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iShares US Small Cap Equity Factor ETF

237 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 32 funds opening new positions, 105 increasing their positions, 53 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 8

98% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 53

34% more capital invested

Capital invested by funds: $1.48B → $1.98B (+$498M)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

10% more funds holding

Funds holding: 215237 (+22)

2.69% more ownership

Funds ownership: 81.68%84.38% (+2.7%)

Holders
237
Holders Change
+22
Holders Change %
+10.23%
% of All Funds
3.11%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
32
Increased
105
Reduced
53
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$385K +$125K +1,742 +51%
Members Trust
152
Members Trust
Florida
$383K +$368K +5,149 New
LIM
153
Leavell Investment Management
Alabama
$378K +$72K +1,007 +25%
AWM
154
Apollon Wealth Management
South Carolina
$374K +$72 +1 +0%
CL
155
Choreo LLC
Illinois
$362K -$14.7K -206 -4%
WFAG
156
Wescott Financial Advisory Group
Pennsylvania
$355K -$15.8K -221 -4%
Comerica Bank
157
Comerica Bank
Texas
$324K
ACA
158
Aptus Capital Advisors
Alabama
$310K +$572 +8 +0.2%
AWM
159
AE Wealth Management
Kansas
$306K +$277K +3,878 +1,636%
XPN
160
XY Planning Network
Montana
$294K
TP
161
Tranquility Partners
Tennessee
$292K
MWM
162
Mascagni Wealth Management
Mississippi
$288K -$30.9K -432 -10%
RWB
163
RMR Wealth Builders
New Jersey
$285K -$99.1K -1,385 -27%
TCBWMS
164
Texas Capital Bank Wealth Management Services
Texas
$282K
VW
165
Veridan Wealth
Oregon
$269K +$259K +3,616 New
BNP Paribas Financial Markets
166
BNP Paribas Financial Markets
France
$268K +$258K +3,600 New
BBHC
167
Brown Brothers Harriman & Co
New York
$265K
ECA
168
Elevate Capital Advisors
Colorado
$265K +$255K +3,562 New
MW
169
Maia Wealth
Colorado
$264K
KPWM
170
KDK Private Wealth Management
Texas
$260K
TFP
171
Traction Financial Partners
Wyoming
$260K +$4.87K +68 +2%
EW
172
Elyxium Wealth
California
$257K +$247K +3,458 New
AWA
173
Arkadios Wealth Advisors
Georgia
$255K +$18K +252 +8%
GS
174
GWN Securities
Florida
$251K +$1.57K +22 +0.7%
CTA
175
Colonial Trust Advisors
South Carolina
$240K -$2.5K -35 -1%