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iShares US Small Cap Value Factor ETF

29 hedge funds and large institutions have $36.4M invested in iShares US Small Cap Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
7
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GAA
1
Global Assets Advisory
Florida
$19.1M 577,843 +553,187 +2,244%
Truist Financial
2
Truist Financial
North Carolina
$2.94M 96,058 +8,163 +9%
Bank of America
3
Bank of America
North Carolina
$2.42M 79,072 -15,486 -16%
RJA
4
Raymond James & Associates
Florida
$1.5M 48,948 -2,836 -5%
LPL Financial
5
LPL Financial
California
$1.37M 44,799 -35,444 -44%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.29M 42,179 +15 +0%
EE
7
EWG Elevate
California
$1.13M 36,798 +3,724 +11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.11M 36,288 -3,725 -9%
WDL
9
Well Done LLC
Michigan
$1.01M 32,852 -225,501 -87%
Mariner
10
Mariner
Kansas
$506K 16,515 -441 -3%
IWC
11
Integrated Wealth Concepts
Massachusetts
$500K 16,344 -787 -5%
WA
12
Waverly Advisors
Alabama
$459K 14,981
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$429K 13,996 -287 -2%
RJT
14
Raymond James Trust
Florida
$394K 12,861
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$388K 12,686 -10,978 -46%
Citadel Advisors
16
Citadel Advisors
Florida
$343K 11,209 +3,943 +54%
TRCT
17
Tower Research Capital (TRC)
New York
$304K 9,926 +6,879 +226%
WE
18
Wealth Effects
Massachusetts
$286K 9,350
RJFSA
19
Raymond James Financial Services Advisors
Florida
$251K 8,206 -673 -8%
Morgan Stanley
20
Morgan Stanley
New York
$246K 8,043 -6,337 -44%
CPIG
21
Chicago Partners Investment Group
Illinois
$203K 6,883 +37 +0.5%
Osaic Holdings
22
Osaic Holdings
Arizona
$155K 5,050 -4,392 -47%
WIM
23
Westside Investment Management
California
$39.8K 1,300
US Bancorp
24
US Bancorp
Minnesota
$7.78K 254
Fidelity Investments
25
Fidelity Investments
Massachusetts
$4.93K 161