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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

115 hedge funds and large institutions have $615M invested in iShares US Small Cap Equity Factor ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
1.83%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
22
Increased
34
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$24.1M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.8M
3
AIM
3
Acropolis Investment Management
Missouri
$32.4M
4
CAN
4
Cetera Advisor Networks
California
$2.75M
5
QCM
5
QRG Capital Management
Illinois
$1.89M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$21.8M
3
AWM
3
Apollon Wealth Management
South Carolina
$365K
4
FIA
4
Foundations Investment Advisors
Arizona
$3.08M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$23.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BWCS
51
Beirne Wealth Consulting Services
Connecticut
$898K 16,723 – –
Brown Advisory
52
Brown Advisory
Maryland
$889K 17,176 – –
Jane Street
53
Jane Street
New York
$671K 12,977 -24,522 -65%
CL
54
Choreo LLC
Illinois
$671K 12,912 -13,869 -52%
CJFS
55
Coulter & Justus Financial Services
Tennessee
$663K 12,818 +677 +6%
CG
56
Colony Group
Massachusetts
$639K 12,345 – –
PAG
57
Private Advisor Group
New Jersey
$613K 11,851 +291 +3%
WANY
58
Wealthspire Advisors (New York)
New York
$593K 11,458 -438 -4%
AWP
59
Ascent Wealth Partners
New York
$551K 10,655 – –
CAL
60
Capital Advisors Ltd
Ohio
$543K 10,501 -1,852 -15%
Mariner
61
Mariner
Kansas
$530K 10,251 +10,251 New
JWCA
62
J.W. Cole Advisors
Florida
$522K 10,084 +854 +9%
WT
63
Washington Trust
Rhode Island
$517K 9,999 – –
Goldman Sachs
64
Goldman Sachs
New York
$513K 9,917 -11,071 -53%
EA
65
Ergawealth Advisors
Illinois
$477K 9,228 +488 +6%
OIA
66
OneDigital Investment Advisors
Kansas
$465K 8,981 -1,000 -10%
HWP
67
Hibernia Wealth Partners
Louisiana
$464K 8,973 +8,973 New
Morgan Stanley
68
Morgan Stanley
New York
$402K 7,765 -423 -5%
AWM
69
Apollon Wealth Management
South Carolina
$365K 7,049 -78,864 -92%
AF
70
Allworth Financial
California
$353K 6,817 -1,637 -19%
GS
71
GTS Securities
New York
$332K 6,414 +6,414 New
DWP
72
Destiny Wealth Partners
Florida
$324K 6,262 – –
EWM
73
Executive Wealth Management
Michigan
$317K 6,118 +6,118 New
FFA
74
First Foundation Advisors
California
$311K 6,021 – –
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$306K 5,922 +5,922 New
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