SMLF icon

iShares US Small Cap Equity Factor ETF

212 hedge funds and large institutions have $1.47B invested in iShares US Small Cap Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 85 increasing their positions, 54 reducing their positions, and 15 closing their positions.

Holders
212
Holders Change
+20
Holders Change %
+10.42%
% of All Funds
2.85%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
40
Increased
85
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Cerity Partners
51
Cerity Partners
New York
$5.03M 74,023 -1,454 -2%
UCFA
52
United Capital Financial Advisors
Texas
$4.82M 70,955 -13,864 -16%
SPIA
53
Steward Partners Investment Advisory
New York
$4.82M 70,887 +4,314 +6%
GAM
54
GEM Asset Management
Michigan
$4.76M 68,947 +1,977 +3%
AWS
55
Aspen Wealth Strategies
Colorado
$4.54M 66,871 +1,671 +3%
PGFC
56
Peapack-Gladstone Financial Corp
New Jersey
$4.51M 66,351 +55,409 +506%
MWM
57
Modern Wealth Management
Kansas
$4.4M 64,758 +10,309 +19%
BWCS
58
Beirne Wealth Consulting Services
Connecticut
$4.22M 62,113 +3,254 +6%
VCWM
59
Vista Cima Wealth Management
Arizona
$4.03M 59,304 +1,858 +3%
EH
60
Equitable Holdings
New York
$3.7M 54,398 +4,233 +8%
DADC
61
D.A. Davidson & Co
Montana
$3.62M 53,266 -1,371 -3%
AF
62
Apollon Financial
South Carolina
$3.61M 53,175 -3,289 -6%
WC
63
Weil Company
California
$3.29M 48,409 +26,907 +125%
NG
64
Novem Group
New York
$3.08M 45,366 +45,366 New
PFM
65
Phillips Financial Management
Indiana
$2.87M 42,268 -17,220 -29%
KAS
66
Kestra Advisory Services
Texas
$2.81M 41,402 +7,806 +23%
PPWP
67
Premier Path Wealth Partners
New Jersey
$2.52M 37,134 +710 +2%
PFBT
68
Parkside Financial Bank & Trust
Missouri
$2.46M 36,274 +103 +0.3%
TFS
69
Thoroughbred Financial Services
Tennessee
$2.4M 35,254 +1,317 +4%
HAP
70
Harbor Asset Planning
Massachusetts
$2.28M 33,484 +33,484 New
Morgan Stanley
71
Morgan Stanley
New York
$2.2M 32,421 -7,069 -18%
LWA
72
LifeGoal Wealth Advisors
New York
$2.17M 31,930 +482 +2%
MA
73
Montag & Associates
Georgia
$2M 29,500
Jane Street
74
Jane Street
New York
$1.99M 29,224 -105,218 -78%
PWM
75
Perigon Wealth Management
California
$1.96M 28,800 +3,713 +15%