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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

141 hedge funds and large institutions have $838M invested in iShares US Small Cap Equity Factor ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
141
Holders Change
+18
Holders Change %
+14.63%
% of All Funds
2.04%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
30
Increased
46
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCFFS
1
Pacific Center for Financial Services
California
$24.1M
2
RWM
2
Reston Wealth Management
Virginia
$14.5M
3
Ameriprise
3
Ameriprise
Minnesota
$15M
4
Wells Fargo
4
Wells Fargo
California
$79.5M
5
LPL Financial
5
LPL Financial
California
$12.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$318K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$24.4M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$19.8M
4
DI
4
DAGCO Inc
Ohio
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
51
Brookstone Capital Management
Illinois
$1.26M 19,874 +19,874 New
SC
52
Sepio Capital
Utah
$1.22M 19,261 +67 +0.3%
CBFP
53
Cedar Brook Financial Partners
Ohio
$1.22M 19,253 -269 -1%
FM
54
Foster & Motley
Ohio
$1.22M 19,227 -1,291 -6%
SEIA
55
Signature Estate & Investment Advisors
California
$1.19M 18,678 -2,211 -11%
Citadel Advisors
56
Citadel Advisors
Florida
$1.18M 18,498 -16,088 -47%
BBHC
57
Brown Brothers Harriman & Co
New York
$1.18M 18,493 -4,000 -18%
Brown Advisory
58
Brown Advisory
Maryland
$1.09M 17,176 – –
CA
59
Cetera Advisors
Colorado
$1.08M 16,956 +6,725 +66%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$1.03M 16,186 -5,962 -27%
QCM
61
QRG Capital Management
Illinois
$911K 14,327 -13,772 -49%
PAG
62
Private Advisor Group
New Jersey
$822K 12,930 +1,308 +11%
JWCA
63
J.W. Cole Advisors
Florida
$803K 12,627 +1,759 +16%
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$785K 12,345 – –
Truist Financial
65
Truist Financial
North Carolina
$686K 10,794 +10,794 New
AWP
66
Ascent Wealth Partners
New York
$677K 10,655 – –
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$674K 10,602 -366 -3%
WFAG
68
Wescott Financial Advisory Group
Pennsylvania
$642K 10,100 -8,100 -45%
WT
69
Washington Trust
Rhode Island
$636K 9,999 – –
WANY
70
Wealthspire Advisors (New York)
New York
$607K 9,544 -1,056 -10%
PJSIMP
71
P.J. Schmidt Investment Management (PJS)
Wisconsin
$600K 9,442 +9,442 New
CL
72
Choreo LLC
Illinois
$557K 8,759 -497 -5%
Morgan Stanley
73
Morgan Stanley
New York
$548K 8,620 -8,348 -49%
HWP
74
Hibernia Wealth Partners
Louisiana
$539K 8,482 -118 -1%
LAS
75
LWM Advisory Services
Florida
$532K 8,364 +8,364 New
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3
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