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iShares US Small Cap Equity Factor ETF

80 hedge funds and large institutions have $908M invested in iShares US Small Cap Equity Factor ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.41%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
10
Increased
38
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$220M 4,096,651 +533,092 +15%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$206M 3,833,461 +169,767 +5%
SFS
3
Strategic Financial Services
New York
$183M 3,396,070 +82,678 +2%
BlackRock
4
BlackRock
New York
$39.7M 738,388 +77,258 +12%
IWC
5
Integrated Wealth Concepts
Massachusetts
$32.6M 605,886 +30,041 +5%
Wells Fargo
6
Wells Fargo
California
$26.1M 484,893 +32,431 +7%
CCA
7
Clearwater Capital Advisors
Illinois
$26.1M 484,680 -23,292 -5%
FIA
8
Foundations Investment Advisors
Arizona
$20.5M 376,768 +48,074 +15%
FMP
9
Financial Management Professionals
Texas
$17.5M 325,925 +165,829 +104%
5L
10
55I LLC
Massachusetts
$9.93M 184,691 +16,459 +10%
UBS Group
11
UBS Group
Switzerland
$9.9M 184,173 +2,979 +2%
PFM
12
Phillips Financial Management
Indiana
$9.86M 183,422 +32,690 +22%
MA
13
MUFG Americas
New York
$8.87M 164,987 +18,349 +13%
VWM
14
Venturi Wealth Management
Texas
$8.15M 151,700 +35,093 +30%
AA
15
Addison Advisors
Vermont
$6.69M 124,382 -603 -0.5%
CPO
16
Cerity Partners OCIO
New York
$6.45M 119,925 -2,619 -2%
UWPG
17
Ullmann Wealth Partners Group
Florida
$6.3M 117,253 +20,180 +21%
Bank of America
18
Bank of America
North Carolina
$6.26M 116,381 -2,367 -2%
UCFA
19
United Capital Financial Advisors
Texas
$5.8M 107,922 +23,233 +27%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
MML Investors Services
21
MML Investors Services
Massachusetts
$3.91M 72,815 +6,931 +11%
WFA
22
Wade Financial Advisory
California
$3.91M 72,790 -1,542 -2%
Ameriprise
23
Ameriprise
Minnesota
$3.76M 69,902 +48,757 +231%
AF
24
Allworth Financial
California
$3.57M 66,335 -7,563 -10%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.29M 61,282 +614 +1%