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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

78 hedge funds and large institutions have $1.05B invested in iShares US Small Cap Equity Factor ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
37
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$201M
2
5L
2
55I LLC
Massachusetts
$9.23M
3
AA
3
Addison Advisors
Vermont
$6.86M
4
FIA
4
Foundations Investment Advisors
Arizona
$18M
5
SFS
5
Strategic Financial Services
New York
$182M

Top Sellers

1
BlackRock
1
BlackRock
New York
$36.3M
2
AF
2
Allworth Financial
California
$4.05M
3
Wells Fargo
3
Wells Fargo
California
$24.8M
4
FMP
4
Financial Management Professionals
Texas
$8.78M
5
WANY
5
Wealthspire Advisors (New York)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BWCS
26
Beirne Wealth Consulting Services
Connecticut
$3.04M 55,371 -743 -1%
Citadel Advisors
27
Citadel Advisors
Florida
$2.32M 42,379 +42,379 New
Goldman Sachs
28
Goldman Sachs
New York
$2.16M 39,383 +39,383 New
SPIA
29
Steward Partners Investment Advisory
New York
$2.01M 36,716 -1,415 -4%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.98M 35,940 +12,319 +52%
FAAM
31
First Ascent Asset Management
Colorado
$1.95M 35,472 -1,730 -5%
TC
32
Trilogy Capital
California
$1.87M 34,092 -1,904 -5%
FTUS
33
Flow Traders U.S.
New York
$1.82M 33,147 -1,111 -3%
LPL Financial
34
LPL Financial
California
$1.73M 31,449 +3,402 +12%
FM
35
Foster & Motley
Ohio
$1.32M 23,986 -272 -1%
SC
36
Sepio Capital
Utah
$1.19M 21,717 +38 +0.2%
SEIA
37
Signature Estate & Investment Advisors
California
$1.19M 21,614 +138 +0.6%
Ameriprise
38
Ameriprise
Minnesota
$1.16M 21,145 +9,280 +78%
SWMG
39
Strategic Wealth Management Group
Maryland
$979K 17,842 +2,197 +14%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$968K 17,645 +327 +2%
Brown Advisory
41
Brown Advisory
Maryland
$959K 17,478 – –
OIA
42
OneDigital Investment Advisors
Kansas
$894K 16,308 +2 +0%
CTA
43
Colonial Trust Advisors
South Carolina
$773K 14,094 +537 +4%
DWP
44
Destiny Wealth Partners
Florida
$678K 12,366 – –
CG
45
Colony Group
Massachusetts
$677K 12,345 – –
WFAG
46
Wescott Financial Advisory Group
Pennsylvania
$642K 11,897 +780 +7%
CBFP
47
Cedar Brook Financial Partners
Ohio
$642K 11,701 +11,701 New
TRCT
48
Tower Research Capital (TRC)
New York
$627K 11,432 +10,583 +1,247%
FCFC
49
First Citizens Financial Corp
Iowa
$556K 10,144 +5,324 +110%
SWP
50
Stratos Wealth Partners
Ohio
$544K 9,920 -10 -0.1%
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