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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

68 hedge funds and large institutions have $509M invested in iShares US Small Cap Equity Factor ETF in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
26
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$72.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$70.8M
3
SFS
3
Strategic Financial Services
New York
$63M
4
AG
4
Advisor Group
Arizona
$7.21M
5
MA
5
MUFG Americas
New York
$4.15M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$6.17M
2
RJA
2
Raymond James & Associates
Florida
$0
3
LWS
3
Lucia Wealth Services
California
$7.96M
4
CWM
4
Cornerstone Wealth Management
Missouri
$743K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$266K
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$1.38M 32,120 +2,923 +10%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.34M 31,172 +2,156 +7%
FM
28
Foster & Motley
Ohio
$1.27M 29,577 +5,418 +22%
SMG
29
Smart Money Group
Texas
$1.27M 29,553 -342 -1%
EH
30
Equitable Holdings
New York
$1.25M 29,131 +29,131 New
Brown Advisory
31
Brown Advisory
Maryland
$1.16M 26,942 – –
SPIA
32
Steward Partners Investment Advisory
New York
$1.05M 24,477 -425 -2%
CA
33
Cetera Advisors
Colorado
$984K 22,939 +2,045 +10%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$868K 20,221 +533 +3%
PA
35
Pinnacle Associates
New York
$830K 19,350 +19,350 New
PWMAG
36
Pinnacle Wealth Management Advisory Group
New Jersey
$802K 18,685 +18,685 New
Citadel Advisors
37
Citadel Advisors
Florida
$797K 18,585 +12,811 +222%
GM
38
GeoWealth Management
Illinois
$785K 18,293 +18,293 New
CWM
39
Cornerstone Wealth Management
Missouri
$743K 17,314 -17,051 -50%
VWM
40
Vigilare Wealth Management
Arizona
$732K 17,351 +17,351 New
PWMG
41
Prestige Wealth Management Group
New Jersey
$708K 16,510 +1,071 +7%
TWA
42
Tillar-Wenstrup Advisors
Ohio
$638K 14,862 +145 +1%
Truist Financial
43
Truist Financial
North Carolina
$621K 14,462 +14,462 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$587K 13,694 +3,292 +32%
Morgan Stanley
45
Morgan Stanley
New York
$584K 13,615 – –
CG
46
Colony Group
Massachusetts
$530K 12,345 – –
SXL
47
Summit X LLC
Missouri
$528K 12,260 -2,335 -16%
TP
48
Tranquility Partners
Tennessee
$380K 8,845 -1,059 -11%
WDL
49
Well Done LLC
Michigan
$272K 6,343 – –
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$266K 6,188 -7,599 -55%
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