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iShares US Small Cap Equity Factor ETF

89 hedge funds and large institutions have $962M invested in iShares US Small Cap Equity Factor ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.54%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
10
Increased
42
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$221M 4,935,905 +132,059 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$216M 4,825,597 +337,837 +8%
SFS
3
Strategic Financial Services
New York
$159M 3,563,406 -90,022 -2%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$88.3M 1,971,695 +125,145 +7%
Wells Fargo
5
Wells Fargo
California
$47.6M 1,063,037 +61,017 +6%
BlackRock
6
BlackRock
New York
$26.4M 590,626 -64,207 -10%
IWC
7
Integrated Wealth Concepts
Massachusetts
$22.7M 507,626 -6,560 -1%
CCA
8
Clearwater Capital Advisors
Illinois
$21.8M 486,332 +27,475 +6%
FMP
9
Financial Management Professionals
Texas
$18.5M 413,704 +37,538 +10%
FIA
10
Foundations Investment Advisors
Arizona
$10.2M 228,797 -8,171 -3%
GFS
11
GYL Financial Synergies
Connecticut
$10M 223,568 +6,008 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.98M 222,890 +44,686 +25%
PFM
13
Phillips Financial Management
Indiana
$8.44M 188,645 -3,902 -2%
UBS Group
14
UBS Group
Switzerland
$8.31M 185,647 -279 -0.2%
SAS
15
Sanford Advisory Services
Michigan
$8.23M 183,861 +133,518 +265%
UWPG
16
Ullmann Wealth Partners Group
Florida
$8.2M 183,109 -3,320 -2%
UCFA
17
United Capital Financial Advisors
Texas
$6.53M 145,901 -1,127 -0.8%
Bank of America
18
Bank of America
North Carolina
$5.81M 129,690 -76 -0.1%
CPO
19
Cerity Partners OCIO
New York
$5.75M 128,435 +3,682 +3%
AA
20
Addison Advisors
Vermont
$5.24M 117,011 -8,746 -7%
WFA
21
Wade Financial Advisory
California
$4.3M 96,005 +8,129 +9%
5L
22
55I LLC
Massachusetts
$3.86M 86,144 +36,331 +73%
FAAM
23
First Ascent Asset Management
Colorado
$3.43M 76,543 +3,451 +5%
MA
24
MUFG Americas
New York
$3.41M 76,195 -11,186 -13%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.89M 64,575 +8 +0%