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iShares US Small Cap Equity Factor ETF

234 hedge funds and large institutions have $1.98B invested in iShares US Small Cap Equity Factor ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 105 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
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
SFS
1
Strategic Financial Services
New York
$278M
Wells Fargo
2
Wells Fargo
California
$163M
Ameriprise
3
Ameriprise
Minnesota
$136M
LPL Financial
4
LPL Financial
California
$87.8M
VA
5
Valmark Advisers
Ohio
$78.9M
AIM
6
Acropolis Investment Management
Missouri
$62.2M
Bank of America
7
Bank of America
North Carolina
$57.3M
VIA
8
Vantagepoint Investment Advisers
District of Columbia
$49.6M
FMP
9
Financial Management Professionals
Texas
$39.4M
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$38.8M
HighTower Advisors
11
HighTower Advisors
Illinois
$37.5M
BlackRock
12
BlackRock
New York
$35.6M
UWPG
13
Ullmann Wealth Partners Group
Florida
$35.5M
CCA
14
Clearwater Capital Advisors
Illinois
$34.6M
CPG
15
Cornerstone Planning Group
New Jersey
$32.8M
Charles Schwab
16
Charles Schwab
California
$32.7M
PCFFS
17
Pacific Center for Financial Services
California
$29.6M
MWM
18
Modern Wealth Management
Kansas
$26.8M
RWA
19
River Wealth Advisors
Pennsylvania
$25.5M
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$25M
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$22.6M
Raymond James Financial
22
Raymond James Financial
Florida
$21.2M
FF
23
Fox Financial
Pennsylvania
$21.2M
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$20.5M
PAG
25
Private Advisor Group
New Jersey
$19.9M