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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
IA
176
IFG Advisory
Georgia
$239K +$230K +3,214 New
CB
177
Cadence Bank
Mississippi
$235K
AF
178
Advisornet Financial
Minnesota
$232K +$10.3K +144 +5%
DAS
179
Dynamic Advisor Solutions
Arizona
$230K +$4.22K +59 +2%
CTC
180
Central Trust Company
Missouri
$229K +$112K +1,568 +104%
JWM
181
JGP Wealth Management
Oregon
$220K +$210K +2,941 New
P
182
&Partners
Tennessee
$217K +$209K +2,920 New
EFA
183
Edge Financial Advisors
Illinois
$202K +$195K +2,723 New
BIA
184
Bell Investment Advisors
California
$171K -$4.51K -63 -3%
SAM
185
S.A. Mason
Michigan
$109K
CFP
186
Comprehensive Financial Planning
Pennsylvania
$108K +$104K +1,454 New
PTC
187
Private Trust Company
Ohio
$104K +$5.87K +82 +6%
Franklin Resources
188
Franklin Resources
California
$96K +$92.4K +1,291 New
SS
189
Sunbelt Securities
Texas
$85.2K +$78K +1,090 +1,946%
William Blair & Company
190
William Blair & Company
Illinois
$75.4K -$2.15K -30 -3%
BWL
191
Bogart Wealth LLC
Virginia
$74.4K
CT
192
Colonial Trust
South Carolina
$63.2K
SFC
193
SYM Financial Corp
Indiana
$60.6K -$29.8K -416 -34%
GWSG
194
GPS Wealth Strategies Group
Colorado
$52.6K
FFA
195
Founders Financial Alliance
North Carolina
$52.1K +$72 +1 +0.1%
MCM
196
MAI Capital Management
Ohio
$44.8K
AF
197
Allworth Financial
California
$41.8K -$12.6K -176 -24%
MAM
198
Morse Asset Management
Connecticut
$41.4K
GWS
199
Glassman Wealth Services
Virginia
$36.1K
CFD
200
Creative Financial Designs
Indiana
$34.2K +$72 +1 +0.2%