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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

63 hedge funds and large institutions have $417M invested in iShares US Small Cap Equity Factor ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
21
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$40.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$38.7M
3
SFS
3
Strategic Financial Services
New York
$47.5M
4
UCFA
4
United Capital Financial Advisors
Texas
$2.94M
5
ECG
5
Edge Capital Group
Georgia
$2.72M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.64M
3
PWMG
3
Prestige Wealth Management Group
New Jersey
$572K
4
Bank of America
4
Bank of America
North Carolina
$2.83M
5
BTS
5
BB&T Securities
Virginia
$646K
Name Market Value Shares Shares
Change 		Shares
Change %
SMG
26
Smart Money Group
Texas
$1.28M 31,771 -1,592 -5%
SWP
27
Stratos Wealth Partners
Ohio
$1.23M 30,611 +6,996 +30%
Brown Advisory
28
Brown Advisory
Maryland
$1.09M 26,942 – –
SPIA
29
Steward Partners Investment Advisory
New York
$975K 24,206 +2,151 +10%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$970K 24,096 -2,665 -10%
FM
31
Foster & Motley
Ohio
$813K 20,172 +8,364 +71%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$800K 19,855 +2,068 +12%
BTS
33
BB&T Securities
Virginia
$646K 16,040 -5,849 -27%
CA
34
Cetera Advisors
Colorado
$603K 15,014 +2,566 +21%
PWMG
35
Prestige Wealth Management Group
New Jersey
$572K 14,201 -19,242 -58%
TWA
36
Tillar-Wenstrup Advisors
Ohio
$571K 14,164 -48 -0.3%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$567K 14,054 -2,796 -17%
Morgan Stanley
38
Morgan Stanley
New York
$549K 13,615 – –
SXL
39
Summit X LLC
Missouri
$531K 13,175 -42 -0.3%
Citadel Advisors
40
Citadel Advisors
Florida
$521K 12,923 +12,923 New
CG
41
Colony Group
Massachusetts
$497K 12,345 – –
Citigroup
42
Citigroup
New York
$435K 10,800 +10,800 New
TP
43
Tranquility Partners
Tennessee
$398K 9,889 +9,889 New
WPSG
44
Wealth & Pension Services Group
Georgia
$360K 8,945 – –
AG
45
Advisor Group
Arizona
$279K 6,924 +709 +11%
MFW
46
Mosaic Family Wealth
Missouri
$262K 6,504 -2,248 -26%
WDL
47
Well Done LLC
Michigan
$258K 6,405 – –
CBFP
48
Cedar Brook Financial Partners
Ohio
$225K 5,573 +132 +2%
GLA
49
Good Life Advisors
Pennsylvania
$223K 5,562 -3,032 -35%
MML Investors Services
50
MML Investors Services
Massachusetts
$218K 5,401 +5,401 New
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