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iShares US Small Cap Equity Factor ETF

268 hedge funds and large institutions have $2.73B invested in iShares US Small Cap Equity Factor ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 120 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$317K
Puts
$174K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RF
151
RHS Financial
California
$681K
PPC
152
Park Place Capital
Alabama
$674K
BWM
153
BKM Wealth Management
Wisconsin
$665K
LWA
154
LifeGoal Wealth Advisors
New York
$639K
Creative Planning
155
Creative Planning
Kansas
$618K
CW
156
CreativeOne Wealth
Kansas
$597K
WANY
157
Wealthspire Advisors (New York)
New York
$545K
OIA
158
OneDigital Investment Advisors
Kansas
$504K
AWE
159
Avidian Wealth Enterprises
Texas
$501K
LAS
160
LWM Advisory Services
Florida
$498K
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$481K
LIM
162
Leavell Investment Management
Alabama
$475K
GSEP
163
Golden State Equity Partners
California
$466K
FFA
164
First Foundation Advisors
California
$455K
UBS AM
165
UBS AM
Illinois
$451K
DWP
166
Destiny Wealth Partners
Florida
$444K
REMPR
167
Roof Eidam Maycock Peralta (REMP)
California
$426K
AWM
168
Apollon Wealth Management
South Carolina
$424K
SEIA
169
Signature Estate & Investment Advisors
California
$409K
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$406K
EA
171
Ergawealth Advisors
Illinois
$396K
Members Trust
172
Members Trust
Florida
$389K
JAG
173
Journey Advisory Group
Kentucky
$383K
VW
174
Veridan Wealth
Oregon
$373K
MWM
175
Mascagni Wealth Management
Mississippi
$367K