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iShares US Small Cap Value Factor ETF

27 hedge funds and large institutions have $22.1M invested in iShares US Small Cap Value Factor ETF in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 8 closing their positions.

Holders
27
Holders Change
-8
Holders Change %
-22.86%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
13
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WDL
1
Well Done LLC
Michigan
$8.41M 315,269 -14,527 -4%
LPL Financial
2
LPL Financial
California
$2.23M 83,399 -3,242 -4%
Truist Financial
3
Truist Financial
North Carolina
$2.18M 81,592 +3,852 +5%
RJA
4
Raymond James & Associates
Florida
$1.48M 55,441 +431 +0.8%
Bank of America
5
Bank of America
North Carolina
$1.21M 45,242 -365,858 -89%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$990K 37,083 +1,390 +4%
GAA
7
Global Assets Advisory
Florida
$958K 35,875 -27,154 -43%
EE
8
EWG Elevate
California
$746K 27,940 +6,895 +33%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$722K 27,057 +22,457 +488%
TRCT
10
Tower Research Capital (TRC)
New York
$486K 18,223 +6,949 +62%
IWC
11
Integrated Wealth Concepts
Massachusetts
$459K 17,186 +386 +2%
WA
12
Waverly Advisors
Alabama
$400K 14,988 -815 -5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$393K 14,723 +6 +0%
Osaic Holdings
14
Osaic Holdings
Arizona
$261K 9,771 +863 +10%
Mariner
15
Mariner
Kansas
$249K 9,327 +85 +0.9%
RJT
16
Raymond James Trust
Florida
$226K 8,465
RJFSA
17
Raymond James Financial Services Advisors
Florida
$225K 8,443 -31,755 -79%
PAG
18
Private Advisor Group
New Jersey
$208K 7,782 +15 +0.2%
UBS Group
19
UBS Group
Switzerland
$100K 3,751 +1,929 +106%
Morgan Stanley
20
Morgan Stanley
New York
$66.5K 2,490
WIM
21
Westside Investment Management
California
$34.7K 1,300
BHWM
22
Beaird Harris Wealth Management
Texas
$6.41K 240
GRP
23
Global Retirement Partners
California
$6.27K 235
Fidelity Investments
24
Fidelity Investments
Massachusetts
$4.3K 161 -326 -67%
CIAS
25
Capital Investment Advisory Services
North Carolina
$4K 150