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iShares US Small Cap Equity Factor ETF

42 hedge funds and large institutions have $91.9M invested in iShares US Small Cap Equity Factor ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
42
Holders Change
+11
Holders Change %
+35.48%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
19
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$22M 507,155 +40,171 +9%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$13.2M 303,524 +95,451 +46%
LWS
3
Lucia Wealth Services
California
$10.3M 237,798 +237,798 New
TA
4
TMD & Associates
Arizona
$8.43M 193,956 +14,183 +8%
CWM
5
Cornerstone Wealth Management
Missouri
$6.45M 248,253 -1,476,149 -86%
Bank of America
6
Bank of America
North Carolina
$3.91M 89,871 +4,219 +5%
BlackRock
7
BlackRock
New York
$3.65M 84,048 -4,527 -5%
UBS Group
8
UBS Group
Switzerland
$3.33M 76,707 +3,206 +4%
Jane Street
9
Jane Street
New York
$3.03M 69,717 +69,717 New
TC
10
Trilogy Capital
California
$2.44M 56,065 +860 +2%
CPO
11
Cerity Partners OCIO
New York
$2.04M 46,994 +2,038 +5%
SMG
12
Smart Money Group
Texas
$1.67M 38,390 -706 -2%
SWP
13
Stratos Wealth Partners
Ohio
$1.62M 37,246 +7,262 +24%
LPL Financial
14
LPL Financial
California
$1.27M 29,231 +7,164 +32%
IWC
15
Integrated Wealth Concepts
Massachusetts
$988K 22,888 -1,552 -6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$937K 21,581 +376 +2%
Brown Advisory
17
Brown Advisory
Maryland
$927K 21,332 +406 +2%
BTS
18
BB&T Securities
Virginia
$716K 16,476 +3,549 +27%
TWA
19
Tillar-Wenstrup Advisors
Ohio
$559K 12,863 +2,168 +20%
CFD
20
Creative Financial Designs
Indiana
$523K 12,031 +1,624 +16%
CA
21
Cetera Advisors
Colorado
$439K 10,059 +10,059 New
MFW
22
Mosaic Family Wealth
Missouri
$413K 10,355 +10,355 New
PAS
23
Partnervest Advisory Services
California
$318K 7,327 +7,327 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$317K 7,284 -3,493 -32%
FM
25
Foster & Motley
Ohio
$281K 6,460 +1,290 +25%