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iShares US Small Cap Equity Factor ETF
SMLF

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 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

44% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 39

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

4% more funds holding

Funds holding: 141 → 147 (+6)

3% more capital invested

Capital invested by funds: $838M → $867M (+$29M)

2.3% less ownership

Funds ownership: 83.69% → 81.39% (-2.3%)

Holders
147
Holders Change
+6
Holders Change %
+4.26%
% of All Funds
2.12%
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
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
Valmark Advisers
Ohio
+$22.2M
2
SFS
Searcy Financial Services
Kansas
+$21.3M
3
FF
Fox Financial
Pennsylvania
+$10.1M
4
LPL Financial
LPL Financial
California
+$8.43M
5
LWMI
Landmark Wealth Management (Illinois)
Illinois
+$8.43M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$21.8M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$13.4M
3
SFS
Strategic Financial Services
New York
-$12.1M
4
KWM
Kingsview Wealth Management
Oregon
-$2.68M
5
BCM
Brookstone Capital Management
Illinois
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$1.94M +$49.2K +802 +3%
WBG
52
Wharton Business Group
Pennsylvania
$1.84M -$920 -15 -0%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$1.75M -$21.8M -355,849 -93%
BWM
54
BKM Wealth Management
Wisconsin
$1.58M -$15.6K -255 -1%
US Bancorp
55
US Bancorp
Minnesota
$1.54M -$112K -1,822 -7%
JP Morgan Chase
56
JP Morgan Chase
New York
$1.31M +$930K +15,160 +242%
WCA
57
Westover Capital Advisors
Delaware
$1.27M +$7.18K +117 +0.6%
Osaic Holdings
58
Osaic Holdings
Arizona
$1.19M -$918K -14,960 -43%
BBHC
59
Brown Brothers Harriman & Co
New York
$1.13M – – –
FM
60
Foster & Motley
Ohio
$1.13M -$48.5K -790 -4%
Brown Advisory
61
Brown Advisory
Maryland
$1.05M – – –
HWP
62
Hibernia Wealth Partners
Louisiana
$1.04M +$521K +8,499 +100%
KWM
63
Kingsview Wealth Management
Oregon
$987K -$2.68M -43,641 -73%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$982K -$9.02K -147 -0.9%
CWP
65
Cyndeo Wealth Partners
Florida
$974K +$561K +9,142 +135%
SC
66
Sepio Capital
Utah
$937K -$242K -3,951 -21%
PJSIMP
67
P.J. Schmidt Investment Management (PJS)
Wisconsin
$923K +$345K +5,630 +60%
Citadel Advisors
68
Citadel Advisors
Florida
$913K -$219K -3,576 -19%
JWCA
69
J.W. Cole Advisors
Florida
$784K +$10.9K +177 +1%
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$756K – – –
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$708K +$59K +961 +9%
Truist Financial
72
Truist Financial
North Carolina
$708K +$47.2K +769 +7%
AWP
73
Ascent Wealth Partners
New York
$652K – – –
LAS
74
LWM Advisory Services
Florida
$645K +$133K +2,175 +26%
WT
75
Washington Trust
Rhode Island
$612K – – –
1 2
3
4 5

SMLF Hedge Fund Activity: Q2 2024 in Review

147 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q2 2024, worth a combined $867M — up 3.5% from $838M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SMLF positions and 11 closed out — a net gain of 8 holders — while 56 added to existing stakes and 39 trimmed.

The largest buyer was Valmark Advisers, opening a new position worth an estimated $22.2M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $21.8M.

  • 147 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q2 2024, up from 141 in Q1 2024.
  • Funds reported $867M of iShares US Small Cap Equity Factor ETF stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 19 funds opened new iShares US Small Cap Equity Factor ETF positions in Q2 2024 and 11 closed out, a net change of +8 holders.
  • The largest iShares US Small Cap Equity Factor ETF buyer in Q2 2024 was Valmark Advisers, an estimated $22.2M added.
  • The largest iShares US Small Cap Equity Factor ETF seller in Q2 2024 was Carson Wealth (CWM LLC), an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2024.