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iShares US Small Cap Value Factor ETF

29 hedge funds and large institutions have $81.3M invested in iShares US Small Cap Value Factor ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
+8
Holders Change %
+38.1%
% of All Funds
0.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
9
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RCM
1
Requisite Capital Management
Texas
$30.2M 944,926 -27,453 -3%
CPA
2
Capital Planning Advisors
California
$18.2M 567,590 -14,597 -3%
BWM
3
BT Wealth Management
Georgia
$14.5M 451,969 +99,082 +28%
MF
4
Manchester Financial
California
$5.3M 165,854 +165,854 New
LPL Financial
5
LPL Financial
California
$3.44M 107,682 -3,642 -3%
RJA
6
Raymond James & Associates
Florida
$1.8M 56,377 +13,765 +32%
OMC
7
Old Mission Capital
Illinois
$1.23M 38,442 +38,442 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.19M 37,180 +54 +0.1%
Bank of America
9
Bank of America
North Carolina
$803K 25,106 +25,106 New
AWE
10
Avidian Wealth Enterprises
Texas
$537K 16,779 +481 +3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$531K 16,604 +16,604 New
Osaic Holdings
12
Osaic Holdings
Arizona
$523K 16,368 +458 +3%
XF
13
XML Financial
Maryland
$475K 14,859
TRCT
14
Tower Research Capital (TRC)
New York
$450K 14,057 +6,930 +97%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$400K 12,496 -60,560 -83%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$370K 11,592 +11,592 New
BOM
17
Bank of Marin
California
$360K 11,270 -213 -2%
RCAG
18
Rehmann Capital Advisory Group
Michigan
$337K 10,537 +94 +0.9%
CWM
19
Cornerstone Wealth Management
Missouri
$279K 8,719 +77 +0.9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$234K 7,323 +3,047 +71%
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$163K 5,100 -2,400 -32%
BHWM
22
Beaird Harris Wealth Management
Texas
$24K 740 +740 New
WWM
23
Wagner Wealth Management
South Carolina
$10K 328
Morgan Stanley
24
Morgan Stanley
New York
$9K 270 +270 New
CIAS
25
Capital Investment Advisory Services
North Carolina
$5K 150 +150 New