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iShares US Small Cap Equity Factor ETF

64 hedge funds and large institutions have $477M invested in iShares US Small Cap Equity Factor ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
20
Reduced
23
Closed
14
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
$67.5M 2,266,571 +798,057 +54%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$63M 2,115,917 +435,488 +26%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$61.1M 2,051,517 +401,365 +24%
CCA
5
Clearwater Capital Advisors
Illinois
$15.3M 514,360 +422,562 +460%
Wells Fargo
6
Wells Fargo
California
$8.87M 297,692 +49,848 +20%
Ameriprise
7
Ameriprise
Minnesota
$7.16M 240,728 +138,531 +136%
FMP
8
Financial Management Professionals
Texas
$6.93M 232,743 +232,743 New
IWC
9
Integrated Wealth Concepts
Massachusetts
$6.8M 228,248 +84,382 +59%
MA
10
MUFG Americas
New York
$3.38M 113,551 +16,741 +17%
PFM
11
Phillips Financial Management
Indiana
$3.25M 116,179 +16,419 +16%
UBS Group
12
UBS Group
Switzerland
$2.99M 100,398 -2,794 -3%
LWS
13
Lucia Wealth Services
California
$2.43M 81,717 -103,850 -56%
UCFA
14
United Capital Financial Advisors
Texas
$2.32M 77,832 +4,190 +6%
CPO
15
Cerity Partners OCIO
New York
$2.29M 76,819 -16,433 -18%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
BWCS
17
Beirne Wealth Consulting Services
Connecticut
$2.13M 71,613 -19,269 -21%
CIAS
18
CBIZ Investment Advisory Services
Ohio
TC
19
Trilogy Capital
California
$1.5M 46,084 -2,571 -5%
HB
20
Homrich & Berg
Georgia
$1.46M 48,940 -1,500 -3%
Bank of America
21
Bank of America
North Carolina
$1.43M 47,955 -8,040 -14%
LPL Financial
22
LPL Financial
California
$1.42M 47,555 +659 +1%
FM
23
Foster & Motley
Ohio
$1.36M 45,586 +16,009 +54%
BlackRock
24
BlackRock
New York
$1.11M 37,155 +1,249 +3%
SWP
25
Stratos Wealth Partners
Ohio
$1.03M 34,397 +2,277 +7%