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iShares US Small Cap Value Factor ETF

39 hedge funds and large institutions have $60.5M invested in iShares US Small Cap Value Factor ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
7
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WA
1
Waverly Advisors
Alabama
$13.6M 483,975 -1,208 -0.2%
Bank of America
2
Bank of America
North Carolina
$11.3M 401,961 -24,149 -6%
WDL
3
Well Done LLC
Michigan
$8.95M 317,947 +3,669 +1%
WBG
4
Wharton Business Group
Pennsylvania
$5.16M 183,410 +183,410 New
MF
5
Manchester Financial
California
$5M 177,555 -1,433 -0.8%
LPL Financial
6
LPL Financial
California
$2.5M 88,828 -18,588 -17%
GAA
7
Global Assets Advisory
Florida
$1.82M 64,772 -536 -0.8%
Truist Financial
8
Truist Financial
North Carolina
$1.67M 59,465 -5,451 -8%
RJA
9
Raymond James & Associates
Florida
$1.47M 52,296 -152 -0.3%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.34M 47,510 +38,390 +421%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.15M 40,778 +6,676 +20%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$703K 24,979 +3,008 +14%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$663K 23,579 +6,695 +40%
Citadel Advisors
14
Citadel Advisors
Florida
$571K 20,305 -7,561 -27%
WI
15
WBI Investments
New Jersey
$533K 18,941 -843 -4%
EE
16
EWG Elevate
California
$435K 15,468 +622 +4%
WFAG
17
Worth Financial Advisory Group
North Carolina
$429K 15,230 +15,230 New
IWC
18
Integrated Wealth Concepts
Massachusetts
$423K 15,018 +15,018 New
XF
19
XML Financial
Maryland
$418K 14,859
TRCT
20
Tower Research Capital (TRC)
New York
$391K 13,879 -17,844 -56%
Osaic Holdings
21
Osaic Holdings
Arizona
$357K 12,705 -5,215 -29%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$296K 10,510 +10,510 New
Mariner
23
Mariner
Kansas
$260K 9,242 -544 -6%
RJT
24
Raymond James Trust
Florida
$240K 8,526 -423 -5%
CPIG
25
Chicago Partners Investment Group
Illinois
$205K 6,678 -412 -6%