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iShares US Small Cap Equity Factor ETF

66 hedge funds and large institutions have $832M invested in iShares US Small Cap Equity Factor ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
66
Holders Change
+8
Holders Change %
+13.79%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
21
Reduced
21
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
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$156M 3,402,095 +120,839 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$150M 3,271,782 +88,635 +3%
SFS
4
Strategic Financial Services
New York
$143M 3,119,880 +164,050 +6%
BlackRock
5
BlackRock
New York
$25.8M 564,739 +181,362 +47%
CCA
6
Clearwater Capital Advisors
Illinois
$24.3M 532,025 +12,661 +2%
IWC
7
Integrated Wealth Concepts
Massachusetts
$21.7M 474,486 -137,618 -22%
Wells Fargo
8
Wells Fargo
California
$19.5M 426,633 +136,782 +47%
FMP
9
Financial Management Professionals
Texas
$10.1M 220,528 -3,585 -2%
UBS Group
10
UBS Group
Switzerland
$8.89M 194,363 -35,669 -16%
MA
11
MUFG Americas
New York
$6.42M 140,397 +2,451 +2%
CPO
12
Cerity Partners OCIO
New York
$6.08M 132,788 -13,300 -9%
PFM
13
Phillips Financial Management
Indiana
$5.82M 127,193 -2,090 -2%
AA
14
Addison Advisors
Vermont
$5.48M 119,670 +119,670 New
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
Bank of America
16
Bank of America
North Carolina
$4.62M 100,920 +72,186 +251%
FIA
17
Foundations Investment Advisors
Arizona
$3.61M 74,954 -21,804 -23%
UWPG
18
Ullmann Wealth Partners Group
Florida
$3.2M 69,874 +16,448 +31%
UCFA
19
United Capital Financial Advisors
Texas
$3.09M 67,445 +1,500 +2%
WFA
20
Wade Financial Advisory
California
$2.96M 64,616 +64,616 New
BWCS
21
Beirne Wealth Consulting Services
Connecticut
$2.76M 60,299 -627 -1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.65M 57,953 +8,304 +17%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.9M 41,545 +6,206 +18%
TC
24
Trilogy Capital
California
$1.81M 39,585 -3,362 -8%
FAAM
25
First Ascent Asset Management
Colorado
$1.61M 35,071 +6,694 +24%