iShares US Small Cap Equity Factor ETF
SMLF
63 hedge funds and large institutions have $439M invested in iShares US Small Cap Equity Factor ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 8 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 20
5% more capital invested
Capital invested by funds: $417M → $439M (+$21.6M)
0% more funds holding
Funds holding: 63 → 63 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
10.11% less ownership
Funds ownership: 150.43% → 140.32% (-10%)
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$12.8M |
| 3 |
SFS
Strategic Financial Services
Utica,
New York
|
+$4.63M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.65M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.21M |
Top Sellers
| 1 |
BlackRock
New York
|
-$4.04M |
| 2 |
ECG
Edge Capital Group
Atlanta,
Georgia
|
-$2.72M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.42M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.76M |
| 5 |
Jane Street
New York
|
-$1.04M |
SMLF Hedge Fund Activity: Q3 2019 in Review
63 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q3 2019, worth a combined $439M — up 5.2% from $417M a quarter earlier.
Fund positioning in SMLF was balanced in Q3 2019: 8 funds opened new positions, 8 closed out, 22 added to existing stakes and 20 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $14M. The largest seller was BlackRock, cutting an estimated $4.04M.
- 63 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $439M of iShares US Small Cap Equity Factor ETF stock for Q3 2019, up 5.2% quarter-over-quarter.
- 8 funds opened new iShares US Small Cap Equity Factor ETF positions in Q3 2019 and 8 closed out, a net change of 0 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $14M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q3 2019 was BlackRock, an estimated $4.04M sold.
Based on aggregated 13F filings for Q3 2019.