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iShares US Small Cap Equity Factor ETF

71 hedge funds and large institutions have $969M invested in iShares US Small Cap Equity Factor ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
14
Increased
31
Reduced
19
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
$185M 3,536,499 +134,404 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$177M 3,382,054 +110,272 +3%
SFS
4
Strategic Financial Services
New York
$169M 3,227,971 +108,091 +3%
BlackRock
5
BlackRock
New York
$37.7M 718,933 +154,194 +27%
CCA
6
Clearwater Capital Advisors
Illinois
$26M 496,021 -36,004 -7%
IWC
7
Integrated Wealth Concepts
Massachusetts
$25.9M 494,613 +20,127 +4%
Wells Fargo
8
Wells Fargo
California
$25.7M 489,461 +62,828 +15%
FIA
9
Foundations Investment Advisors
Arizona
$12.5M 236,891 +161,937 +216%
FMP
10
Financial Management Professionals
Texas
$10.1M 193,165 -27,363 -12%
UBS Group
11
UBS Group
Switzerland
$9.55M 181,984 -12,379 -6%
MA
12
MUFG Americas
New York
$8.39M 159,963 +19,566 +14%
CPO
13
Cerity Partners OCIO
New York
$6.55M 124,873 -7,915 -6%
AF
14
Allworth Financial
California
$6.52M 124,358 +115,492 +1,303%
PFM
15
Phillips Financial Management
Indiana
$6.42M 122,361 -4,832 -4%
Bank of America
16
Bank of America
North Carolina
$5.96M 113,544 +12,624 +13%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
VWM
18
Venturi Wealth Management
Texas
$4.6M 87,653 +87,653 New
UWPG
19
Ullmann Wealth Partners Group
Florida
$4.44M 84,702 +14,828 +21%
UCFA
20
United Capital Financial Advisors
Texas
$3.97M 75,680 +8,235 +12%
WFA
21
Wade Financial Advisory
California
$3.56M 67,951 +3,335 +5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.05M 58,096 +143 +0.2%
BWCS
23
Beirne Wealth Consulting Services
Connecticut
$2.94M 56,114 -4,185 -7%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.86M 54,599 +13,054 +31%
SPIA
25
Steward Partners Investment Advisory
New York
$2M 38,131 +5,996 +19%