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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

53 hedge funds and large institutions have $127M invested in iShares US Small Cap Equity Factor ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
+11
Holders Change %
+26.19%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
16
Increased
19
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Strategic Financial Services
New York
$27.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17M
3
UBS Group
3
UBS Group
Switzerland
$14.9M
4
Wells Fargo
4
Wells Fargo
California
$7.48M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$15.5M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.38M
2
TA
2
TMD & Associates
Arizona
$0
3
CWM
3
Cornerstone Wealth Management
Missouri
$1.21M
4
LWS
4
Lucia Wealth Services
California
$6.32M
5
Jane Street
5
Jane Street
New York
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
BTS
26
BB&T Securities
Virginia
$783K 21,886 +5,410 +33%
Brown Advisory
27
Brown Advisory
Maryland
$764K 21,332 – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$602K 16,795 +9,511 +131%
TWA
29
Tillar-Wenstrup Advisors
Ohio
$494K 13,783 +920 +7%
CCA
30
Clearwater Capital Advisors
Illinois
$458K 12,798 +12,798 New
CG
31
Colony Group
Massachusetts
$442K 12,345 +12,345 New
CA
32
Cetera Advisors
Colorado
$422K 11,778 +1,719 +17%
CFD
33
Creative Financial Designs
Indiana
$392K 10,958 -1,073 -9%
MFW
34
Mosaic Family Wealth
Missouri
$357K 9,957 -398 -4%
BWCS
35
Beirne Wealth Consulting Services
Connecticut
$354K 9,873 +9,873 New
FM
36
Foster & Motley
Ohio
$349K 9,748 +3,288 +51%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$337K 9,419 +9,419 New
GLA
38
Good Life Advisors
Pennsylvania
$309K 8,613 +2,290 +36%
RF
39
RHS Financial
California
$285K 7,945 +7,945 New
AG
40
Advisor Group
Arizona
$221K 6,170 +2,400 +64%
PAS
41
Partnervest Advisory Services
California
$216K 6,027 -1,300 -18%
WDL
42
Well Done LLC
Michigan
$207K 5,775 +5,775 New
CC
43
Claybrook Capital
Massachusetts
$207K 5,775 +5,775 New
NFG
44
Next Financial Group
Texas
$150K 4,200 – –
AIA
45
Alera Investment Advisors
Illinois
$108K 3,022 +3,022 New
GWM
46
Geneos Wealth Management
Colorado
$91K 2,580 – –
William Blair & Company
47
William Blair & Company
Illinois
$54K 1,520 – –
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$47K 1,304 -166 -11%
US Bancorp
49
US Bancorp
Minnesota
$43K 1,210 +301 +33%
IA
50
IFP Advisors
Florida
$18K 504 – –
1
2
3