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iShares US Small Cap Value Factor ETF

33 hedge funds and large institutions have $75.5M invested in iShares US Small Cap Value Factor ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 12 closing their positions.

Holders
33
Holders Change
-7
Holders Change %
-17.5%
% of All Funds
0.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
10
Reduced
9
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$18K -$11.4K -419 -39%
WWM
27
Wagner Wealth Management
South Carolina
$9K +$9K +328 New
JWA
28
JFS Wealth Advisors
Pennsylvania
$7K -$18.7K -693 -73%
BHWM
29
Beaird Harris Wealth Management
Texas
$6K
IA
30
IFP Advisors
Florida
$3K
SPIA
31
Steward Partners Investment Advisory
New York
$3K
QC
32
Quent Capital
New York
$3K
CFD
33
Creative Financial Designs
Indiana
$3K
CPA
34
Capital Planning Advisors
California
-$9.91M -322,728 Closed
BAWC
35
Boyce & Associates Wealth Consulting
Texas
-$2.05M -66,720 Closed
TAM
36
Tocqueville Asset Management
New York
-$1.18M -38,386 Closed
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
-$1.11M -36,186 Closed
Jane Street
38
Jane Street
New York
-$1.03M -33,454 Closed
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
-$703K -22,919 Closed
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
-$588K -19,141 Closed
RCAG
41
Rehmann Capital Advisory Group
Michigan
-$338K -11,001 Closed
EH
42
Equitable Holdings
New York
-$309K -10,062 Closed
CWM
43
Cornerstone Wealth Management
Missouri
-$268K -8,733 Closed
BOM
44
Bank of Marin
California
-$217K -7,054 Closed
UBS Group
45
UBS Group
Switzerland
-$30K -982 Closed