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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

95 hedge funds and large institutions have $1.21B invested in iShares US Small Cap Equity Factor ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
95
Holders Change
+15
Holders Change %
+18.75%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
18
Increased
44
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$196M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$250M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$233M
4
Wells Fargo
4
Wells Fargo
California
$31.8M
5
SFS
5
Strategic Financial Services
New York
$197M

Top Sellers

1
VWM
1
Venturi Wealth Management
Texas
$5.2M
2
TC
2
Trilogy Capital
California
$0
3
CPO
3
Cerity Partners OCIO
New York
$6.36M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
CTA
5
Colonial Trust Advisors
South Carolina
$579K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$3.6M 62,766 +22,163 +55%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.59M 62,744 +1,462 +2%
Jane Street
28
Jane Street
New York
$3.44M 60,089 +28,192 +88%
FAAM
29
First Ascent Asset Management
Colorado
$3.04M 53,006 +12,033 +29%
SPIA
30
Steward Partners Investment Advisory
New York
$2.55M 44,454 +6,931 +18%
BWCS
31
Beirne Wealth Consulting Services
Connecticut
$2.53M 44,125 +2,178 +5%
WF
32
Wayfinding Financial
Washington
$2.45M 47,792 +47,792 New
LPL Financial
33
LPL Financial
California
$2.12M 36,970 +2,248 +6%
Citadel Advisors
34
Citadel Advisors
Florida
$2.11M 36,769 +20,856 +131%
WBG
35
Wharton Business Group
Pennsylvania
$1.72M 30,115 +9,965 +49%
SEIA
36
Signature Estate & Investment Advisors
California
$1.4M 24,465 +550 +2%
FM
37
Foster & Motley
Ohio
$1.28M 22,417 -2,944 -12%
SC
38
Sepio Capital
Utah
$1.25M 21,894 +122 +0.6%
WANY
39
Wealthspire Advisors (New York)
New York
$1M 17,527 -60 -0.3%
Brown Advisory
40
Brown Advisory
Maryland
$1M 17,478 – –
OIA
41
OneDigital Investment Advisors
Kansas
$864K 15,096 -1,212 -7%
CBFP
42
Cedar Brook Financial Partners
Ohio
$765K 13,366 +705 +6%
FCFC
43
First Citizens Financial Corp
Iowa
$730K 12,743 +125 +1%
WFAG
44
Wescott Financial Advisory Group
Pennsylvania
$715K 12,494 +754 +6%
CG
45
Colony Group
Massachusetts
$707K 12,345 – –
DT
46
Diversified Trust
Tennessee
$644K 11,242 +11,242 New
AWP
47
Ascent Wealth Partners
New York
$610K 10,655 +10,655 New
CTA
48
Colonial Trust Advisors
South Carolina
$579K 10,113 -5,291 -34%
WT
49
Washington Trust
Rhode Island
$572K 9,999 – –
SWP
50
Stratos Wealth Partners
Ohio
$546K 9,539 -162 -2%
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