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iShares US Small Cap Equity Factor ETF

63 hedge funds and large institutions have $417M invested in iShares US Small Cap Equity Factor ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
21
Reduced
19
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
SFS
2
Strategic Financial Services
New York
$47.5M 1,180,130 +184,836 +19%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$40.7M 1,010,474 +352,961 +54%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$38.7M 960,154 +313,983 +49%
IWC
5
Integrated Wealth Concepts
Massachusetts
$10.7M 265,718 +64,299 +32%
LWS
6
Lucia Wealth Services
California
$10.1M 249,994 +39,282 +19%
Wells Fargo
7
Wells Fargo
California
$8.85M 219,504 +4,399 +2%
BlackRock
8
BlackRock
New York
$5.5M 136,494 +47,036 +53%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
UBS Group
10
UBS Group
Switzerland
$3.73M 92,539 -374 -0.4%
CPO
11
Cerity Partners OCIO
New York
$3.69M 91,477 +175 +0.2%
PFM
12
Phillips Financial Management
Indiana
$2.94M 72,870 +18,099 +33%
UCFA
13
United Capital Financial Advisors
Texas
$2.94M 72,837 +72,837 New
Bank of America
14
Bank of America
North Carolina
$2.83M 70,247 -11,961 -15%
ECG
15
Edge Capital Group
Georgia
$2.72M 67,462 +67,462 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.7M 67,122 +67,122 New
CCA
17
Clearwater Capital Advisors
Illinois
$2.57M 63,714 +19,955 +46%
BWCS
18
Beirne Wealth Consulting Services
Connecticut
$2.19M 54,413 +39,620 +268%
RJA
19
Raymond James & Associates
Florida
$2.11M 52,341 +4,623 +10%
TC
20
Trilogy Capital
California
$2.04M 50,518 -1,058 -2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.64M 40,724 -30,628 -43%
LPL Financial
22
LPL Financial
California
$1.53M 37,944 +1,521 +4%
Jane Street
23
Jane Street
New York
$1.52M 37,729 +22,350 +145%
SWMG
24
Strategic Wealth Management Group
Maryland
$1.39M 34,562 -2,320 -6%
CWM
25
Cornerstone Wealth Management
Missouri
$1.38M 33,985 -2,682 -7%