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iShares US Small Cap Equity Factor ETF

78 hedge funds and large institutions have $1.05B invested in iShares US Small Cap Equity Factor ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
37
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$201M 3,663,694 +281,640 +8%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$197M 3,587,331
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$195M 3,563,559 +27,060 +0.8%
SFS
4
Strategic Financial Services
New York
$182M 3,313,392 +85,421 +3%
BlackRock
5
BlackRock
New York
$36.3M 661,130 -57,803 -8%
IWC
6
Integrated Wealth Concepts
Massachusetts
$31.6M 575,845 +81,232 +16%
CCA
7
Clearwater Capital Advisors
Illinois
$27.9M 507,972 +11,951 +2%
Wells Fargo
8
Wells Fargo
California
$24.8M 452,462 -36,999 -8%
FIA
9
Foundations Investment Advisors
Arizona
$18M 328,694 +91,803 +39%
UBS Group
10
UBS Group
Switzerland
$9.94M 181,194 -790 -0.4%
5L
11
55I LLC
Massachusetts
$9.23M 168,232 +147,757 +722%
FMP
12
Financial Management Professionals
Texas
$8.78M 160,096 -33,069 -17%
PFM
13
Phillips Financial Management
Indiana
$8.27M 150,732 +28,371 +23%
MA
14
MUFG Americas
New York
$8.04M 146,638 -13,325 -8%
AA
15
Addison Advisors
Vermont
$6.86M 124,985 +124,985 New
CPO
16
Cerity Partners OCIO
New York
$6.72M 122,544 -2,329 -2%
Bank of America
17
Bank of America
North Carolina
$6.51M 118,748 +5,204 +5%
VWM
18
Venturi Wealth Management
Texas
$6.4M 116,607 +28,954 +33%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
UWPG
20
Ullmann Wealth Partners Group
Florida
$5.32M 97,073 +12,371 +15%
UCFA
21
United Capital Financial Advisors
Texas
$4.65M 84,689 +9,009 +12%
WFA
22
Wade Financial Advisory
California
$4.08M 74,332 +6,381 +9%
AF
23
Allworth Financial
California
$4.05M 73,898 -50,460 -41%
MML Investors Services
24
MML Investors Services
Massachusetts
$3.61M 65,884 +11,285 +21%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.33M 60,668 +2,572 +4%