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iShares US Small Cap Value Factor ETF

32 hedge funds and large institutions have $31.5M invested in iShares US Small Cap Value Factor ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WDL
1
Well Done LLC
Michigan
$7.96M 258,353 -21,808 -8%
SAM
2
Synergy Asset Management
Washington
$4.26M 138,275 +138,275 New
Bank of America
3
Bank of America
North Carolina
$2.91M 94,558 +22,403 +31%
Truist Financial
4
Truist Financial
North Carolina
$2.71M 87,895 -1,703 -2%
LPL Financial
5
LPL Financial
California
$2.47M 80,243 -1,068 -1%
RJA
6
Raymond James & Associates
Florida
$1.59M 51,784 -958 -2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.3M 42,164 +5,456 +15%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.23M 40,013 +2,597 +7%
EE
9
EWG Elevate
California
$1.02M 33,074 -371 -1%
GAA
10
Global Assets Advisory
Florida
$761K 24,656 -5,547 -18%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$728K 23,664 -9,921 -30%
IWC
12
Integrated Wealth Concepts
Massachusetts
$528K 17,131 -1,458 -8%
Mariner
13
Mariner
Kansas
$522K 16,956 +7,195 +74%
WA
14
Waverly Advisors
Alabama
$461K 14,981 -7 -0%
Morgan Stanley
15
Morgan Stanley
New York
$443K 14,380 +6,775 +89%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$440K 14,283 +4 +0%
RJT
17
Raymond James Trust
Florida
$396K 12,861 +2,510 +24%
Osaic Holdings
18
Osaic Holdings
Arizona
$291K 9,442 -3,847 -29%
WE
19
Wealth Effects
Massachusetts
$288K 9,350 +9,350 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$278K 9,038 +2 +0%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$273K 8,879 +197 +2%
Citadel Advisors
22
Citadel Advisors
Florida
$224K 7,266 +7,266 New
CPIG
23
Chicago Partners Investment Group
Illinois
$204K 6,846 +6,846 New
TRCT
24
Tower Research Capital (TRC)
New York
$93.9K 3,047 -29,394 -91%
WIM
25
Westside Investment Management
California
$40K 1,300