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iShares US Small Cap Equity Factor ETF

212 hedge funds and large institutions have $1.47B invested in iShares US Small Cap Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 85 increasing their positions, 54 reducing their positions, and 15 closing their positions.

Holders
212
Holders Change
+20
Holders Change %
+10.42%
% of All Funds
2.85%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
40
Increased
85
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FFA
176
Founders Financial Alliance
North Carolina
$47.6K 700 +2 +0.3%
MCM
177
MAI Capital Management
Ohio
$40.9K 602 -14 -2%
MAM
178
Morse Asset Management
Connecticut
$37.8K 557 -12 -2%
SRCM
179
Signature Resources Capital Management
California
$37.2K 548
GWS
180
Glassman Wealth Services
Virginia
$33K 485
CFD
181
Creative Financial Designs
Indiana
$31.2K 459 +459 New
SWP
182
Strategic Wealth Partners
Ohio
$28.9K 426 +426 New
AT
183
Arlington Trust
Alabama
$25.7K 378
AAS
184
Ameritas Advisory Services
Nebraska
$20.9K 308 +308 New
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$18.7K 275 +275 New
APW
186
Atlantic Private Wealth
North Carolina
$17K 250 +250 New
OIA
187
Optimum Investment Advisors
Illinois
$17K 250
AWM
188
AE Wealth Management
Kansas
$16.1K 237 +16 +7%
HIA
189
HFM Investment Advisors
New Jersey
$14.7K 216 +48 +29%
MWM
190
MGB Wealth Management
Texas
$14.7K 216
MEG
191
Millstone Evans Group
Colorado
$14.4K 212
CTWM
192
Cherry Tree Wealth Management
Minnesota
$13.7K 201 +201 New
HR
193
Howe & Rusling
New York
$12.6K 185
WWM
194
Wolff Wiese Magana
California
$12.2K 180
IF
195
Integrity Financial
Wyoming
$12K 176 +34 +24%
MFG
196
Mendota Financial Group
Wisconsin
$10.7K 158
CA
197
CoreCap Advisors
Michigan
$10.7K 157 +157 New
CWP
198
Concord Wealth Partners
Virginia
$8.29K 122 -318 -72%
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$8.09K 119 +119 New
AG
200
AmeriFlex Group
Nevada
$6.48K 96 -1,928 -95%