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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

141 hedge funds and large institutions have $838M invested in iShares US Small Cap Equity Factor ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
141
Holders Change
+18
Holders Change %
+14.63%
% of All Funds
2.04%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
30
Increased
46
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCFFS
1
Pacific Center for Financial Services
California
$24.1M
2
RWM
2
Reston Wealth Management
Virginia
$14.5M
3
Ameriprise
3
Ameriprise
Minnesota
$15M
4
Wells Fargo
4
Wells Fargo
California
$79.5M
5
LPL Financial
5
LPL Financial
California
$12.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$318K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$24.4M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$19.8M
4
DI
4
DAGCO Inc
Ohio
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$5.01M 78,738 +1,772 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.95M 77,921 +283 +0.4%
CAN
28
Cetera Advisor Networks
California
$4.86M 76,441 +13,696 +22%
MML Investors Services
29
MML Investors Services
Massachusetts
$4.28M 67,273 +12,519 +23%
SPIA
30
Steward Partners Investment Advisory
New York
$3.89M 61,249 +6,987 +13%
WFA
31
Wade Financial Advisory
California
$3.88M 60,957 -27,754 -31%
AF
32
Apollon Financial
South Carolina
$3.84M 60,412 -8,437 -12%
KWM
33
Kingsview Wealth Management
Oregon
$3.8M 59,762 +19,669 +49%
JAG
34
Journey Advisory Group
Kentucky
$3.74M 58,854 +58,854 New
GAM
35
GEM Asset Management
Michigan
$3.72M 63,129 +628 +1%
DADC
36
D.A. Davidson & Co
Montana
$2.75M 43,262 +33 +0.1%
BWCS
37
Beirne Wealth Consulting Services
Connecticut
$2.72M 42,779 +2,354 +6%
CAM
38
Cozad Asset Management
Illinois
$2.69M 42,331 +2,955 +8%
DWS
39
Dynamic Wealth Strategies
California
$2.46M 38,638 -572 -1%
DI
40
DDFG Inc
California
$2.38M 37,491 -22,651 -38%
PFBT
41
Parkside Financial Bank & Trust
Missouri
$2.27M 35,720 +87 +0.2%
Osaic Holdings
42
Osaic Holdings
Arizona
$2.19M 34,409 +13,919 +68%
PPWP
43
Premier Path Wealth Partners
New Jersey
$2.03M 31,946 +6,303 +25%
FWM
44
FMA Wealth Management
Massachusetts
$2M 31,513 +4,332 +16%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.96M 30,901 -3,276 -10%
SWP
46
Stratos Wealth Partners
Ohio
$1.92M 30,175 +30,175 New
WBG
47
Wharton Business Group
Pennsylvania
$1.91M 30,064 -25 -0.1%
US Bancorp
48
US Bancorp
Minnesota
$1.72M 26,976 +184 +0.7%
BWM
49
BKM Wealth Management
Wisconsin
$1.66M 26,102 -1,173 -4%
WCA
50
Westover Capital Advisors
Delaware
$1.31M 20,649 +465 +2%
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