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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 %
AssetMark Inc
201
AssetMark Inc
California
$6.46K 95 +95 New
Qube Research & Technologies (QRT)
202
Qube Research & Technologies (QRT)
United Kingdom
$5.16K 76 +76 New
BC
203
Barrett & Company
Rhode Island
$4.89K 72
IA
204
IFP Advisors
Florida
$4.84K 71
PPA
205
Painted Porch Advisors
California
$4.42K 65
SS
206
Sunbelt Securities
Texas
$3.78K 56 +5 +10%
GWM
207
Geneos Wealth Management
Colorado
$3.4K 50 +50 New
AC
208
AlphaCore Capital
California
$3.24K 48
CAM
209
Costello Asset Management
Pennsylvania
$2.74K 40
PA
210
Parallel Advisors
California
$2.5K 37 +37 New
HI
211
Harbour Investments
Wisconsin
$1.97K 29 +29 New
SIS
212
Sound Income Strategies
Florida
$544 8 +8 New
SFS
213
Searcy Financial Services
Kansas
-362,787 Closed
SC
214
Sepio Capital
Utah
-15,441 Closed
FLPIM
215
F.L. Putnam Investment Management
Massachusetts
-6,982 Closed
AWS
216
Atria Wealth Solutions
New York
-6,203 Closed
GSC
217
Ground Swell Capital
South Carolina
-5,506 Closed
BIG
218
Brookwood Investment Group
Arizona
-4,881 Closed
EFA
219
Edge Financial Advisors
Illinois
-4,338 Closed
WFC
220
Western Financial Corp
California
-3,571 Closed
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
-2,885 Closed
BCWM
222
Bartlett & Co Wealth Management
Ohio
-1,418 Closed
BTI
223
Blue Trust Inc
Georgia
-1,367 Closed
SWM
224
Spire Wealth Management
Virginia
-454 Closed
AWM
225
Abound Wealth Management
Tennessee
-341 Closed