iShares US Small Cap Equity Factor ETF
SMLF
299 hedge funds and large institutions have $3.12B invested in iShares US Small Cap Equity Factor ETF in 2026 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 122 increasing their positions, 90 reducing their positions, and 12 closing their positions.
300% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 12
36% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 90
14% more capital invested
Capital invested by funds: $2.74B → $3.12B (+$379M)
11% more funds holding
Funds holding: 269 → 299 (+30)
5% less funds holding in top 10
Funds holding in top 10: 22 → 21 (-1)
9.03% less ownership
Funds ownership: 83.78% → 74.74% (-9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$55.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$35.5M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$33M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.8M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$16.4M |
| 2 |
ACM
Advance Capital Management
Southfield,
Michigan
|
-$5.78M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.14M |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
-$4.49M |
| 5 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$4.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWA
301
Talisman Wealth Advisors
Mountainside,
New Jersey
| – | -$2.12M | -28,136 | Closed |
|
|
GSEP
302
Golden State Equity Partners
South Coast Metro,
California
| – | -$466K | -6,172 | Closed |
|
|
PA
303
Procyon Advisors
Shelton,
Connecticut
| – | -$359K | -4,750 | Closed |
|
304
Belvedere Trading
Chicago,
Illinois
| – | -$55.5K | -735 | Closed |
|
|
MCM
305
MAI Capital Management
Independence,
Ohio
| – | -$45.4K | -602 | Closed |
|
|
AT
306
Arlington Trust
Birmingham,
Alabama
| – | -$28.5K | -378 | Closed |
|
|
RFP
307
Root Financial Partners
Encinitas,
California
| – | -$17.7K | -234 | Closed |
|
|
EB
308
Eastern Bank
Boston,
Massachusetts
| – | -$14.2K | -188 | Closed |
|
|
AG
309
AmeriFlex Group
Las Vegas,
Nevada
| – | -$7.25K | -96 | Closed |
|
|
SIS
310
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$5.93K | -78 | Closed |
|
|
MG
311
Mather Group
Chicago,
Illinois
| – | -$495 | -7 | Closed |
|
SMLF Hedge Fund Activity: Q2 2026 in Review
299 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q2 2026, worth a combined $3.12B — up 14% from $2.74B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SMLF positions and 12 closed out — a net gain of 36 holders — while 122 added to existing stakes and 90 trimmed.
The largest buyer was Charles Schwab, adding an estimated $55.1M. The largest seller was Systelligence LLC, exiting entirely with an estimated $16.4M sold.
- 299 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q2 2026, up from 269 in Q1 2026.
- Funds reported $3.12B of iShares US Small Cap Equity Factor ETF stock for Q2 2026, up 14% quarter-over-quarter.
- 48 funds opened new iShares US Small Cap Equity Factor ETF positions in Q2 2026 and 12 closed out, a net change of +36 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q2 2026 was Charles Schwab, an estimated $55.1M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q2 2026 was Systelligence LLC, an estimated $16.4M sold.
Based on aggregated 13F filings for Q2 2026.