SMLF icon

iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

147 hedge funds and large institutions have $867M invested in iShares US Small Cap Equity Factor ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
147
Holders Change
+6
Holders Change %
+4.26%
% of All Funds
2.14%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
19
Increased
56
Reduced
39
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$22.1M
2
SFS
2
Searcy Financial Services
Kansas
$21.3M
3
FF
3
Fox Financial
Pennsylvania
$10.1M
4
SA
4
Sanctuary Advisors
Indiana
$8.49M
5
LPL Financial
5
LPL Financial
California
$20.1M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$1.75M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$13.3M
3
SFS
3
Strategic Financial Services
New York
$231M
4
KWM
4
Kingsview Wealth Management
Oregon
$987K
5
BCM
5
Brookstone Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
26
Addison Advisors
Vermont
$5.59M 91,289 -1,721 -2%
PAG
27
Private Advisor Group
New Jersey
$5.59M 91,259 +78,329 +606%
JAG
28
Journey Advisory Group
Kentucky
$5.47M 89,351 +30,497 +52%
UCFA
29
United Capital Financial Advisors
Texas
$5.15M 84,073 +724 +0.9%
Cerity Partners
30
Cerity Partners
New York
$5.08M 82,940 -2,999 -3%
PFM
31
Phillips Financial Management
Indiana
$4.89M 79,909 -8,040 -9%
CCA
32
Cora Capital Advisors
New Jersey
$4.85M 79,203 -538 -0.7%
MML Investors Services
33
MML Investors Services
Massachusetts
$4.45M 72,710 +5,437 +8%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$4.31M 70,461 -7,460 -10%
GAM
35
GEM Asset Management
Michigan
$3.88M 63,411 +282 +0.4%
SPIA
36
Steward Partners Investment Advisory
New York
$3.82M 62,413 +1,164 +2%
AF
37
Apollon Financial
South Carolina
$3.64M 59,522 -890 -1%
WFA
38
Wade Financial Advisory
California
$3.54M 57,776 -3,181 -5%
CAM
39
Cozad Asset Management
Illinois
$2.83M 46,164 +3,833 +9%
SWP
40
Stratos Wealth Partners
Ohio
$2.78M 45,471 +15,296 +51%
DADC
41
D.A. Davidson & Co
Montana
$2.77M 45,308 +2,046 +5%
BWCS
42
Beirne Wealth Consulting Services
Connecticut
$2.69M 43,996 +1,217 +3%
SEIA
43
Signature Estate & Investment Advisors
California
$2.38M 38,933 +20,255 +108%
DI
44
DDFG Inc
California
$2.34M 38,202 +711 +2%
DWS
45
Dynamic Wealth Strategies
California
$2.32M 37,950 -688 -2%
PFBT
46
Parkside Financial Bank & Trust
Missouri
$2.19M 35,810 +90 +0.3%
EH
47
Equitable Holdings
New York
$2.17M 35,393 +35,393 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$2.07M 33,755 +33,755 New
FWM
49
FMA Wealth Management
Massachusetts
$2.06M 33,647 +2,134 +7%
PPWP
50
Premier Path Wealth Partners
New Jersey
$2.05M 33,528 +1,582 +5%
1
2
3 4 5