iShares US Small Cap Equity Factor ETF
SMLF
95 hedge funds and large institutions have $1.21B invested in iShares US Small Cap Equity Factor ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 3 closing their positions.
500% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 3
175% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 16
33% more capital invested
Capital invested by funds: $908M → $1.21B (+$303M)
19.97% more ownership
Funds ownership: 86.96% → 106.93% (+20%)
19% more funds holding
Funds holding: 80 → 95 (+15)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$15.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.03M |
| 4 |
SFS
Strategic Financial Services
Utica,
New York
|
+$2.88M |
| 5 |
BlackRock
New York
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$3.44M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$1.67M |
| 3 |
CPO
Cerity Partners OCIO
New York
|
-$495K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$381K |
| 5 |
CTA
Colonial Trust Advisors
Spartanburg,
South Carolina
|
-$299K |
SMLF Hedge Fund Activity: Q4 2021 in Review
95 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q4 2021, worth a combined $1.21B — up 33% from $908M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SMLF positions and 3 closed out — a net gain of 15 holders — while 44 added to existing stakes and 16 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $15.3M. The largest seller was Venturi Wealth Management, cutting an estimated $3.44M.
- 95 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q4 2021, up from 80 in Q3 2021.
- Funds reported $1.21B of iShares US Small Cap Equity Factor ETF stock for Q4 2021, up 33% quarter-over-quarter.
- 18 funds opened new iShares US Small Cap Equity Factor ETF positions in Q4 2021 and 3 closed out, a net change of +15 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q4 2021 was Mercer Global Advisors, an estimated $15.3M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q4 2021 was Venturi Wealth Management, an estimated $3.44M sold.
Based on aggregated 13F filings for Q4 2021.