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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

104 hedge funds and large institutions have $1.09B invested in iShares US Small Cap Equity Factor ETF in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
104
Holders Change
+15
Holders Change %
+16.85%
% of All Funds
1.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
24
Increased
38
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Strategic Financial Services
New York
$192M
2
Ameriprise
2
Ameriprise
Minnesota
$6.46M
3
DI
3
DDFG Inc
California
$5.67M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.23M
5
GAM
5
GEM Asset Management
Michigan
$3.04M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$35.8M
2
MA
2
MUFG Americas
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.01M
4
BlackRock
4
BlackRock
New York
$27.7M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$96.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$785K 15,799 +5,975 +61%
KWM
52
Kingsview Wealth Management
Oregon
$744K 14,991 +9,618 +179%
WANY
53
Wealthspire Advisors (New York)
New York
$672K 13,542 +5 +0%
CG
54
Colony Group
Massachusetts
$613K 12,345 – –
CAL
55
Capital Advisors Ltd
Ohio
$605K 12,180 +698 +6%
FCFC
56
First Citizens Financial Corp
Iowa
$595K 11,973 +520 +5%
AWP
57
Ascent Wealth Partners
New York
$529K 10,655 +10,655 New
CJFS
58
Coulter & Justus Financial Services
Tennessee
$522K 10,502 +10,502 New
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$520K 10,477 -11,711 -53%
OIA
60
OneDigital Investment Advisors
Kansas
$512K 10,309 -924 -8%
WT
61
Washington Trust
Rhode Island
$497K 9,999 – –
EA
62
Ergawealth Advisors
Illinois
$455K 9,167 +9,167 New
AF
63
Allworth Financial
California
$428K 8,622 -629 -7%
FTUS
64
Flow Traders U.S.
New York
$417K 8,388 +8,388 New
Morgan Stanley
65
Morgan Stanley
New York
$390K 7,856 +468 +6%
DWP
66
Destiny Wealth Partners
Florida
$382K 7,694 +971 +14%
CAN
67
Cetera Advisor Networks
California
$376K 7,567 +1,931 +34%
SC
68
SouthState Corp
Florida
$368K 7,410 +200 +3%
AG
69
Ascent Group
Virginia
$322K 6,491 +1 +0%
CTA
70
Colonial Trust Advisors
South Carolina
$297K 5,982 – –
FFA
71
Farther Finance Advisors
California
$294K 5,917 +5,917 New
PL
72
Plancorp LLC
Missouri
$290K 5,835 – –
TP
73
Tranquility Partners
Tennessee
$280K 5,634 +101 +2%
APC
74
Aspire Private Capital
North Carolina
$270K 5,433 -2,247 -29%
PAG
75
Private Advisor Group
New Jersey
$252K 7,416 +7,416 New
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3
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