iShares US Small Cap Equity Factor ETF
SMLF
25 hedge funds and large institutions have $32.1M invested in iShares US Small Cap Equity Factor ETF in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
96% more capital invested
Capital invested by funds: $16.4M → $32.1M (+$15.7M)
39% more funds holding
Funds holding: 18 → 25 (+7)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
10.88% more ownership
Funds ownership: 31.79% → 42.67% (+11%)
Top Buyers
| 1 |
TA
TMD & Associates
Scottsdale,
Arizona
|
+$6.04M |
| 2 |
CPO
Cerity Partners OCIO
New York
|
+$1.62M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.26M |
| 4 |
EA
Edge Advisors
Atlanta,
Georgia
|
+$548K |
| 5 |
Jane Street
New York
|
+$532K |
Top Sellers
| 1 |
WDL
Well Done LLC
Holland,
Michigan
|
-$785K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$74.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$57.1K |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$54K |
| 5 |
BlackRock
New York
|
-$34K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WDL
26
Well Done LLC
Holland,
Michigan
| – | -$785K | -20,600 | Closed |
|
|
27
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$54K | -1,419 | Closed |
|
SMLF Hedge Fund Activity: Q4 2017 in Review
25 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q4 2017, worth a combined $32.1M — up 96% from $16.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SMLF positions and 2 closed out — a net gain of 7 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was TMD & Associates, opening a new position worth an estimated $6.04M. The largest seller was Well Done LLC, exiting entirely with an estimated $785K sold.
- 25 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q4 2017, up from 18 in Q3 2017.
- Funds reported $32.1M of iShares US Small Cap Equity Factor ETF stock for Q4 2017, up 96% quarter-over-quarter.
- 9 funds opened new iShares US Small Cap Equity Factor ETF positions in Q4 2017 and 2 closed out, a net change of +7 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q4 2017 was TMD & Associates, an estimated $6.04M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q4 2017 was Well Done LLC, an estimated $785K sold.
Based on aggregated 13F filings for Q4 2017.