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iShares US Small Cap Value Factor ETF

21 hedge funds and large institutions have $69.2M invested in iShares US Small Cap Value Factor ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
8
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RCM
1
Requisite Capital Management
Texas
$29.2M 972,379 +34,463 +4%
CPA
2
Capital Planning Advisors
California
$17.5M 582,187 +24,109 +4%
BWM
3
BT Wealth Management
Georgia
$10.6M 352,887 -128,518 -27%
LPL Financial
4
LPL Financial
California
$3.34M 111,324 +111,324 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.19M 73,056 +39,794 +120%
RJA
6
Raymond James & Associates
Florida
$1.28M 42,612 +14,020 +49%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.11M 37,126 +266 +0.7%
FTUS
8
Flow Traders U.S.
New York
$826K 27,567 -13,963 -34%
AWE
9
Avidian Wealth Enterprises
Texas
$489K 16,298 -5,652 -26%
Osaic Holdings
10
Osaic Holdings
Arizona
$477K 15,910 +5,586 +54%
XF
11
XML Financial
Maryland
$445K 14,859
BOM
12
Bank of Marin
California
$344K 11,483 +55 +0.5%
RCAG
13
Rehmann Capital Advisory Group
Michigan
$313K 10,443 +710 +7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$313K 10,443 -327 -3%
CWM
15
Cornerstone Wealth Management
Missouri
$259K 8,642 +8,642 New
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$225K 7,500 -1,000 -12%
TRCT
17
Tower Research Capital (TRC)
New York
$214K 7,127 -28,429 -80%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$128K 4,276 -42,083 -91%
UBS Group
19
UBS Group
Switzerland
$53K 1,781 -1,597 -47%
WWM
20
Wagner Wealth Management
South Carolina
$10K 328 -200 -38%
GWS
21
Glassman Wealth Services
Virginia
$9K 300 +300 New
OMC
22
Old Mission Capital
Illinois
-84,777 Closed
CA
23
Cetera Advisors
Colorado
-28,787 Closed
Goldman Sachs
24
Goldman Sachs
New York
-20,420 Closed
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
-7,120 Closed