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iShares US Small Cap Equity Factor ETF

213 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, 85 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+21
Holders Change %
+10.94%
% of All Funds
2.86%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
41
Increased
85
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
176
GPS Wealth Strategies Group
Colorado
$48.1K +$44.2K +650 +1,121%
FFA
177
Founders Financial Alliance
North Carolina
$47.6K +$136 +2 +0.3%
MCM
178
MAI Capital Management
Ohio
$40.9K -$951 -14 -2%
MAM
179
Morse Asset Management
Connecticut
$37.8K -$815 -12 -2%
SRCM
180
Signature Resources Capital Management
California
$37.2K
GWS
181
Glassman Wealth Services
Virginia
$33K
CFD
182
Creative Financial Designs
Indiana
$31.2K +$31.2K +459 New
SWP
183
Strategic Wealth Partners
Ohio
$28.9K +$28.9K +426 New
AT
184
Arlington Trust
Alabama
$25.7K
AAS
185
Ameritas Advisory Services
Nebraska
$20.9K +$20.9K +308 New
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$18.7K +$18.7K +275 New
APW
187
Atlantic Private Wealth
North Carolina
$17K +$17K +250 New
OIA
188
Optimum Investment Advisors
Illinois
$17K
AWM
189
AE Wealth Management
Kansas
$16.1K +$1.09K +16 +7%
HIA
190
HFM Investment Advisors
New Jersey
$14.7K +$3.27K +48 +29%
MWM
191
MGB Wealth Management
Texas
$14.7K
MEG
192
Millstone Evans Group
Colorado
$14.4K
CTWM
193
Cherry Tree Wealth Management
Minnesota
$13.7K +$13.7K +201 New
HR
194
Howe & Rusling
New York
$12.6K
WWM
195
Wolff Wiese Magana
California
$12.2K
IF
196
Integrity Financial
Wyoming
$12K +$2.31K +34 +24%
MFG
197
Mendota Financial Group
Wisconsin
$10.7K
CA
198
CoreCap Advisors
Michigan
$10.7K +$10.7K +157 New
CWP
199
Concord Wealth Partners
Virginia
$8.29K -$21.6K -318 -72%
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$8.09K +$8.09K +119 New