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iShares US Small Cap Equity Factor ETF

236 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
Holders
236
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
KFP
201
Kerr Financial Planning
California
$32.8K
SWP
202
Strategic Wealth Partners
Ohio
$31.7K
AT
203
Arlington Trust
Alabama
$28.1K
APW
204
Atlantic Private Wealth
North Carolina
$18.6K
OIA
205
Optimum Investment Advisors
Illinois
$18.6K
RFP
206
Root Financial Partners
California
$17.3K
HI
207
Harbour Investments
Wisconsin
$16.4K
MWM
208
MGB Wealth Management
Texas
$16.1K
MEG
209
Millstone Evans Group
Colorado
$15.8K
PA
210
Parallel Advisors
California
$15.5K
CTWM
211
Cherry Tree Wealth Management
Minnesota
$14.9K
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$13.9K
HR
213
Howe & Rusling
New York
$13.8K
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