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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

90 hedge funds and large institutions have $986M invested in iShares US Small Cap Equity Factor ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 13 closing their positions.

Holders
90
Holders Change
–
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
13
Increased
36
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$225M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$210M
3
Wells Fargo
3
Wells Fargo
California
$47M
4
PPW
4
Pasadena Private Wealth
California
$6.16M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.36M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$3.51M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$86.6M
3
BlackRock
3
BlackRock
New York
$30.7M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$216K
5
5L
5
55I LLC
Massachusetts
$2.34M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$500K 10,667 -523 -5%
AWP
52
Ascent Wealth Partners
New York
$500K 10,655 – –
WT
53
Washington Trust
Rhode Island
$469K 9,999 – –
TRCT
54
Tower Research Capital (TRC)
New York
$467K 9,958 +8 +0.1%
CAL
55
Capital Advisors Ltd
Ohio
$447K 9,541 +4,177 +78%
FCFC
56
First Citizens Financial Corp
Iowa
$443K 9,445 -2,216 -19%
MFG
57
Merit Financial Group
Georgia
$418K 8,907 +4,194 +89%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$412K 8,794 +2,577 +41%
DWP
59
Destiny Wealth Partners
Florida
$379K 8,088 – –
Morgan Stanley
60
Morgan Stanley
New York
$343K 7,311 -3,446 -32%
SWM
61
Selective Wealth Management
Virginia
$323K 6,899 -338 -5%
APC
62
Aspire Private Capital
North Carolina
$291K 6,206 +762 +14%
CTA
63
Colonial Trust Advisors
South Carolina
$280K 5,981 -2,332 -28%
AG
64
Ascent Group
Virginia
$276K 5,336 -568 -10%
TP
65
Tranquility Partners
Tennessee
$259K 5,533 – –
PL
66
Plancorp LLC
Missouri
$256K 5,457 +100 +2%
Northern Trust
67
Northern Trust
Illinois
$236K 5,024 -200 -4%
SC
68
SouthState Corp
Florida
$231K 4,910 +893 +22%
MML Investors Services
69
MML Investors Services
Massachusetts
$216K 4,614 -85,318 -95%
HighTower Advisors
70
HighTower Advisors
Illinois
$216K 4,615 +4,615 New
AAS
71
Avantax Advisory Services
Texas
$209K 4,450 +4,450 New
SFC
72
SYM Financial Corp
Indiana
$191K 4,063 – –
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$152K 3,250 -1,619 -33%
AWM
74
Aspire Wealth Management
Massachusetts
$151K 3,228 -18 -0.6%
SC
75
Siena Capital
Ohio
$96K 2,044 -652 -24%
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3
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