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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

58 hedge funds and large institutions have $696M invested in iShares US Small Cap Equity Factor ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
24
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$122M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$119M
3
SFS
3
Strategic Financial Services
New York
$110M
4
BlackRock
4
BlackRock
New York
$14.3M
5
Wells Fargo
5
Wells Fargo
California
$10.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
GM
2
GeoWealth Management
Illinois
$0
3
FMP
3
Financial Management Professionals
Texas
$8.35M
4
Ameriprise
4
Ameriprise
Minnesota
$8.51M
5
CPO
5
Cerity Partners OCIO
New York
$5.45M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$1.13M 30,365 +964 +3%
TRCT
27
Tower Research Capital (TRC)
New York
$1.12M 30,169 +30,169 New
Bank of America
28
Bank of America
North Carolina
$1.07M 28,734 -3,780 -12%
FAAM
29
First Ascent Asset Management
Colorado
$1.06M 28,377 +6,101 +27%
AAS
30
Avantax Advisory Services
Texas
$992K 26,595 +26,595 New
FM
31
Foster & Motley
Ohio
$972K 26,092 -551 -2%
SWMG
32
Strategic Wealth Management Group
Maryland
$892K 23,933 -3,429 -13%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$851K 22,827 +843 +4%
SIAS
34
Shine Investment Advisory Services
Colorado
$825K 22,123 +7,640 +53%
SEIA
35
Signature Estate & Investment Advisors
California
$778K 20,879 +20,879 New
SC
36
Sepio Capital
Utah
$755K 20,249 +72 +0.4%
Brown Advisory
37
Brown Advisory
Maryland
$649K 17,424 -3,824 -18%
OIA
38
OneDigital Investment Advisors
Kansas
$637K 17,081 -1,068 -6%
CG
39
Colony Group
Massachusetts
$460K 12,345 – –
5L
40
55I LLC
Massachusetts
$448K 12,018 +12,018 New
Osaic Holdings
41
Osaic Holdings
Arizona
$431K 11,578 +3,292 +40%
SWP
42
Stratos Wealth Partners
Ohio
$377K 10,124 -5 -0%
CTA
43
Colonial Trust Advisors
South Carolina
$374K 10,030 +2,014 +25%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$294K 7,877 -894 -10%
WDL
45
Well Done LLC
Michigan
$272K 7,293 – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$219K 5,863 – –
PL
47
Plancorp LLC
Missouri
$218K 5,859 +5,859 New
CA
48
Cetera Advisors
Colorado
$206K 5,515 -4,456 -45%
Morgan Stanley
49
Morgan Stanley
New York
$203K 5,436 -351 -6%
CAL
50
Capital Advisors Ltd
Ohio
$187K 5,013 +1,741 +53%
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