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iShares US Small Cap Equity Factor ETF

31 hedge funds and large institutions have $105M invested in iShares US Small Cap Equity Factor ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
14
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWM
1
Cornerstone Wealth Management
Missouri
$40.8M 1,724,402 +1,706,046 +9,294%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$19.5M 466,984 +466,984 New
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$8.7M 208,073 +117,619 +130%
TA
4
TMD & Associates
Arizona
$7.52M 179,773 +3,216 +2%
EA
5
Edge Advisors
Georgia
$3.85M 92,062
BlackRock
6
BlackRock
New York
$3.7M 88,575 -4,786 -5%
Bank of America
7
Bank of America
North Carolina
$3.58M 85,652 -8,993 -10%
UBS Group
8
UBS Group
Switzerland
$3.07M 73,501 +862 +1%
TC
9
Trilogy Capital
California
$2.31M 55,205 +3,435 +7%
CPO
10
Cerity Partners OCIO
New York
$1.88M 44,956 +929 +2%
SMG
11
Smart Money Group
Texas
$1.64M 39,096 -2,043 -5%
SWP
12
Stratos Wealth Partners
Ohio
$1.25M 29,984 +2,213 +8%
IWC
13
Integrated Wealth Concepts
Massachusetts
$1.03M 24,440 -1,002 -4%
LPL Financial
14
LPL Financial
California
$923K 22,067 +175 +0.8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$887K 21,205 +12,352 +140%
Brown Advisory
16
Brown Advisory
Maryland
$875K 20,926 +188 +0.9%
BTS
17
BB&T Securities
Virginia
$540K 12,927 +12,927 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$451K 10,777 +10,406 +2,805%
TWA
19
Tillar-Wenstrup Advisors
Ohio
$447K 10,695 +394 +4%
CFD
20
Creative Financial Designs
Indiana
$435K 10,407 +1,440 +16%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$377K 9,016 -21,868 -71%
RJA
22
Raymond James & Associates
Florida
$230K 5,502 +70 +1%
LWAC
23
Laurel Wealth Advisors (California)
California
$224K 5,365
FM
24
Foster & Motley
Ohio
$216K 5,170 +5,170 New
SFC
25
SYM Financial Corp
Indiana
$149K 3,557 -3,047 -46%