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iShares US Small Cap Value Factor ETF

35 hedge funds and large institutions have $51.4M invested in iShares US Small Cap Value Factor ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
9
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WA
1
Waverly Advisors
Alabama
$12.5M 485,183 +485,183 New
Bank of America
2
Bank of America
North Carolina
$10.9M 426,110 +11,529 +3%
WDL
3
Well Done LLC
Michigan
$8.07M 314,278 +6,102 +2%
MF
4
Manchester Financial
California
$4.6M 178,988 +10,968 +7%
LPL Financial
5
LPL Financial
California
$2.76M 107,416 +5,987 +6%
GAA
6
Global Assets Advisory
Florida
$1.91M 65,308 +65,308 New
Truist Financial
7
Truist Financial
North Carolina
$1.67M 64,916 -4,281 -6%
RJA
8
Raymond James & Associates
Florida
$1.35M 52,448 +1,140 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.05M 40,793 -26,490 -39%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$875K 34,102 -3,492 -9%
TRCT
11
Tower Research Capital (TRC)
New York
$814K 31,723 -3,496 -10%
Citadel Advisors
12
Citadel Advisors
Florida
$715K 27,866 +27,866 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$564K 21,971 -7,389 -25%
WI
14
WBI Investments
New Jersey
$488K 19,784 -722 -4%
Osaic Holdings
15
Osaic Holdings
Arizona
$461K 17,920 +989 +6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$433K 16,884 -101,317 -86%
EE
17
EWG Elevate
California
$381K 14,846
XF
18
XML Financial
Maryland
$381K 14,859
AWE
19
Avidian Wealth Enterprises
Texas
$258K 10,035 +1,910 +24%
Mariner
20
Mariner
Kansas
$251K 9,786 +9,786 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$234K 9,120 +9,120 New
RJT
22
Raymond James Trust
Florida
$230K 8,949 -108 -1%
DWP
23
Destiny Wealth Partners
Florida
$210K 8,189
CPIG
24
Chicago Partners Investment Group
Illinois
$207K 7,090 +72 +1%
Morgan Stanley
25
Morgan Stanley
New York
$57K 2,220 -70 -3%