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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
IA
176
IFG Advisory
Georgia
$239K
CB
177
Cadence Bank
Mississippi
$235K
AF
178
Advisornet Financial
Minnesota
$232K
DAS
179
Dynamic Advisor Solutions
Arizona
$230K
CTC
180
Central Trust Company
Missouri
$229K
JWM
181
JGP Wealth Management
Oregon
$220K
P
182
&Partners
Tennessee
$217K
EFA
183
Edge Financial Advisors
Illinois
$202K
BIA
184
Bell Investment Advisors
California
$171K
SAM
185
S.A. Mason
Michigan
$109K
CFP
186
Comprehensive Financial Planning
Pennsylvania
$108K
PTC
187
Private Trust Company
Ohio
$104K
Franklin Resources
188
Franklin Resources
California
$96K
SS
189
Sunbelt Securities
Texas
$85.2K
William Blair & Company
190
William Blair & Company
Illinois
$75.4K
BWL
191
Bogart Wealth LLC
Virginia
$74.4K
CT
192
Colonial Trust
South Carolina
$63.2K
SFC
193
SYM Financial Corp
Indiana
$60.6K
GWSG
194
GPS Wealth Strategies Group
Colorado
$52.6K
FFA
195
Founders Financial Alliance
North Carolina
$52.1K
MCM
196
MAI Capital Management
Ohio
$44.8K
MAM
197
Morse Asset Management
Connecticut
$41.4K
GWS
198
Glassman Wealth Services
Virginia
$36.1K
CFD
199
Creative Financial Designs
Indiana
$34.2K
KFPC
200
KERR FINANCIAL PLANNING Corp
California
$32.8K