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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

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.

Holders
95
Holders Change
+15
Holders Change %
+18.75%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
18
Increased
44
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$196M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$250M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$233M
4
Wells Fargo
4
Wells Fargo
California
$31.8M
5
SFS
5
Strategic Financial Services
New York
$197M

Top Sellers

1
VWM
1
Venturi Wealth Management
Texas
$5.2M
2
TC
2
Trilogy Capital
California
$0
3
CPO
3
Cerity Partners OCIO
New York
$6.36M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
CTA
5
Colonial Trust Advisors
South Carolina
$579K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
51
Morgan Stanley
New York
$520K 9,086 +1,712 +23%
GWM
52
Geneos Wealth Management
Colorado
$503K 8,801 +210 +2%
SWM
53
Selective Wealth Management
Virginia
$471K 8,231 +3,144 +62%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$471K 8,241 +5,329 +183%
DWP
55
Destiny Wealth Partners
Florida
$463K 8,088 – –
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$462K 8,072 -2,284 -22%
BCA
57
Biltmore Capital Advisors
New Jersey
$429K 7,486 – –
AG
58
Ascent Group
Virginia
$402K 7,744 +7,744 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$387K 6,756 -54 -0.8%
SXL
60
Summit X LLC
Missouri
$356K 6,243 -776 -11%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$356K 6,217 – –
TP
62
Tranquility Partners
Tennessee
$317K 5,529 -227 -4%
PL
63
Plancorp LLC
Missouri
$306K 5,352 -131 -2%
CAL
64
Capital Advisors Ltd
Ohio
$295K 5,158 +4 +0.1%
Northern Trust
65
Northern Trust
Illinois
$288K 5,024 – –
LWAC
66
Laurel Wealth Advisors (California)
California
$262K 4,573 – –
HA
67
Herold Advisors
New York
$257K 4,500 – –
IF
68
Intrua Financial
Texas
$235K 4,103 -299 -7%
APC
69
Aspire Private Capital
North Carolina
$234K 4,091 +705 +21%
SFC
70
SYM Financial Corp
Indiana
$233K 4,063 – –
Goldman Sachs
71
Goldman Sachs
New York
$230K 4,015 – –
LNC
72
Lincoln National Corp
Pennsylvania
$226K 3,948 +7 +0.2%
MWM
73
Merriman Wealth Management
Washington
$223K 3,899 – –
TI
74
tru Independence
Oregon
$214K 3,739 – –
KAS
75
Kestra Advisory Services
Texas
$206K 3,596 +3,596 New
1 2
3
4 5