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iShares US Small Cap Value Factor ETF

35 hedge funds and large institutions have $92M invested in iShares US Small Cap Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
17
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MCC
1
Money Concepts Capital
Florida
$70.2M 2,259,905 +65,578 +3%
Truist Financial
2
Truist Financial
North Carolina
$5.32M 171,306 +70,412 +70%
Bank of America
3
Bank of America
North Carolina
$4.73M 152,447 +33,852 +29%
Goldman Sachs
4
Goldman Sachs
New York
$1.55M 50,000
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.11M 35,847 +9,702 +37%
Two Sigma Investments
6
Two Sigma Investments
New York
$1.03M 33,300 +4,800 +17%
LPL Financial
7
LPL Financial
California
$1.02M 32,924 +1,289 +4%
Mariner
8
Mariner
Kansas
$924K 29,738 +4,924 +20%
PRI
9
Prepared Retirement Institute
Pennsylvania
$720K 23,188 +1,140 +5%
WDL
10
Well Done LLC
Michigan
$610K 19,635 -4,118 -17%
GAA
11
Global Assets Advisory
Florida
$602K 18,928 -33,158 -64%
TRCT
12
Tower Research Capital (TRC)
New York
$571K 18,385 +7,805 +74%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$518K 16,679 +2,860 +21%
PAG
14
Private Advisor Group
New Jersey
$396K 12,756 -31 -0.2%
Raymond James Financial
15
Raymond James Financial
Florida
$368K 11,853 -20,785 -64%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$349K 11,223 -1,523 -12%
NC
17
NovaPoint Capital
Georgia
$334K 10,758 +1,973 +22%
TAM
18
Tocqueville Asset Management
New York
$311K 10,000 +10,000 New
Morgan Stanley
19
Morgan Stanley
New York
$244K 7,865 +800 +11%
CPIG
20
Chicago Partners Investment Group
Illinois
$230K 7,024 +39 +0.6%
Osaic Holdings
21
Osaic Holdings
Arizona
$221K 6,797 +502 +8%
DFG
22
Dynamic Financial Group
Iowa
$214K 6,902 -4,151 -38%
AAS
23
Ameritas Advisory Services
Nebraska
$211K 6,782 -3,363 -33%
US Bancorp
24
US Bancorp
Minnesota
$54.4K 1,751 -164 -9%
WIM
25
Westside Investment Management
California
$40.4K 1,300