribas Financial Markets
166
BNP Paribas Financial Markets
France
$268K
BBHC
167
Brown Brothers Harriman & Co
New York
$265K
ECA
168
Elevate Capital Advisors
Colorado
$265K
MW
169
Maia Wealth
Colorado
$264K
KPWM
170
KDK Private Wealth Management
Texas
$260K
TFP
171
Traction Financial Partners
Wyoming
$260K
EW
172
Elyxium Wealth
California
$257K
AWA
173
Arkadios Wealth Advisors
Georgia
$255K
GS
174
GWN Securities
Florida
$251K
CTA
175
Colonial Trust Advisors
South Carolina
$240K