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iShares US Small Cap Value Factor ETF

37 hedge funds and large institutions have $85.1M invested in iShares US Small Cap Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
12
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MCC
1
Money Concepts Capital
Florida
$65.8M 2,194,327 +54,219 +3%
Bank of America
2
Bank of America
North Carolina
$3.56M 118,595 +12,385 +12%
Truist Financial
3
Truist Financial
North Carolina
$3.03M 100,894 +2,982 +3%
Goldman Sachs
4
Goldman Sachs
New York
$1.5M 50,000
GAA
5
Global Assets Advisory
Florida
$1.48M 52,086 +31,648 +155%
Raymond James Financial
6
Raymond James Financial
Florida
$979K 32,638 -510 -2%
LPL Financial
7
LPL Financial
California
$949K 31,635 -11,100 -26%
Two Sigma Investments
8
Two Sigma Investments
New York
$855K 28,500
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$784K 26,145 +1,619 +7%
WDL
10
Well Done LLC
Michigan
$771K 23,753 -1,201 -5%
Mariner
11
Mariner
Kansas
$745K 24,814 +3,249 +15%
PRI
12
Prepared Retirement Institute
Pennsylvania
$662K 22,048 -1,891 -8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$415K 13,819 +2,248 +19%
PAG
14
Private Advisor Group
New Jersey
$384K 12,787 +493 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$382K 12,746 -74 -0.6%
IWC
16
Integrated Wealth Concepts
Massachusetts
$335K 11,157 +10 +0.1%
DFG
17
Dynamic Financial Group
Iowa
$332K 11,053 -328 -3%
AAS
18
Ameritas Advisory Services
Nebraska
$329K 10,145
TRCT
19
Tower Research Capital (TRC)
New York
$317K 10,580 +633 +6%
NC
20
NovaPoint Capital
Georgia
$264K 8,785 +8,785 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$229K 7,632 -6,782 -47%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$227K 7,563 -3,541 -32%
Morgan Stanley
23
Morgan Stanley
New York
$212K 7,065
CPIG
24
Chicago Partners Investment Group
Illinois
$203K 6,985 +3 +0%
Osaic Holdings
25
Osaic Holdings
Arizona
$189K 6,295 -502 -7%