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iShares US Small Cap Value Factor ETF

40 hedge funds and large institutions have $103M invested in iShares US Small Cap Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
40
Holders Change
+9
Holders Change %
+29.03%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
15
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MCC
1
Money Concepts Capital
Florida
$69.5M 2,140,108 +120,001 +6%
SA
2
Sanctuary Advisors
Indiana
$10.5M 314,640 +34,343 +12%
Bank of America
3
Bank of America
North Carolina
$3.45M 106,210 +22,311 +27%
Truist Financial
4
Truist Financial
North Carolina
$3.18M 97,912 +854 +0.9%
GRP
5
Global Retirement Partners
California
$2.48M 76,247 +76,247 New
Goldman Sachs
6
Goldman Sachs
New York
$1.62M 50,000 +50,000 New
LPL Financial
7
LPL Financial
California
$1.39M 42,735 +9,266 +28%
Raymond James Financial
8
Raymond James Financial
Florida
$1.08M 33,148 +33,148 New
Two Sigma Investments
9
Two Sigma Investments
New York
$926K 28,500 -4,200 -13%
WDL
10
Well Done LLC
Michigan
$804K 24,954
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$797K 24,526 -3,755 -13%
PRI
12
Prepared Retirement Institute
Pennsylvania
$778K 23,939 +4,813 +25%
Mariner
13
Mariner
Kansas
$700K 21,565 +2,624 +14%
GAA
14
Global Assets Advisory
Florida
$658K 20,438 +878 +4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$468K 14,414 +1,349 +10%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$416K 12,820 -304 -2%
PAG
17
Private Advisor Group
New Jersey
$399K 12,294 +12,294 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$376K 11,571 -33,945 -75%
DFG
19
Dynamic Financial Group
Iowa
$370K 11,381 +11,381 New
IWC
20
Integrated Wealth Concepts
Massachusetts
$362K 11,147 +257 +2%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$361K 11,104 +3,340 +43%
KAS
22
Kestra Advisory Services
Texas
$344K 10,586 +10,586 New
AAS
23
Ameritas Advisory Services
Nebraska
$330K 10,145 +10,145 New
TRCT
24
Tower Research Capital (TRC)
New York
$323K 9,947 +1,781 +22%
Jane Street
25
Jane Street
New York
$254K 7,809 -16,242 -68%