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iShares US Small Cap Equity Factor ETF

215 hedge funds and large institutions have $1.48B invested in iShares US Small Cap Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

62% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 53

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

11% more funds holding

Funds holding: 193215 (+22)

2% more capital invested

Capital invested by funds: $1.44B → $1.48B (+$35.5M)

1.68% less ownership

Funds ownership: 83.36%81.68% (-1.7%)

Holders
215
Holders Change
+22
Holders Change %
+11.4%
% of All Funds
2.83%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.22%
New
41
Increased
86
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$13.3M +$98.6K +1,557 +0.8%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$13.2M -$915K -14,454 -7%
Raymond James Financial
28
Raymond James Financial
Florida
$13.1M +$7.97M +125,896 +187%
FIBT
29
First International Bank & Trust
North Dakota
$12.2M -$731K -11,552 -6%
PWM
30
PTM Wealth Management
United States
$11.4M +$10.3M +163,062 New
Osaic Holdings
31
Osaic Holdings
Arizona
$11M +$2.59M +40,873 +34%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$10.7M +$300K +4,739 +3%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$10.3M +$9.59M +151,512 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$10.1M +$5.38M +85,001 +134%
SWP
35
Stratos Wealth Partners
Ohio
$10.1M +$277K +4,381 +3%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$9.78M -$226M -3,575,585 -96%
IWC
37
Integrated Wealth Concepts
Massachusetts
$9.51M -$806K -12,738 -8%
DP
38
Denver PWM
Colorado
$8.93M +$375K +5,932 +5%
MML Investors Services
39
MML Investors Services
Massachusetts
$8.86M +$1.65M +26,118 +25%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$8.84M +$2.19M +34,642 +36%
WWA
41
WCG Wealth Advisors
Nevada
$8.42M +$213K +3,359 +3%
JP Morgan Chase
42
JP Morgan Chase
New York
$8.37M -$3.16M -49,984 -29%
ACM
43
Anfield Capital Management
California
$6.61M +$51.1K +807 +0.8%
CCA
44
Cora Capital Advisors
New Jersey
$5.81M -$78.1K -1,234 -1%
JAG
45
Journey Advisory Group
Kentucky
$5.78M -$1.34M -21,181 -20%
DI
46
DDFG Inc
California
$5.71M +$137K +2,160 +3%
GM
47
GeoWealth Management
Illinois
$5.68M +$500K +7,892 +10%
CAM
48
Cozad Asset Management
Illinois
$5.49M +$1.22M +19,321 +31%
AA
49
Addison Advisors
Vermont
$5.17M -$111K -1,758 -2%
FWM
50
FMA Wealth Management
Massachusetts
$5.16M +$47.5K +750 +1%

SMLF Hedge Fund Activity: Q2 2025 in Review

215 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q2 2025, worth a combined $1.48B — up 2.5% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SMLF positions and 15 closed out — a net gain of 26 holders — while 86 added to existing stakes and 53 trimmed.

The largest buyer was Ameriprise, adding an estimated $26.7M. The largest seller was Fidelity Investments, cutting an estimated $226M.

  • 215 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q2 2025, up from 193 in Q1 2025.
  • Funds reported $1.48B of iShares US Small Cap Equity Factor ETF stock for Q2 2025, up 2.5% quarter-over-quarter.
  • 41 funds opened new iShares US Small Cap Equity Factor ETF positions in Q2 2025 and 15 closed out, a net change of +26 holders.
  • The largest iShares US Small Cap Equity Factor ETF buyer in Q2 2025 was Ameriprise, an estimated $26.7M added.
  • The largest iShares US Small Cap Equity Factor ETF seller in Q2 2025 was Fidelity Investments, an estimated $226M sold.

Based on aggregated 13F filings for Q2 2025.