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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

147 hedge funds and large institutions have $867M invested in iShares US Small Cap Equity Factor ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
147
Holders Change
+6
Holders Change %
+4.26%
% of All Funds
2.14%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
19
Increased
56
Reduced
39
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$22.1M
2
SFS
2
Searcy Financial Services
Kansas
$21.3M
3
FF
3
Fox Financial
Pennsylvania
$10.1M
4
SA
4
Sanctuary Advisors
Indiana
$8.49M
5
LPL Financial
5
LPL Financial
California
$20.1M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$1.75M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$13.3M
3
SFS
3
Strategic Financial Services
New York
$231M
4
KWM
4
Kingsview Wealth Management
Oregon
$987K
5
BCM
5
Brookstone Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$1.94M 31,703 +802 +3%
WBG
52
Wharton Business Group
Pennsylvania
$1.84M 30,049 -15 -0%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$1.75M 28,586 -355,849 -93%
BWM
54
BKM Wealth Management
Wisconsin
$1.58M 25,847 -255 -1%
US Bancorp
55
US Bancorp
Minnesota
$1.54M 25,154 -1,822 -7%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$1.31M 21,427 +15,160 +242%
WCA
57
Westover Capital Advisors
Delaware
$1.27M 20,766 +117 +0.6%
Osaic Holdings
58
Osaic Holdings
Arizona
$1.19M 19,449 -14,960 -43%
BBHC
59
Brown Brothers Harriman & Co
New York
$1.13M 18,493 – –
FM
60
Foster & Motley
Ohio
$1.13M 18,437 -790 -4%
Brown Advisory
61
Brown Advisory
Maryland
$1.05M 17,176 – –
HWP
62
Hibernia Wealth Partners
Louisiana
$1.04M 16,981 +8,499 +100%
KWM
63
Kingsview Wealth Management
Oregon
$987K 16,121 -43,641 -73%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$982K 16,039 -147 -0.9%
CWP
65
Cyndeo Wealth Partners
Florida
$974K 15,906 +9,142 +135%
SC
66
Sepio Capital
Utah
$937K 15,310 -3,951 -21%
PJSIMP
67
P.J. Schmidt Investment Management (PJS)
Wisconsin
$923K 15,072 +5,630 +60%
Citadel Advisors
68
Citadel Advisors
Florida
$913K 14,922 -3,576 -19%
JWCA
69
J.W. Cole Advisors
Florida
$784K 12,804 +177 +1%
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$756K 12,345 – –
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$708K 11,563 +961 +9%
Truist Financial
72
Truist Financial
North Carolina
$708K 11,563 +769 +7%
AWP
73
Ascent Wealth Partners
New York
$652K 10,655 – –
LAS
74
LWM Advisory Services
Florida
$645K 10,539 +2,175 +26%
WT
75
Washington Trust
Rhode Island
$612K 9,999 – –
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3
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