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iShares US Small Cap Equity Factor ETF

100 hedge funds and large institutions have $1.1B invested in iShares US Small Cap Equity Factor ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 10 closing their positions.

Holders
100
Holders Change
-4
Holders Change %
-3.85%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
10
Increased
38
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$273M 5,333,687 +386,693 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$261M 5,100,180 +280,276 +6%
SFS
3
Strategic Financial Services
New York
$196M 3,820,806 -43,907 -1%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$60.2M 1,174,644 -769,807 -40%
Wells Fargo
5
Wells Fargo
California
$36.3M 707,503 -14,355 -2%
BlackRock
6
BlackRock
New York
$26.8M 523,050 -34,772 -6%
IWC
7
Integrated Wealth Concepts
Massachusetts
$25.4M 494,862 -14,956 -3%
AIM
8
Acropolis Investment Management
Missouri
$24.4M 475,740 +475,740 New
CCA
9
Clearwater Capital Advisors
Illinois
$23.6M 459,905 -26,096 -5%
FMP
10
Financial Management Professionals
Texas
$21.4M 417,406 +3,300 +0.8%
GFS
11
GYL Financial Synergies
Connecticut
$12.2M 237,060 +15,655 +7%
Ameriprise
12
Ameriprise
Minnesota
$10.7M 208,846 +78,764 +61%
UWPG
13
Ullmann Wealth Partners Group
Florida
$10.5M 204,307 +8,363 +4%
UBS Group
14
UBS Group
Switzerland
$8.51M 166,043 -17,454 -10%
PFM
15
Phillips Financial Management
Indiana
$8.44M 164,729 -12,713 -7%
UCFA
16
United Capital Financial Advisors
Texas
$7.48M 145,923 +79 +0.1%
Bank of America
17
Bank of America
North Carolina
$7.25M 141,392 +6,155 +5%
FIA
18
Foundations Investment Advisors
Arizona
$6.73M 131,212 -91,895 -41%
AA
19
Addison Advisors
Vermont
$5.47M 106,785 -4,599 -4%
WFA
20
Wade Financial Advisory
California
$5.08M 99,114 +2,807 +3%
AWM
21
Apollon Wealth Management
South Carolina
$4.74M 92,492 +92,492 New
FAAM
22
First Ascent Asset Management
Colorado
$3.87M 75,590 +1,415 +2%
DI
23
DDFG Inc
California
$3.15M 61,411 -52,836 -46%
GAM
24
GEM Asset Management
Michigan
$3.14M 61,255 +45 +0.1%
Goldman Sachs
25
Goldman Sachs
New York
$3M 58,473 +113 +0.2%