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iShares US Small Cap Equity Factor ETF

63 hedge funds and large institutions have $439M invested in iShares US Small Cap Equity Factor ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
63
Holders Change
Holders Change %
0%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
22
Reduced
20
Closed
8
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
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$53.1M 1,330,945 +320,471 +32%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$52.3M 1,311,364 +351,210 +37%
SFS
4
Strategic Financial Services
New York
$51.7M 1,296,117 +115,987 +10%
Wells Fargo
5
Wells Fargo
California
$9.14M 229,127 +9,623 +4%
LWS
6
Lucia Wealth Services
California
$9.05M 226,845 -23,149 -9%
IWC
7
Integrated Wealth Concepts
Massachusetts
$8.84M 221,652 -44,066 -17%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
UBS Group
9
UBS Group
Switzerland
$3.89M 97,392 +4,853 +5%
CPO
10
Cerity Partners OCIO
New York
$3.66M 91,691 +214 +0.2%
PFM
11
Phillips Financial Management
Indiana
$3.37M 84,539 +11,669 +16%
CCA
12
Clearwater Capital Advisors
Illinois
$3.18M 79,645 +15,931 +25%
UCFA
13
United Capital Financial Advisors
Texas
$2.89M 72,439 -398 -0.5%
Ameriprise
14
Ameriprise
Minnesota
$2.65M 66,367 +66,367 New
AG
15
Advisor Group
Arizona
$2.48M 62,257 +55,333 +799%
BWCS
16
Beirne Wealth Consulting Services
Connecticut
$2.46M 61,746 +7,333 +13%
Bank of America
17
Bank of America
North Carolina
$2.36M 59,166 -11,081 -16%
RJA
18
Raymond James & Associates
Florida
$2.26M 56,728 +4,387 +8%
TC
19
Trilogy Capital
California
$1.98M 50,160 -358 -0.7%
LPL Financial
20
LPL Financial
California
$1.78M 44,732 +6,788 +18%
BlackRock
21
BlackRock
New York
$1.41M 35,447 -101,047 -74%
SWMG
22
Strategic Wealth Management Group
Maryland
$1.4M 35,055 +493 +1%
CWM
23
Cornerstone Wealth Management
Missouri
$1.37M 34,365 +380 +1%
SMG
24
Smart Money Group
Texas
$1.19M 29,895 -1,876 -6%
SWP
25
Stratos Wealth Partners
Ohio
$1.17M 29,197 -1,414 -5%