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iShares US Small Cap Equity Factor ETF

59 hedge funds and large institutions have $640M invested in iShares US Small Cap Equity Factor ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 17 closing their positions.

Holders
59
Holders Change
-5
Holders Change %
-7.81%
% of All Funds
1.21%
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
19
Reduced
20
Closed
17
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
$110M 3,091,880 +975,963 +46%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$108M 3,012,524 +961,007 +47%
SFS
4
Strategic Financial Services
New York
$99.9M 2,797,011 +530,440 +23%
IWC
5
Integrated Wealth Concepts
Massachusetts
$20.3M 567,172 +338,924 +148%
CCA
6
Clearwater Capital Advisors
Illinois
$18.2M 510,173 -4,187 -0.8%
Ameriprise
7
Ameriprise
Minnesota
$8.72M 244,074 +3,346 +1%
FMP
8
Financial Management Professionals
Texas
$8.68M 243,092 +10,349 +4%
BlackRock
9
BlackRock
New York
$8.45M 236,726 +199,571 +537%
Wells Fargo
10
Wells Fargo
California
$7.85M 219,924 -77,768 -26%
UBS Group
11
UBS Group
Switzerland
$5.73M 160,449 +60,051 +60%
CPO
12
Cerity Partners OCIO
New York
$5.54M 155,238 +78,419 +102%
PFM
13
Phillips Financial Management
Indiana
$4.52M 126,548 +10,369 +9%
MA
14
MUFG Americas
New York
$3.54M 99,142 -14,409 -13%
CIAS
15
CBIZ Investment Advisory Services
Ohio
UCFA
16
United Capital Financial Advisors
Texas
$2.4M 67,312 -10,520 -14%
Citadel Advisors
17
Citadel Advisors
Florida
$2.38M 66,592 +66,592 New
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
BWCS
19
Beirne Wealth Consulting Services
Connecticut
$2.1M 58,883 -12,730 -18%
FIA
20
Foundations Investment Advisors
Arizona
$1.99M 55,864 +55,864 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.78M 49,884 +29,126 +140%
TC
22
Trilogy Capital
California
$1.73M 47,370 +1,286 +3%
SXL
23
Summit X LLC
Missouri
$1.35M 37,788 +20,227 +115%
LPL Financial
24
LPL Financial
California
$1.35M 37,747 -9,808 -21%
GM
25
GeoWealth Management
Illinois
$1.26M 35,283 +35,283 New