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iShares US Small Cap Equity Factor ETF

123 hedge funds and large institutions have $710M invested in iShares US Small Cap Equity Factor ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
123
Holders Change
+8
Holders Change %
+6.96%
% of All Funds
1.8%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
22
Increased
41
Reduced
41
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFS
1
Strategic Financial Services
New York
$229M 3,892,016 +14,470 +0.4%
Wells Fargo
2
Wells Fargo
California
$66.1M 1,123,867 +34,564 +3%
AIM
3
Acropolis Investment Management
Missouri
$39.4M 662,796 +36,296 +6%
BlackRock
4
BlackRock
New York
$29.3M 497,929 -17,004 -3%
UWPG
5
Ullmann Wealth Partners Group
Florida
$29M 493,027 +27,187 +6%
CCA
6
Clearwater Capital Advisors
Illinois
$27.1M 460,400 +3,896 +0.9%
FMP
7
Financial Management Professionals
Texas
$26.2M 445,697 +2,360 +0.5%
IWC
8
Integrated Wealth Concepts
Massachusetts
$25.4M 431,004 -18,191 -4%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$25.3M 430,304 -71,084 -14%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$21M 356,320 -65,429 -16%
GFS
11
GYL Financial Synergies
Connecticut
$15.5M 263,201 +5,683 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$14.7M 250,734 -39,335 -14%
UBS Group
13
UBS Group
Switzerland
$9.94M 169,056 +2,243 +1%
Bank of America
14
Bank of America
North Carolina
$8.54M 145,199 -2,746 -2%
Ameriprise
15
Ameriprise
Minnesota
$6.24M 106,010 -98,608 -48%
PFM
16
Phillips Financial Management
Indiana
$5.71M 97,089 -12,005 -11%
Cerity Partners
17
Cerity Partners
New York
$5.67M 96,317 +6,891 +8%
FAAM
18
First Ascent Asset Management
Colorado
$5.61M 95,441 +4,122 +5%
AA
19
Addison Advisors
Vermont
$5.61M 95,342 -1,162 -1%
WFA
20
Wade Financial Advisory
California
$5.22M 88,711 -13,126 -13%
UCFA
21
United Capital Financial Advisors
Texas
$4.84M 82,345 -17,341 -17%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.57M 77,638 +8,964 +13%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.53M 76,966 +22,813 +42%
CCA
24
Cora Capital Advisors
New Jersey
$4.49M 76,339 +4,309 +6%
AF
25
Apollon Financial
South Carolina
$4.05M 68,849 +68,849 New