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iShares US Small Cap Equity Factor ETF

192 hedge funds and large institutions have $1.44B invested in iShares US Small Cap Equity Factor ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$231M
SFS
2
Strategic Financial Services
New York
$224M
Wells Fargo
3
Wells Fargo
California
$117M
Ameriprise
4
Ameriprise
Minnesota
$71.3M
AIM
5
Acropolis Investment Management
Missouri
$52M
LPL Financial
6
LPL Financial
California
$39.2M
UWPG
7
Ullmann Wealth Partners Group
Florida
$34.9M
FMP
8
Financial Management Professionals
Texas
$31.1M
BlackRock
9
BlackRock
New York
$29.8M
CCA
10
Clearwater Capital Advisors
Illinois
$28.5M
Charles Schwab
11
Charles Schwab
California
$27.4M
PCFFS
12
Pacific Center for Financial Services
California
$25.1M
CPG
13
Cornerstone Planning Group
New Jersey
$23.7M
VA
14
Valmark Advisers
Ohio
$22.7M
SFS
15
Searcy Financial Services
Kansas
$22.6M
IA
16
Integrity Alliance
Iowa
$20.6M
FF
17
Fox Financial
Pennsylvania
$17.5M
Bank of America
18
Bank of America
North Carolina
$17.4M
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$17.3M
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$17M
FIA
21
Foundations Investment Advisors
Arizona
$15.9M
RWM
22
Reston Wealth Management
Virginia
$15.8M
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$14.5M
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$12.9M
FOR
25
Family Office Research
Maryland
$12.1M