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iShares US Small Cap Equity Factor ETF
SMLF

31 hedge funds and large institutions have $105M invested in iShares US Small Cap Equity Factor ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more capital invested

Capital invested by funds: $38.6M → $105M (+$66.4M)

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

61.25% more ownership

Funds ownership: 43.84% → 105.09% (+61%)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

7% more funds holding

Funds holding: 29 → 31 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
14
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$70M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$19.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$4.82M
4
BTS
BB&T Securities
Virginia
+$530K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$507K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$897K
2
Jane Street
Jane Street
New York
-$852K
3
Bank of America
Bank of America
North Carolina
-$369K
4
FA
FDx Advisors
Illinois
-$284K
5
BlackRock
BlackRock
New York
-$196K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
26
Ruggie Capital Group
Florida
$114K +$112K +2,734 New
William Blair & Company
27
William Blair & Company
Illinois
$64K +$62.3K +1,520 New
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$57K – – –
KFA
29
Kabarec Financial Advisors
Illinois
$52K +$51.4K +1,252 New
IA
30
IFP Advisors
Florida
$21K -$189K -4,599 -90%
AG
31
Advisor Group
Arizona
$4K – – –
Jane Street
32
Jane Street
New York
– -$852K -21,776 Closed
FA
33
FDx Advisors
Illinois
– -$284K -7,264 Closed
WDL
34
Well Done LLC
Michigan
– -$114K -2,905 Closed
RWG
35
Regal Wealth Group
California
– -$5K -140 Closed
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