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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

66 hedge funds and large institutions have $832M invested in iShares US Small Cap Equity Factor ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
66
Holders Change
+8
Holders Change %
+13.79%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
21
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$25.8M
2
SFS
2
Strategic Financial Services
New York
$143M
3
Wells Fargo
3
Wells Fargo
California
$19.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$156M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$150M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$479K
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$21.7M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$4.76M
4
UBS Group
4
UBS Group
Switzerland
$8.89M
5
TRCT
5
Tower Research Capital (TRC)
New York
$68K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$268K 5,863 – –
Morgan Stanley
52
Morgan Stanley
New York
$240K 5,247 -189 -3%
CAL
53
Capital Advisors Ltd
Ohio
$230K 5,018 +5 +0.1%
RJA
54
Raymond James & Associates
Florida
$219K 4,796 +4,796 New
SFC
55
SYM Financial Corp
Indiana
$217K 4,749 – –
AA
56
Ancora Advisors
Ohio
$214K 4,674 – –
FPW
57
Flagship Private Wealth
Massachusetts
$152K 3,139 +3,139 New
CIAS
58
CBIZ Investment Advisory Services
Ohio
– – – –
WT
59
Washington Trust
Rhode Island
$83K 1,817 +1,817 New
TRCT
60
Tower Research Capital (TRC)
New York
$68K 1,492 -28,677 -95%
TI
61
tru Independence
Oregon
$57.1K 1,247 +1,247 New
AF
62
Advisornet Financial
Minnesota
$27K 599 +4 +0.7%
HS
63
Horan Securities
United States
$13K 293 +293 New
MIM
64
Macroview Investment Management
Maryland
$9K 201 +201 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$8K 173 – –
PO
66
Private Ocean
California
$5K 119 – –
SIAG
67
Safeguard Investment Advisory Group
California
$2K 51 +51 New
FCH
68
Freestone Capital Holdings
Washington
$748 16 – –
AAS
69
Avantax Advisory Services
Texas
– – -26,595 Closed
WDL
70
Well Done LLC
Michigan
– – -7,293 Closed
CA
71
Cetera Advisors
Colorado
– – -5,515 Closed
GWM
72
Geneos Wealth Management
Colorado
– – -480 Closed
WP
73
WealthShield Partners
North Carolina
– – -90 Closed
Bessemer Group
74
Bessemer Group
New Jersey
– – – –
CFGS
75
Concourse Financial Group Securities
Alabama
– – – –
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3
4