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iShares US Small Cap Equity Factor ETF
SMLF

193 hedge funds and large institutions have $1.44B invested in iShares US Small Cap Equity Factor ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

36% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 55

20% more capital invested

Capital invested by funds: $1.2B → $1.44B (+$244M)

6% more funds holding

Funds holding: 182 → 193 (+11)

0.71% more ownership

Funds ownership: 82.65% → 83.36% (+0.71%)

12% less funds holding in top 10

Funds holding in top 10: 17 → 15 (-2)

Holders
193
Holders Change
+11
Holders Change %
+6.04%
% of All Funds
2.59%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.2%
New
31
Increased
75
Reduced
55
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$250M
2
Ameriprise
Ameriprise
Minnesota
+$26.5M
3
FIA
Foundations Investment Advisors
Arizona
+$17.2M
4
Wells Fargo
Wells Fargo
California
+$17.2M
5
FIBT
First International Bank & Trust
North Dakota
+$12.9M

Top Sellers

1
SA
Sanctuary Advisors
Indiana
-$11.9M
2
GM
GeoWealth Management
Illinois
-$9.83M
3
LWMI
Landmark Wealth Management (Illinois)
Illinois
-$7.61M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.35M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$12M +$2.24M +33,317 +21%
FIBT
27
First International Bank & Trust
North Dakota
$11.9M +$12.9M +191,796 New
PAG
28
Private Advisor Group
New Jersey
$11.3M -$502K -7,460 -4%
ETC
29
Exchange Traded Concepts
Oklahoma
$11M +$2.55M +37,899 +27%
JP Morgan Chase
30
JP Morgan Chase
New York
$10.8M +$1.03M +15,371 +10%
IWC
31
Integrated Wealth Concepts
Massachusetts
$9.49M -$2.9M -43,074 -22%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$9.48M -$1.76M -26,113 -15%
SWP
33
Stratos Wealth Partners
Ohio
$8.96M +$5.1M +75,816 +111%
Jane Street
34
Jane Street
New York
$8.36M +$8M +118,972 +769%
DP
35
Denver PWM
Colorado
$7.8M +$774K +11,505 +10%
Osaic Holdings
36
Osaic Holdings
Arizona
$7.5M +$5.27M +78,348 +185%
WWA
37
WCG Wealth Advisors
Nevada
$7.49M +$464K +6,897 +6%
JAG
38
Journey Advisory Group
Kentucky
$6.61M +$1.14M +16,940 +19%
MML Investors Services
39
MML Investors Services
Massachusetts
$6.48M +$361K +5,373 +5%
ACM
40
Anfield Capital Management
California
$6M +$6.49M +96,473 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$5.93M +$917K +13,627 +17%
CCA
42
Cora Capital Advisors
New Jersey
$5.4M +$120K +1,788 +2%
UCFA
43
United Capital Financial Advisors
Texas
$5.27M +$3.16K +47 +0.1%
DI
44
DDFG Inc
California
$5.09M +$232K +3,456 +4%
FWM
45
FMA Wealth Management
Massachusetts
$5.01M -$11.8K -176 -0.2%
AA
46
Addison Advisors
Vermont
$4.84M -$268K -3,980 -5%
GM
47
GeoWealth Management
Illinois
$4.71M -$9.83M -146,135 -66%
Cerity Partners
48
Cerity Partners
New York
$4.69M -$78.2K -1,162 -2%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$4.25M +$2.77M +41,163 +151%
Raymond James Financial
50
Raymond James Financial
Florida
$4.19M +$834K +12,406 +23%
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SMLF Hedge Fund Activity: Q1 2025 in Review

193 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q1 2025, worth a combined $1.44B — up 20% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SMLF positions and 19 closed out — a net gain of 12 holders — while 75 added to existing stakes and 55 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $250M. The largest seller was Sanctuary Advisors, exiting entirely with an estimated $11.9M sold.

  • 193 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q1 2025, up from 182 in Q4 2024.
  • Funds reported $1.44B of iShares US Small Cap Equity Factor ETF stock for Q1 2025, up 20% quarter-over-quarter.
  • 31 funds opened new iShares US Small Cap Equity Factor ETF positions in Q1 2025 and 19 closed out, a net change of +12 holders.
  • The largest iShares US Small Cap Equity Factor ETF buyer in Q1 2025 was Fidelity Investments, an estimated $250M added.
  • The largest iShares US Small Cap Equity Factor ETF seller in Q1 2025 was Sanctuary Advisors, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2025.