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iShares US Small Cap Equity Factor ETF

53 hedge funds and large institutions have $127M invested in iShares US Small Cap Equity Factor ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
+11
Holders Change %
+26.19%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
16
Increased
19
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFS
1
Strategic Financial Services
New York
$27.7M 772,040 +772,040 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17M 474,761 +474,761 New
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$15.5M 433,904 +130,380 +43%
UBS Group
4
UBS Group
Switzerland
$14.9M 415,014 +338,307 +441%
Wells Fargo
5
Wells Fargo
California
$7.48M 208,673 +208,540 +156,797%
LWS
6
Lucia Wealth Services
California
$6.32M 176,442 -61,356 -26%
BlackRock
7
BlackRock
New York
$3.49M 97,314 +13,266 +16%
CPO
8
Cerity Partners OCIO
New York
$3.48M 97,276 +50,282 +107%
ECG
9
Edge Capital Group
Georgia
$3.3M 92,062 +92,062 New
Bank of America
10
Bank of America
North Carolina
$2.41M 67,309 -22,562 -25%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.38M 66,334 -440,821 -87%
TC
12
Trilogy Capital
California
$1.91M 53,278 -2,787 -5%
SWMG
13
Strategic Wealth Management Group
Maryland
$1.41M 39,484 +39,484 New
PFM
14
Phillips Financial Management
Indiana
$1.4M 39,076 +39,076 New
SMG
15
Smart Money Group
Texas
$1.35M 37,644 -746 -2%
CWM
16
Cornerstone Wealth Management
Missouri
$1.21M 33,493 -214,760 -87%
PWMG
17
Prestige Wealth Management Group
New Jersey
$1.12M 31,373 +31,373 New
Jane Street
18
Jane Street
New York
$1.02M 28,508 -41,209 -59%
RJA
19
Raymond James & Associates
Florida
$951K 26,556 +21,065 +384%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$950K 26,532 +4,951 +23%
LPL Financial
21
LPL Financial
California
$926K 25,860 -3,371 -12%
SWP
22
Stratos Wealth Partners
Ohio
$919K 25,652 -11,594 -31%
IWC
23
Integrated Wealth Concepts
Massachusetts
$887K 24,776 +1,888 +8%
SFC
24
SYM Financial Corp
Indiana
$875K 24,414 +20,857 +586%
RCG
25
Ruggie Capital Group
Florida
$868K 24,222 +20,604 +569%