SMLF icon

iShares US Small Cap Equity Factor ETF

192 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 18 closing their positions.

Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
2.61%
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
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$12M 193,539 +33,317 +21%
FIBT
27
First International Bank & Trust
North Dakota
$11.9M 191,796 +191,796 New
PAG
28
Private Advisor Group
New Jersey
$11.3M 182,566 -7,460 -4%
ETC
29
Exchange Traded Concepts
Oklahoma
$11M 177,718 +37,899 +27%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$10.8M 173,233 +15,371 +10%
IWC
31
Integrated Wealth Concepts
Massachusetts
$9.49M 152,659 -43,074 -22%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$9.48M 152,441 -26,113 -15%
SWP
33
Stratos Wealth Partners
Ohio
$8.96M 144,217 +75,816 +111%
Jane Street
34
Jane Street
New York
$8.36M 134,442 +118,972 +769%
DP
35
Denver PWM
Colorado
$7.8M 125,466 +11,505 +10%
Osaic Holdings
36
Osaic Holdings
Arizona
$7.5M 120,600 +78,348 +185%
WWA
37
WCG Wealth Advisors
Nevada
$7.49M 120,532 +6,897 +6%
JAG
38
Journey Advisory Group
Kentucky
$6.61M 106,291 +16,940 +19%
MML Investors Services
39
MML Investors Services
Massachusetts
$6.48M 104,304 +5,373 +5%
ACM
40
Anfield Capital Management
California
$6M 96,473 +96,473 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$5.93M 95,428 +13,627 +17%
CCA
42
Cora Capital Advisors
New Jersey
$5.4M 86,800 +1,788 +2%
UCFA
43
United Capital Financial Advisors
Texas
$5.27M 84,819 +47 +0.1%
DI
44
DDFG Inc
California
$5.09M 81,868 +3,456 +4%
FWM
45
FMA Wealth Management
Massachusetts
$5.01M 75,127 -176 -0.2%
AA
46
Addison Advisors
Vermont
$4.84M 77,787 -3,980 -5%
GM
47
GeoWealth Management
Illinois
$4.71M 75,702 -146,135 -66%
Cerity Partners
48
Cerity Partners
New York
$4.69M 75,477 -1,162 -2%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$4.25M 68,441 +41,163 +151%
Raymond James Financial
50
Raymond James Financial
Florida
$4.19M 67,380 +12,406 +23%