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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

123 hedge funds and large institutions have $710M invested in iShares US Small Cap Equity Factor ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
123
Holders Change
+8
Holders Change %
+6.96%
% of All Funds
1.8%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
22
Increased
41
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Apollon Financial
South Carolina
$4.05M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.47M
3
DWS
3
Dynamic Wealth Strategies
California
$2.31M
4
DI
4
DAGCO Inc
Ohio
$2.31M
5
AIM
5
Acropolis Investment Management
Missouri
$39.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$6.24M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$25.3M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$21M
4
FIA
4
Foundations Investment Advisors
Arizona
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$3.95M 67,126 +15,290 +29%
CAN
27
Cetera Advisor Networks
California
$3.69M 62,745 +9,632 +18%
GAM
28
GEM Asset Management
Michigan
$3.68M 62,501 +402 +0.6%
DI
29
DDFG Inc
California
$3.54M 60,142 -281 -0.5%
Goldman Sachs
30
Goldman Sachs
New York
$3.47M 59,028 +49,111 +495%
MML Investors Services
31
MML Investors Services
Massachusetts
$3.22M 54,754 +34,516 +171%
SPIA
32
Steward Partners Investment Advisory
New York
$3.19M 54,262 -165 -0.3%
DADC
33
D.A. Davidson & Co
Montana
$2.54M 43,229 +2,426 +6%
BWCS
34
Beirne Wealth Consulting Services
Connecticut
$2.38M 40,425 +23,702 +142%
KWM
35
Kingsview Wealth Management
Oregon
$2.36M 40,093 +21,351 +114%
CAM
36
Cozad Asset Management
Illinois
$2.32M 39,376 +4,943 +14%
DI
37
DAGCO Inc
Ohio
$2.31M 39,210 +39,210 New
DWS
38
Dynamic Wealth Strategies
California
$2.31M 39,210 +39,210 New
PFBT
39
Parkside Financial Bank & Trust
Missouri
$2.1M 35,633 +9,661 +37%
Citadel Advisors
40
Citadel Advisors
Florida
$2.03M 34,586 +10,387 +43%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$2.01M 34,177 -785 -2%
Jane Street
42
Jane Street
New York
$1.78M 30,310 +17,333 +134%
WBG
43
Wharton Business Group
Pennsylvania
$1.77M 30,089 -26 -0.1%
QCM
44
QRG Capital Management
Illinois
$1.65M 28,099 -8,493 -23%
BWM
45
BKM Wealth Management
Wisconsin
$1.6M 27,275 +27,275 New
FWM
46
FMA Wealth Management
Massachusetts
$1.6M 27,181 +27,181 New
US Bancorp
47
US Bancorp
Minnesota
$1.58M 26,792 -3,119 -10%
PPWP
48
Premier Path Wealth Partners
New Jersey
$1.53M 25,643 +25,643 New
BBHC
49
Brown Brothers Harriman & Co
New York
$1.32M 22,493 -215 -0.9%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.3M 22,148 +2,001 +10%
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