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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

156 hedge funds and large institutions have $1.07B invested in iShares US Small Cap Equity Factor ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
156
Holders Change
+9
Holders Change %
+6.12%
% of All Funds
2.26%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
18
Increased
76
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPG
1
Cornerstone Planning Group
New Jersey
$24.2M
2
Ameriprise
2
Ameriprise
Minnesota
$41.1M
3
WHG
3
Westwood Holdings Group
Texas
$9.64M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$16M
5
GM
5
GeoWealth Management
Illinois
$16.4M

Top Sellers

1
SFS
1
Strategic Financial Services
New York
$245M
2
BlackRock
2
BlackRock
New York
$31.3M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$18M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
AA
5
Addison Advisors
Vermont
$5.52M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$10.4M 156,236 +372 +0.2%
LWMI
27
Landmark Wealth Management (Illinois)
Illinois
$9.79M 147,480 +10,087 +7%
WHG
28
Westwood Holdings Group
Texas
$9.64M 145,292 +145,292 New
DP
29
Denver PWM
Colorado
$8.07M 121,585 +121,585 New
WWA
30
WCG Wealth Advisors
Nevada
$7.21M 108,691 +108,691 New
MML Investors Services
31
MML Investors Services
Massachusetts
$6.46M 97,429 +24,719 +34%
UCFA
32
United Capital Financial Advisors
Texas
$5.6M 84,387 +314 +0.4%
AA
33
Addison Advisors
Vermont
$5.52M 83,136 -8,153 -9%
Cerity Partners
34
Cerity Partners
New York
$5.48M 82,523 -417 -0.5%
JAG
35
Journey Advisory Group
Kentucky
$5.47M 89,351 – –
CCA
36
Cora Capital Advisors
New Jersey
$5.42M 81,722 +2,519 +3%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$5.25M 79,078 +8,617 +12%
DI
38
DDFG Inc
California
$5.11M 76,950 +38,748 +101%
FWM
39
FMA Wealth Management
Massachusetts
$5M 75,428 +41,781 +124%
PFM
40
Phillips Financial Management
Indiana
$4.81M 72,539 -7,370 -9%
SPIA
41
Steward Partners Investment Advisory
New York
$4.29M 64,644 +2,231 +4%
GAM
42
GEM Asset Management
Michigan
$4.17M 63,693 +282 +0.4%
BWCS
43
Beirne Wealth Consulting Services
Connecticut
$4.16M 62,683 +18,687 +42%
SWP
44
Stratos Wealth Partners
Ohio
$4.08M 61,540 +16,069 +35%
WFA
45
Wade Financial Advisory
California
$3.85M 58,101 +325 +0.6%
AF
46
Apollon Financial
South Carolina
$3.81M 57,360 -2,162 -4%
EH
47
Equitable Holdings
New York
$3.79M 57,048 +21,655 +61%
CAM
48
Cozad Asset Management
Illinois
$3.42M 51,514 +5,350 +12%
DADC
49
D.A. Davidson & Co
Montana
$3.18M 47,903 +2,595 +6%
WCA
50
Westover Capital Advisors
Delaware
$2.75M 41,476 +20,710 +100%
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