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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 %
AG
201
AmeriFlex Group
Nevada
$6.48K -$130K -1,928 -95%
AssetMark Inc
202
AssetMark Inc
California
$6.46K +$6.46K +95 New
Qube Research & Technologies (QRT)
203
Qube Research & Technologies (QRT)
United Kingdom
$5.16K +$5.16K +76 New
BC
204
Barrett & Company
Rhode Island
$4.89K
IA
205
IFP Advisors
Florida
$4.84K
PPA
206
Painted Porch Advisors
California
$4.42K
SS
207
Sunbelt Securities
Texas
$3.78K +$338 +5 +10%
GWM
208
Geneos Wealth Management
Colorado
$3.4K +$3.4K +50 New
AC
209
AlphaCore Capital
California
$3.24K
CAM
210
Costello Asset Management
Pennsylvania
$2.74K
PA
211
Parallel Advisors
California
$2.5K +$2.5K +37 New
HI
212
Harbour Investments
Wisconsin
$1.97K +$1.97K +29 New
SIS
213
Sound Income Strategies
Florida
$544 +$544 +8 New
SFS
214
Searcy Financial Services
Kansas
-$22.6M -362,787 Closed
SC
215
Sepio Capital
Utah
-$960K -15,441 Closed
FLPIM
216
F.L. Putnam Investment Management
Massachusetts
-$434K -6,982 Closed
AWS
217
Atria Wealth Solutions
New York
-$386K -6,203 Closed
GSC
218
Ground Swell Capital
South Carolina
-$342K -5,506 Closed
BIG
219
Brookwood Investment Group
Arizona
-$303K -4,881 Closed
EFA
220
Edge Financial Advisors
Illinois
-$270K -4,338 Closed
WFC
221
Western Financial Corp
California
-$222K -3,571 Closed
Thrivent Financial for Lutherans
222
Thrivent Financial for Lutherans
Minnesota
-$209K -2,885 Closed
BCWM
223
Bartlett & Co Wealth Management
Ohio
-$88.1K -1,418 Closed
BTI
224
Blue Trust Inc
Georgia
-$85K -1,367 Closed
SWM
225
Spire Wealth Management
Virginia
-$28.2K -454 Closed