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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

64 hedge funds and large institutions have $477M invested in iShares US Small Cap Equity Factor ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
20
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Strategic Financial Services
New York
$67.5M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$63M
3
CCA
3
Clearwater Capital Advisors
Illinois
$15.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$61.1M
5
FMP
5
Financial Management Professionals
Texas
$6.93M

Top Sellers

1
LWS
1
Lucia Wealth Services
California
$2.43M
2
Jane Street
2
Jane Street
New York
$0
3
SMG
3
Smart Money Group
Texas
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
PWMG
5
Prestige Wealth Management Group
New Jersey
$1K
Name Market Value Shares Shares
Change 		Shares
Change %
SWMG
26
Strategic Wealth Management Group
Maryland
$920K 30,893 -3,554 -10%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$823K 27,610 +27,610 New
EH
28
Equitable Holdings
New York
$808K 27,129 -2,002 -7%
Brown Advisory
29
Brown Advisory
Maryland
$803K 26,942 – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$741K 24,876 -6,296 -20%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$618K 20,758 +7,064 +52%
OIA
32
OneDigital Investment Advisors
Kansas
$543K 18,214 +13,078 +255%
SXL
33
Summit X LLC
Missouri
$525K 17,561 +5,301 +43%
CA
34
Cetera Advisors
Colorado
$522K 17,509 -5,430 -24%
SPIA
35
Steward Partners Investment Advisory
New York
$460K 15,448 -9,029 -37%
VWM
36
Vigilare Wealth Management
Arizona
$419K 14,072 -3,279 -19%
CG
37
Colony Group
Massachusetts
$368K 12,345 – –
FAAM
38
First Ascent Asset Management
Colorado
$359K 12,061 +12,061 New
Truist Financial
39
Truist Financial
North Carolina
$346K 11,629 -2,833 -20%
Osaic Holdings
40
Osaic Holdings
Arizona
$302K 10,114 +10,114 New
PL
41
Plancorp LLC
Missouri
$234K 7,851 +7,851 New
TP
42
Tranquility Partners
Tennessee
$221K 7,425 -1,420 -16%
WDL
43
Well Done LLC
Michigan
$217K 7,293 +950 +15%
PA
44
Pinnacle Associates
New York
$216K 7,250 -12,100 -63%
PWMAG
45
Pinnacle Wealth Management Advisory Group
New Jersey
$206K 6,910 -11,775 -63%
Morgan Stanley
46
Morgan Stanley
New York
$190K 6,383 -7,232 -53%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$168K 5,648 -540 -9%
SIAS
48
Shine Investment Advisory Services
Colorado
$152K 5,088 +4,431 +674%
AA
49
Ancora Advisors
Ohio
$139K 4,674 – –
CAL
50
Capital Advisors Ltd
Ohio
$126K 3,655 +383 +12%
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