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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

102 hedge funds and large institutions have $846M invested in iShares US Small Cap Equity Factor ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.61%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
13
Increased
34
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$57.2M
2
UWPG
2
Ullmann Wealth Partners Group
Florida
$17.2M
3
AIM
3
Acropolis Investment Management
Missouri
$30.9M
4
Cerity Partners
4
Cerity Partners
New York
$5.38M
5
SFS
5
Strategic Financial Services
New York
$212M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$127M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$121M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$28.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.13M
5
PFM
5
Phillips Financial Management
Indiana
$7.03M
Name Market Value Shares Shares
Change 		Shares
Change %
DI
26
DDFG Inc
California
$3.32M 61,888 +477 +0.8%
GAM
27
GEM Asset Management
Michigan
$3.29M 61,302 +47 +0.1%
SPIA
28
Steward Partners Investment Advisory
New York
$2.84M 53,042 +249 +0.5%
DADC
29
D.A. Davidson & Co
Montana
$2.07M 38,679 +3,884 +11%
LPL Financial
30
LPL Financial
California
$2.05M 38,153 +5,609 +17%
Jane Street
31
Jane Street
New York
$2.01M 37,499 +525 +1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2M 37,339 +3,555 +11%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.94M 36,148 -2,015 -5%
US Bancorp
34
US Bancorp
Minnesota
$1.92M 35,751 -8,098 -18%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$1.91M 35,567 -11,803 -25%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.87M 34,835 -4,709 -12%
CAM
37
Cozad Asset Management
Illinois
$1.74M 32,423 +4,142 +15%
WBG
38
Wharton Business Group
Pennsylvania
$1.62M 30,115 – –
CL
39
Choreo LLC
Illinois
$1.44M 26,781 -257 -1%
BBHC
40
Brown Brothers Harriman & Co
New York
$1.22M 22,708 – –
SC
41
Sepio Capital
Utah
$1.2M 22,376 -90 -0.4%
FM
42
Foster & Motley
Ohio
$1.17M 21,808 -700 -3%
Goldman Sachs
43
Goldman Sachs
New York
$1.13M 20,988 -37,485 -64%
SEIA
44
Signature Estate & Investment Advisors
California
$1.1M 20,478 -1,048 -5%
WFAG
45
Wescott Financial Advisory Group
Pennsylvania
$1.05M 19,566 +221 +1%
CBFP
46
Cedar Brook Financial Partners
Ohio
$966K 18,016 +2 +0%
KWM
47
Kingsview Wealth Management
Oregon
$965K 17,995 +2,603 +17%
Brown Advisory
48
Brown Advisory
Maryland
$921K 17,176 -188 -1%
BWCS
49
Beirne Wealth Consulting Services
Connecticut
$898K 16,723 +748 +5%
AAS
50
Avantax Advisory Services
Texas
$784K 14,631 -7,314 -33%
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