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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

104 hedge funds and large institutions have $1.09B invested in iShares US Small Cap Equity Factor ETF in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
104
Holders Change
+15
Holders Change %
+16.85%
% of All Funds
1.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
24
Increased
38
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Strategic Financial Services
New York
$192M
2
Ameriprise
2
Ameriprise
Minnesota
$6.46M
3
DI
3
DDFG Inc
California
$5.67M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.23M
5
GAM
5
GEM Asset Management
Michigan
$3.04M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$35.8M
2
MA
2
MUFG Americas
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.01M
4
BlackRock
4
BlackRock
New York
$27.7M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$96.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.17M 63,778 -797 -1%
GAM
27
GEM Asset Management
Michigan
$3.04M 61,210 +61,210 New
Goldman Sachs
28
Goldman Sachs
New York
$2.9M 58,360 +1,087 +2%
SPIA
29
Steward Partners Investment Advisory
New York
$2.56M 51,498 -2,912 -5%
US Bancorp
30
US Bancorp
Minnesota
$2.52M 50,645 +50,645 New
Jane Street
31
Jane Street
New York
$2.48M 50,008 +26,497 +113%
WF
32
Wayfinding Financial
Washington
$2.45M 47,792 +47,792 New
Osaic Holdings
33
Osaic Holdings
Arizona
$2.42M 48,688 -1,577 -3%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.3M 46,318 +10,780 +30%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$2.05M 41,262 +30,260 +275%
CCA
36
Cora Capital Advisors
New Jersey
$2.04M 41,002 +41,002 New
DADC
37
D.A. Davidson & Co
Montana
$1.68M 33,793 +4,779 +16%
WBG
38
Wharton Business Group
Pennsylvania
$1.5M 30,115 – –
LPL Financial
39
LPL Financial
California
$1.44M 29,047 +2,541 +10%
FM
40
Foster & Motley
Ohio
$1.2M 24,065 +170 +0.7%
CAM
41
Cozad Asset Management
Illinois
$1.18M 23,737 +18,232 +331%
SC
42
Sepio Capital
Utah
$1.11M 22,389 +310 +1%
SEIA
43
Signature Estate & Investment Advisors
California
$1.11M 22,263 -2,330 -9%
Citadel Advisors
44
Citadel Advisors
Florida
$1.01M 20,413 -34,015 -62%
AAS
45
Avantax Advisory Services
Texas
$990K 19,927 +7,540 +61%
WFAG
46
Wescott Financial Advisory Group
Pennsylvania
$928K 18,684 +1,118 +6%
BBHC
47
Brown Brothers Harriman & Co
New York
$890K 17,922 – –
CBFP
48
Cedar Brook Financial Partners
Ohio
$883K 17,772 +645 +4%
Brown Advisory
49
Brown Advisory
Maryland
$868K 17,478 – –
BWCS
50
Beirne Wealth Consulting Services
Connecticut
$860K 17,293 -6,887 -28%
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