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iShares US Small Cap Equity Factor ETF

141 hedge funds and large institutions have $838M invested in iShares US Small Cap Equity Factor ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
141
Holders Change
+18
Holders Change %
+14.63%
% of All Funds
2.04%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
30
Increased
46
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFS
1
Strategic Financial Services
New York
$253M 3,974,181 +82,165 +2%
Wells Fargo
2
Wells Fargo
California
$79.5M 1,250,641 +126,774 +11%
AIM
3
Acropolis Investment Management
Missouri
$45M 708,445 +45,649 +7%
UWPG
4
Ullmann Wealth Partners Group
Florida
$32.4M 509,685 +16,658 +3%
BlackRock
5
BlackRock
New York
$32.1M 504,143 +6,214 +1%
FMP
6
Financial Management Professionals
Texas
$29.2M 459,317 +13,620 +3%
CCA
7
Clearwater Capital Advisors
Illinois
$29M 456,466 -3,934 -0.9%
IWC
8
Integrated Wealth Concepts
Massachusetts
$27.7M 435,043 +4,039 +0.9%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$24.4M 384,435 -45,869 -11%
PCFFS
10
Pacific Center for Financial Services
California
$24.1M 379,011 +379,011 New
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$19.8M 311,472 -44,848 -13%
GFS
12
GYL Financial Synergies
Connecticut
$16.7M 263,283 +82 +0%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$15.6M 245,037 -5,697 -2%
Ameriprise
14
Ameriprise
Minnesota
$15M 235,400 +129,390 +122%
RWM
15
Reston Wealth Management
Virginia
$14.5M 228,701 +228,701 New
LPL Financial
16
LPL Financial
California
$12.2M 191,650 +124,524 +186%
UBS Group
17
UBS Group
Switzerland
$10.3M 161,324 -7,732 -5%
Bank of America
18
Bank of America
North Carolina
$9.67M 152,121 +6,922 +5%
GM
19
GeoWealth Management
Illinois
$6.52M 102,590 +102,590 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$6.32M 99,393 +94,090 +1,774%
AA
21
Addison Advisors
Vermont
$5.91M 93,010 -2,332 -2%
PFM
22
Phillips Financial Management
Indiana
$5.59M 87,949 -9,140 -9%
Cerity Partners
23
Cerity Partners
New York
$5.46M 85,939 -10,378 -11%
UCFA
24
United Capital Financial Advisors
Texas
$5.3M 83,349 +1,004 +1%
CCA
25
Cora Capital Advisors
New Jersey
$5.07M 79,741 +3,402 +4%