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iShares US Small Cap Equity Factor ETF

115 hedge funds and large institutions have $615M invested in iShares US Small Cap Equity Factor ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
1.83%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
22
Increased
34
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFS
1
Strategic Financial Services
New York
$201M 3,877,546 +11,890 +0.3%
Wells Fargo
2
Wells Fargo
California
$56.3M 1,089,303 +22,122 +2%
AIM
3
Acropolis Investment Management
Missouri
$32.4M 626,500 +50,282 +9%
BlackRock
4
BlackRock
New York
$26.6M 514,933 -26,156 -5%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$25.9M 501,388 -31,331 -6%
UWPG
6
Ullmann Wealth Partners Group
Florida
$24.1M 465,840 +145,290 +45%
CCA
7
Clearwater Capital Advisors
Illinois
$23.6M 456,504 -1,200 -0.3%
IWC
8
Integrated Wealth Concepts
Massachusetts
$23.2M 449,195 -46,672 -9%
FMP
9
Financial Management Professionals
Texas
$22.9M 443,337 +12,498 +3%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$21.8M 421,749 -1,944,083 -82%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$15M 290,069 -1,971,402 -87%
GFS
12
GYL Financial Synergies
Connecticut
$13.3M 257,518 -5,234 -2%
Ameriprise
13
Ameriprise
Minnesota
$10.6M 204,618 +11,273 +6%
UBS Group
14
UBS Group
Switzerland
$8.63M 166,813 -516 -0.3%
Bank of America
15
Bank of America
North Carolina
$7.65M 147,945 +7,542 +5%
PFM
16
Phillips Financial Management
Indiana
$5.64M 109,094 -22,069 -17%
WFA
17
Wade Financial Advisory
California
$5.27M 101,837 -543 -0.5%
UCFA
18
United Capital Financial Advisors
Texas
$5.16M 99,686 -24,227 -20%
AA
19
Addison Advisors
Vermont
$4.99M 96,504 -1,876 -2%
FAAM
20
First Ascent Asset Management
Colorado
$4.72M 91,319 +10,178 +13%
Cerity Partners
21
Cerity Partners
New York
$4.63M 89,426 -10,880 -11%
CCA
22
Cora Capital Advisors
New Jersey
$3.73M 72,030 +6,709 +10%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.55M 68,674 +5,169 +8%
GAM
24
GEM Asset Management
Michigan
$3.21M 62,099 +797 +1%
DI
25
DDFG Inc
California
$3.13M 60,423 -1,465 -2%