SMLF icon

iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

80 hedge funds and large institutions have $908M invested in iShares US Small Cap Equity Factor ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
10
Increased
38
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$220M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$206M
3
FMP
3
Financial Management Professionals
Texas
$17.5M
4
SFS
4
Strategic Financial Services
New York
$183M
5
BlackRock
5
BlackRock
New York
$39.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$216K
2
Citadel Advisors
2
Citadel Advisors
Florida
$855K
3
FTUS
3
Flow Traders U.S.
New York
$381K
4
CCA
4
Clearwater Capital Advisors
Illinois
$26.1M
5
BWCS
5
Beirne Wealth Consulting Services
Connecticut
$2.26M
Name Market Value Shares Shares
Change 		Shares
Change %
BWCS
26
Beirne Wealth Consulting Services
Connecticut
$2.26M 41,947 -13,424 -24%
FAAM
27
First Ascent Asset Management
Colorado
$2.2M 40,973 +5,501 +16%
Osaic Holdings
28
Osaic Holdings
Arizona
$2.2M 40,603 +4,663 +13%
SPIA
29
Steward Partners Investment Advisory
New York
$2.02M 37,523 +807 +2%
LPL Financial
30
LPL Financial
California
$1.87M 34,722 +3,273 +10%
Jane Street
31
Jane Street
New York
$1.71M 31,897 +23,980 +303%
TC
32
Trilogy Capital
California
$1.67M 31,125 -2,967 -9%
FM
33
Foster & Motley
Ohio
$1.36M 25,361 +1,375 +6%
SEIA
34
Signature Estate & Investment Advisors
California
$1.29M 23,915 +2,301 +11%
SC
35
Sepio Capital
Utah
$1.17M 21,772 +55 +0.3%
WBG
36
Wharton Business Group
Pennsylvania
$1.08M 20,150 +15,060 +296%
WANY
37
Wealthspire Advisors (New York)
New York
$945K 17,587 +17,587 New
Brown Advisory
38
Brown Advisory
Maryland
$939K 17,478 – –
OIA
39
OneDigital Investment Advisors
Kansas
$877K 16,308 – –
Citadel Advisors
40
Citadel Advisors
Florida
$855K 15,913 -26,466 -62%
CTA
41
Colonial Trust Advisors
South Carolina
$828K 15,404 +1,310 +9%
CBFP
42
Cedar Brook Financial Partners
Ohio
$681K 12,661 +960 +8%
FCFC
43
First Citizens Financial Corp
Iowa
$678K 12,618 +2,474 +24%
CG
44
Colony Group
Massachusetts
$664K 12,345 – –
WFAG
45
Wescott Financial Advisory Group
Pennsylvania
$631K 11,740 -157 -1%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$557K 10,356 -7,289 -41%
WT
47
Washington Trust
Rhode Island
$537K 9,999 +9,331 +1,397%
SWP
48
Stratos Wealth Partners
Ohio
$521K 9,701 -219 -2%
GWM
49
Geneos Wealth Management
Colorado
$467K 8,591 +8,591 New
DWP
50
Destiny Wealth Partners
Florida
$435K 8,088 -4,278 -35%
1
2
3 4