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iShares US Small Cap Value Factor ETF

40 hedge funds and large institutions have $100M invested in iShares US Small Cap Value Factor ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
40
Holders Change
+11
Holders Change %
+37.93%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
18
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RCM
1
Requisite Capital Management
Texas
$27.9M 909,452 -35,474 -4%
BWM
2
BT Wealth Management
Georgia
$15.5M 504,162 +52,193 +12%
CPA
3
Capital Planning Advisors
California
$9.91M 322,728 -244,862 -43%
WDL
4
Well Done LLC
Michigan
$8.87M 288,899 +288,899 New
Bank of America
5
Bank of America
North Carolina
$8.17M 265,878 +240,772 +959%
MF
6
Manchester Financial
California
$5.31M 172,816 +6,962 +4%
LPL Financial
7
LPL Financial
California
$3.42M 111,339 +3,657 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.13M 101,984 +90,392 +780%
BAWC
9
Boyce & Associates Wealth Consulting
Texas
$2.05M 66,720 +66,720 New
RJA
10
Raymond James & Associates
Florida
$1.92M 62,427 +6,050 +11%
Truist Financial
11
Truist Financial
North Carolina
$1.73M 56,209 +40,623 +261%
TAM
12
Tocqueville Asset Management
New York
$1.18M 38,386 +38,386 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.15M 37,473 +293 +0.8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.11M 36,186 +19,582 +118%
Jane Street
15
Jane Street
New York
$1.03M 33,454 +33,454 New
TRCT
16
Tower Research Capital (TRC)
New York
$873K 28,422 +14,365 +102%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$741K 24,138 +24,138 New
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$703K 22,919 +22,919 New
OMC
19
Old Mission Capital
Illinois
$650K 21,169 -17,273 -45%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$588K 19,141 +6,645 +53%
Osaic Holdings
21
Osaic Holdings
Arizona
$551K 17,972 +1,604 +10%
AWE
22
Avidian Wealth Enterprises
Texas
$518K 16,862 +83 +0.5%
XF
23
XML Financial
Maryland
$456K 14,859
EE
24
EWG Elevate
California
$456K 14,846 +14,846 New
RCAG
25
Rehmann Capital Advisory Group
Michigan
$338K 11,001 +464 +4%