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iShares US Small Cap Equity Factor ETF

60 hedge funds and large institutions have $371M invested in iShares US Small Cap Equity Factor ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
27
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$197M 3,587,331 +3,153,427 +727%
SFS
2
Strategic Financial Services
New York
$39.9M 995,294 +223,254 +29%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$26.4M 657,513 +657,513 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.9M 646,171 +171,410 +36%
Wells Fargo
5
Wells Fargo
California
$8.63M 215,105 +6,432 +3%
LWS
6
Lucia Wealth Services
California
$8.45M 210,712 +34,270 +19%
IWC
7
Integrated Wealth Concepts
Massachusetts
$8.08M 201,419 +176,643 +713%
CWM
8
Cornerstone Wealth Management
Missouri
$4.37M 36,667 +3,174 +9%
LNC
9
Lincoln National Corp
Pennsylvania
$4.36M 108,624 +108,624 New
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
UBS Group
11
UBS Group
Switzerland
$3.73M 92,913 -322,101 -78%
CPO
12
Cerity Partners OCIO
New York
$3.66M 91,302 -5,974 -6%
BlackRock
13
BlackRock
New York
$3.59M 89,458 -7,856 -8%
Bank of America
14
Bank of America
North Carolina
$3.3M 82,208 +14,899 +22%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.86M 71,352 +5,018 +8%
PFM
16
Phillips Financial Management
Indiana
$2.23M 54,771 +15,695 +40%
TC
17
Trilogy Capital
California
$2.07M 51,576 -1,702 -3%
RJA
18
Raymond James & Associates
Florida
$1.91M 47,718 +21,162 +80%
CCA
19
Clearwater Capital Advisors
Illinois
$1.76M 43,759 +30,961 +242%
SWMG
20
Strategic Wealth Management Group
Maryland
$1.48M 36,882 -2,602 -7%
LPL Financial
21
LPL Financial
California
$1.46M 36,423 +10,563 +41%
PWMG
22
Prestige Wealth Management Group
New Jersey
$1.34M 33,443 +2,070 +7%
SMG
23
Smart Money Group
Texas
$1.34M 33,363 -4,281 -11%
Brown Advisory
24
Brown Advisory
Maryland
$1.08M 26,942 +5,610 +26%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.07M 26,761 +229 +0.9%