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iShares US Small Cap Value Factor ETF

35 hedge funds and large institutions have $34.9M invested in iShares US Small Cap Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 11 closing their positions.

Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.9M 411,100 +9,139 +2%
WDL
2
Well Done LLC
Michigan
$8.78M 329,796 +11,849 +4%
LPL Financial
3
LPL Financial
California
$2.31M 86,641 -2,187 -2%
Truist Financial
4
Truist Financial
North Carolina
$2.07M 77,740 +18,275 +31%
GAA
5
Global Assets Advisory
Florida
$1.63M 63,029 -1,743 -3%
RJA
6
Raymond James & Associates
Florida
$1.46M 55,010 +2,714 +5%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.23M 46,085 -1,425 -3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.07M 40,198 -580 -1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$950K 35,693 +10,714 +43%
Citadel Advisors
10
Citadel Advisors
Florida
$771K 28,978 +8,673 +43%
EE
11
EWG Elevate
California
$560K 21,045 +5,577 +36%
IWC
12
Integrated Wealth Concepts
Massachusetts
$447K 16,800 +1,782 +12%
WA
13
Waverly Advisors
Alabama
$421K 15,803 -468,172 -97%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$332K 12,470 +1,960 +19%
TRCT
15
Tower Research Capital (TRC)
New York
$300K 11,274 -2,605 -19%
Mariner
16
Mariner
Kansas
$246K 9,242
Osaic Holdings
17
Osaic Holdings
Arizona
$237K 8,908 -3,797 -30%
RJT
18
Raymond James Trust
Florida
$225K 8,465 -61 -0.7%
Goldman Sachs
19
Goldman Sachs
New York
$210K 7,893 +7,893 New
PAG
20
Private Advisor Group
New Jersey
$207K 7,767 +7,767 New
AAS
21
Ameritas Advisory Services
Nebraska
$142K 5,333 -1,832 -26%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$122K 4,600 +400 +10%
Morgan Stanley
23
Morgan Stanley
New York
$66.3K 2,490 +270 +12%
PA
24
Parallel Advisors
California
$58.5K 2,199
UBS Group
25
UBS Group
Switzerland
$48.5K 1,822 +1,822 New