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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 Market Value Shares Shares
Change
Shares
Change %
RCM
1
Requisite Capital Management
Texas
$21.1M 790,341 -119,111 -13%
BWM
2
BT Wealth Management
Georgia
$12.9M 483,601 -20,561 -4%
Bank of America
3
Bank of America
North Carolina
$11.1M 414,581 +148,703 +56%
WDL
4
Well Done LLC
Michigan
$8.23M 308,176 +19,277 +7%
MF
5
Manchester Financial
California
$4.49M 168,020 -4,796 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.16M 118,201 +16,217 +16%
LPL Financial
7
LPL Financial
California
$2.71M 101,429 -9,910 -9%
Truist Financial
8
Truist Financial
North Carolina
$1.85M 69,197 +12,988 +23%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.8M 67,283 +58,284 +648%
RJA
10
Raymond James & Associates
Florida
$1.37M 51,308 -11,119 -18%
OMC
11
Old Mission Capital
Illinois
$1.12M 41,970 +20,801 +98%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1M 37,594 +121 +0.3%
TRCT
13
Tower Research Capital (TRC)
New York
$941K 35,219 +6,797 +24%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$784K 29,360 +5,222 +22%
WI
15
WBI Investments
New Jersey
$528K 20,506 +20,506 New
Osaic Holdings
16
Osaic Holdings
Arizona
$452K 16,931 -1,041 -6%
EE
17
EWG Elevate
California
$397K 14,846
XF
18
XML Financial
Maryland
$397K 14,859
RJT
19
Raymond James Trust
Florida
$242K 9,057
DWP
20
Destiny Wealth Partners
Florida
$219K 8,189 +2,349 +40%
AWE
21
Avidian Wealth Enterprises
Texas
$217K 8,125 -8,737 -52%
CPIG
22
Chicago Partners Investment Group
Illinois
$206K 7,018 +7,018 New
PTC
23
Private Trust Company
Ohio
$134K 5,000 +5,000 New
Morgan Stanley
24
Morgan Stanley
New York
$61K 2,290
PA
25
Parallel Advisors
California
$59K 2,199 +2,199 New