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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

80 hedge funds and large institutions have $908M invested in iShares US Small Cap Equity Factor ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
10
Increased
38
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$220M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$206M
3
FMP
3
Financial Management Professionals
Texas
$17.5M
4
SFS
4
Strategic Financial Services
New York
$183M
5
BlackRock
5
BlackRock
New York
$39.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$216K
2
Citadel Advisors
2
Citadel Advisors
Florida
$855K
3
FTUS
3
Flow Traders U.S.
New York
$381K
4
CCA
4
Clearwater Capital Advisors
Illinois
$26.1M
5
BWCS
5
Beirne Wealth Consulting Services
Connecticut
$2.26M
Name Market Value Shares Shares
Change 		Shares
Change %
BCA
51
Biltmore Capital Advisors
New Jersey
$402K 7,486 -150 -2%
Morgan Stanley
52
Morgan Stanley
New York
$396K 7,374 +1,660 +29%
FTUS
53
Flow Traders U.S.
New York
$381K 7,081 -26,066 -79%
SXL
54
Summit X LLC
Missouri
$377K 7,019 -762 -10%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$366K 6,810 -342 -5%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$335K 6,217 +177 +3%
TP
57
Tranquility Partners
Tennessee
$309K 5,756 +5,756 New
PL
58
Plancorp LLC
Missouri
$295K 5,483 +113 +2%
CAL
59
Capital Advisors Ltd
Ohio
$277K 5,154 +2 +0%
SWM
60
Selective Wealth Management
Virginia
$273K 5,087 +5,087 New
Northern Trust
61
Northern Trust
Illinois
$270K 5,024 – –
LWAC
62
Laurel Wealth Advisors (California)
California
$246K 4,573 – –
IF
63
Intrua Financial
Texas
$243K 4,402 +4,402 New
HA
64
Herold Advisors
New York
$241K 4,500 +4,500 New
SFC
65
SYM Financial Corp
Indiana
$218K 4,063 – –
Goldman Sachs
66
Goldman Sachs
New York
$216K 4,015 -35,368 -90%
LNC
67
Lincoln National Corp
Pennsylvania
$212K 3,941 +3 +0.1%
MWM
68
Merriman Wealth Management
Washington
$210K 3,899 – –
TI
69
tru Independence
Oregon
$200K 3,739 +3,739 New
APC
70
Aspire Private Capital
North Carolina
$182K 3,386 -353 -9%
TRCT
71
Tower Research Capital (TRC)
New York
$178K 3,307 -8,125 -71%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$157K 2,912 +276 +10%
CIAS
73
CBIZ Investment Advisory Services
Ohio
– – – –
PCM
74
Penserra Capital Management
California
$56K 1,060 +1,060 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$26K 483 +237 +96%
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