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iShares US Small Cap Equity Factor ETF

16 hedge funds and large institutions have $14.6M invested in iShares US Small Cap Equity Factor ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $10.8M → $14.6M (+$3.73M)

33% more funds holding

Funds holding: 1216 (+4)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

4.35% more ownership

Funds ownership: 25.44%29.79% (+4.3%)

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.83M -$248K -6,910 -6%
EA
2
Edge Advisors
Georgia
$2.55M +$650K +18,132 +35%
UBS Group
3
UBS Group
Switzerland
$2.37M +$523K +14,596 +29%
Jane Street
4
Jane Street
New York
$2.07M +$2.05M +57,217 New
Brown Advisory
5
Brown Advisory
Maryland
$752K
WDL
6
Well Done LLC
Michigan
$747K +$68.1K +1,900 +10%
Bank of America
7
Bank of America
North Carolina
$671K +$102K +2,858 +18%
SWP
8
Stratos Wealth Partners
Ohio
$643K +$146K +4,064 +30%
LPL Financial
9
LPL Financial
California
$568K -$72.2K -2,016 -11%
FA
10
FDx Advisors
Illinois
$258K +$255K +7,123 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$56K -$21.5K -600 -28%
WA
12
Winfield Associates
Ohio
$21K
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$18K +$18.1K +504 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7K -$3.73K -104 -36%
RWG
15
Regal Wealth Group
California
$5K
IA
16
IFP Advisors
Florida
$4K +$3.94K +110 New