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iShares US Small Cap Equity Factor ETF

102 hedge funds and large institutions have $846M invested in iShares US Small Cap Equity Factor ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.61%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
13
Increased
34
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFS
1
Strategic Financial Services
New York
$212M 3,865,656 +44,850 +1%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$127M 2,365,832 -2,967,855 -56%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$121M 2,261,471 -2,838,709 -56%
Wells Fargo
4
Wells Fargo
California
$57.2M 1,067,181 +359,678 +51%
AIM
5
Acropolis Investment Management
Missouri
$30.9M 576,218 +100,478 +21%
BlackRock
6
BlackRock
New York
$29M 541,089 +18,039 +3%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$28.6M 532,719 -641,925 -55%
IWC
8
Integrated Wealth Concepts
Massachusetts
$26.6M 495,867 +1,005 +0.2%
CCA
9
Clearwater Capital Advisors
Illinois
$24.5M 457,704 -2,201 -0.5%
FMP
10
Financial Management Professionals
Texas
$23.1M 430,839 +13,433 +3%
UWPG
11
Ullmann Wealth Partners Group
Florida
$17.2M 320,550 +116,243 +57%
GFS
12
GYL Financial Synergies
Connecticut
$14.1M 262,752 +25,692 +11%
Ameriprise
13
Ameriprise
Minnesota
$10.4M 193,345 -15,501 -7%
UBS Group
14
UBS Group
Switzerland
$8.97M 167,329 +1,286 +0.8%
Bank of America
15
Bank of America
North Carolina
$7.53M 140,403 -989 -0.7%
PFM
16
Phillips Financial Management
Indiana
$7.03M 131,163 -33,566 -20%
FIA
17
Foundations Investment Advisors
Arizona
$6.73M 125,471 -5,741 -4%
UCFA
18
United Capital Financial Advisors
Texas
$6.64M 123,913 -22,010 -15%
WFA
19
Wade Financial Advisory
California
$5.49M 102,380 +3,266 +3%
Cerity Partners
20
Cerity Partners
New York
$5.38M 100,306 +100,306 New
AA
21
Addison Advisors
Vermont
$5.28M 98,380 -8,405 -8%
AWM
22
Apollon Wealth Management
South Carolina
$4.61M 85,913 -6,579 -7%
FAAM
23
First Ascent Asset Management
Colorado
$4.35M 81,141 +5,551 +7%
CCA
24
Cora Capital Advisors
New Jersey
$3.5M 65,321 +15,299 +31%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.41M 63,505 +119 +0.2%