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iShares US Small Cap Value Factor ETF

26 hedge funds and large institutions have $23.6M invested in iShares US Small Cap Value Factor ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
12
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WDL
1
Well Done LLC
Michigan
$7.4M 280,161 -35,108 -11%
Truist Financial
2
Truist Financial
North Carolina
$2.37M 89,598 +8,006 +10%
LPL Financial
3
LPL Financial
California
$2.15M 81,311 -2,088 -3%
Bank of America
4
Bank of America
North Carolina
$1.9M 72,155 +26,913 +59%
RJA
5
Raymond James & Associates
Florida
$1.39M 52,742 -2,699 -5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$988K 37,416 +333 +0.9%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$969K 36,708 +36,708 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$886K 33,585 +6,528 +24%
EE
9
EWG Elevate
California
$883K 33,445 +5,505 +20%
TRCT
10
Tower Research Capital (TRC)
New York
$856K 32,441 +14,218 +78%
GAA
11
Global Assets Advisory
Florida
$797K 30,203 -5,672 -16%
IWC
12
Integrated Wealth Concepts
Massachusetts
$491K 18,589 +1,403 +8%
WA
13
Waverly Advisors
Alabama
$396K 14,988
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$377K 14,279 -444 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$351K 13,289 +3,518 +36%
RJT
16
Raymond James Trust
Florida
$273K 10,351 +1,886 +22%
Mariner
17
Mariner
Kansas
$258K 9,761 +434 +5%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$239K 9,036 +9,036 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$229K 8,682 +239 +3%
PAG
20
Private Advisor Group
New Jersey
$205K 7,782
Morgan Stanley
21
Morgan Stanley
New York
$201K 7,605 +5,115 +205%
WIM
22
Westside Investment Management
California
$34.3K 1,300
Fidelity Investments
23
Fidelity Investments
Massachusetts
$4.25K 161
CIAS
24
Capital Investment Advisory Services
North Carolina
$3.96K 150
CFD
25
Creative Financial Designs
Indiana
$2.92K 111