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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

181 hedge funds and large institutions have $1.2B invested in iShares US Small Cap Equity Factor ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
181
Holders Change
+25
Holders Change %
+16.03%
% of All Funds
2.41%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
37
Increased
69
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$31.7M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$18.3M
3
FOR
3
Family Office Research
Maryland
$13.7M
4
IA
4
Integrity Alliance
Iowa
$12M
5
Wells Fargo
5
Wells Fargo
California
$110M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$0
2
SFS
2
Strategic Financial Services
New York
$241M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$13.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.1M
5
GM
5
GeoWealth Management
Illinois
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$12.1M 178,554 -52,735 -23%
IA
27
Integrity Alliance
Iowa
$12M 178,431 +178,431 New
SA
28
Sanctuary Advisors
Indiana
$11.9M 166,599 +4,387 +3%
UBS Group
29
UBS Group
Switzerland
$10.8M 160,222 +3,986 +3%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$10.7M 157,862 +138,390 +711%
ETC
31
Exchange Traded Concepts
Oklahoma
$9.44M 139,819 +139,819 New
LWMI
32
Landmark Wealth Management (Illinois)
Illinois
$9.41M 139,344 -8,136 -6%
DP
33
Denver PWM
Colorado
$7.69M 113,961 -7,624 -6%
WWA
34
WCG Wealth Advisors
Nevada
$7.67M 113,635 +4,944 +5%
MML Investors Services
35
MML Investors Services
Massachusetts
$6.68M 98,931 +1,502 +2%
CCA
36
Cora Capital Advisors
New Jersey
$5.74M 85,012 +3,290 +4%
UCFA
37
United Capital Financial Advisors
Texas
$5.72M 84,772 +385 +0.5%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$5.52M 81,801 +2,723 +3%
AA
39
Addison Advisors
Vermont
$5.52M 81,767 -1,369 -2%
JAG
40
Journey Advisory Group
Kentucky
$5.47M 89,351 – –
DI
41
DDFG Inc
California
$5.29M 78,412 +1,462 +2%
Cerity Partners
42
Cerity Partners
New York
$5.17M 76,639 -5,884 -7%
FWM
43
FMA Wealth Management
Massachusetts
$5.08M 75,303 -125 -0.2%
GAM
44
GEM Asset Management
Michigan
$4.78M 70,806 +7,113 +11%
SWP
45
Stratos Wealth Partners
Ohio
$4.62M 68,401 +6,861 +11%
SPIA
46
Steward Partners Investment Advisory
New York
$4.49M 66,474 +1,830 +3%
PFM
47
Phillips Financial Management
Indiana
$4.39M 65,001 -7,538 -10%
BWCS
48
Beirne Wealth Consulting Services
Connecticut
$4.28M 63,416 +733 +1%
CAM
49
Cozad Asset Management
Illinois
$3.95M 58,480 +6,966 +14%
WFA
50
Wade Financial Advisory
California
$3.94M 58,352 +251 +0.4%
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