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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
SWP
201
Strategic Wealth Partners
Ohio
$31.7K
AT
202
Arlington Trust
Alabama
$28.1K
APW
203
Atlantic Private Wealth
North Carolina
$18.6K
OIA
204
Optimum Investment Advisors
Illinois
$18.6K
RFP
205
Root Financial Partners
California
$17.3K
HI
206
Harbour Investments
Wisconsin
$16.4K
MWM
207
MGB Wealth Management
Texas
$16.1K
MEG
208
Millstone Evans Group
Colorado
$15.8K
PA
209
Parallel Advisors
California
$15.5K
CTWM
210
Cherry Tree Wealth Management
Minnesota
$14.9K
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$13.9K
HR
212
Howe & Rusling
New York
$13.8K
TCM
213
Triumph Capital Management
Colorado
$13.5K
WWM
214
Wolff Wiese Magana
California
$13.4K
IF
215
Integrity Financial
Wyoming
$13.1K
HIA
216
HFM Investment Advisors
New Jersey
$12.6K
MFG
217
Mendota Financial Group
Wisconsin
$11.8K
Citigroup
218
Citigroup
New York
$11.3K
CWP
219
Concord Wealth Partners
Virginia
$9.07K
FC
220
Financial Consulate
Maryland
$8.92K
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$8.85K
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$8.7K
CA
223
CoreCap Advisors
Michigan
$7.81K
AssetMark Inc
224
AssetMark Inc
California
$7.81K
BC
225
Barrett & Company
Rhode Island
$5.35K