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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
KFP
201
Kerr Financial Planning
California
$32.8K +$32.4K +453 New
SWP
202
Strategic Wealth Partners
Ohio
$31.7K
MWA
203
Medallion Wealth Advisors
Connecticut
$31.2K
AT
204
Arlington Trust
Alabama
$28.1K
APW
205
Atlantic Private Wealth
North Carolina
$18.6K
OIA
206
Optimum Investment Advisors
Illinois
$18.6K
RFP
207
Root Financial Partners
California
$17.3K +$16.7K +233 New
HI
208
Harbour Investments
Wisconsin
$16.4K +$13.7K +192 +662%
MWM
209
MGB Wealth Management
Texas
$16.1K
MEG
210
Millstone Evans Group
Colorado
$15.8K
PA
211
Parallel Advisors
California
$15.5K +$12.2K +171 +462%
CTWM
212
Cherry Tree Wealth Management
Minnesota
$14.9K
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$13.9K +$13.4K +187 New
HR
214
Howe & Rusling
New York
$13.8K
WWM
215
Wolff Wiese Magana
California
$13.4K
IF
216
Integrity Financial
Wyoming
$13.1K
HIA
217
HFM Investment Advisors
New Jersey
$12.6K -$3.29K -46 -21%
MFG
218
Mendota Financial Group
Wisconsin
$11.8K
Citigroup
219
Citigroup
New York
$11.3K -$42.6K -596 -80%
CWP
220
Concord Wealth Partners
Virginia
$9.07K
FC
221
Financial Consulate
Maryland
$8.92K +$8.59K +120 New
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$8.85K
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$8.7K +$8.37K +117 New
CA
224
CoreCap Advisors
Michigan
$7.81K -$3.72K -52 -33%
AssetMark Inc
225
AssetMark Inc
California
$7.81K +$715 +10 +11%