SMLF icon

iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

115 hedge funds and large institutions have $615M invested in iShares US Small Cap Equity Factor ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
1.83%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
22
Increased
34
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$24.1M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.8M
3
AIM
3
Acropolis Investment Management
Missouri
$32.4M
4
CAN
4
Cetera Advisor Networks
California
$2.75M
5
QCM
5
QRG Capital Management
Illinois
$1.89M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$21.8M
3
AWM
3
Apollon Wealth Management
South Carolina
$365K
4
FIA
4
Foundations Investment Advisors
Arizona
$3.08M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$23.2M
Name Market Value Shares Shares
Change 		Shares
Change %
FIA
26
Foundations Investment Advisors
Arizona
$3.08M 59,557 -65,914 -53%
SPIA
27
Steward Partners Investment Advisory
New York
$2.82M 54,427 +1,385 +3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.8M 54,153 +54,153 New
CAN
29
Cetera Advisor Networks
California
$2.75M 53,113 +49,158 +1,243%
LPL Financial
30
LPL Financial
California
$2.68M 51,836 +13,683 +36%
DADC
31
D.A. Davidson & Co
Montana
$2.11M 40,803 +2,124 +5%
QCM
32
QRG Capital Management
Illinois
$1.89M 36,592 +36,592 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.81M 34,962 -1,186 -3%
CAM
34
Cozad Asset Management
Illinois
$1.78M 34,433 +2,010 +6%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.66M 32,094 -5,245 -14%
WBG
36
Wharton Business Group
Pennsylvania
$1.56M 30,115 – –
US Bancorp
37
US Bancorp
Minnesota
$1.55M 29,911 -5,840 -16%
PFBT
38
Parkside Financial Bank & Trust
Missouri
$1.34M 25,972 +24,797 +2,110%
Citadel Advisors
39
Citadel Advisors
Florida
$1.25M 24,199 +24,199 New
BBHC
40
Brown Brothers Harriman & Co
New York
$1.17M 22,708 – –
SC
41
Sepio Capital
Utah
$1.16M 22,376 – –
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$1.13M 21,893 -13,674 -38%
FM
43
Foster & Motley
Ohio
$1.08M 20,845 -963 -4%
WFAG
44
Wescott Financial Advisory Group
Pennsylvania
$1.05M 20,329 +763 +4%
SEIA
45
Signature Estate & Investment Advisors
California
$1.05M 20,288 -190 -0.9%
MML Investors Services
46
MML Investors Services
Massachusetts
$1.05M 20,238 +8,938 +79%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.04M 20,147 +6,455 +47%
Osaic Holdings
48
Osaic Holdings
Arizona
$1.04M 20,074 -14,761 -42%
CBFP
49
Cedar Brook Financial Partners
Ohio
$989K 19,127 +1,111 +6%
KWM
50
Kingsview Wealth Management
Oregon
$970K 18,742 +747 +4%
1
2
3 4 5