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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

156 hedge funds and large institutions have $1.07B invested in iShares US Small Cap Equity Factor ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
156
Holders Change
+9
Holders Change %
+6.12%
% of All Funds
2.26%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
18
Increased
76
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPG
1
Cornerstone Planning Group
New Jersey
$24.2M
2
Ameriprise
2
Ameriprise
Minnesota
$41.1M
3
WHG
3
Westwood Holdings Group
Texas
$9.64M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$16M
5
GM
5
GeoWealth Management
Illinois
$16.4M

Top Sellers

1
SFS
1
Strategic Financial Services
New York
$245M
2
BlackRock
2
BlackRock
New York
$31.3M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$18M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
AA
5
Addison Advisors
Vermont
$5.52M
Name Market Value Shares Shares
Change 		Shares
Change %
DWS
51
Dynamic Wealth Strategies
California
$2.5M 37,648 -302 -0.8%
PFBT
52
Parkside Financial Bank & Trust
Missouri
$2.38M 35,930 +120 +0.3%
PPWP
53
Premier Path Wealth Partners
New Jersey
$2.33M 35,108 +1,580 +5%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$2.3M 34,698 +943 +3%
SEIA
55
Signature Estate & Investment Advisors
California
$2.25M 33,854 -5,079 -13%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$2.08M 31,300 -403 -1%
BWM
57
BKM Wealth Management
Wisconsin
$1.77M 26,621 +774 +3%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.66M 25,052 +9,013 +56%
US Bancorp
59
US Bancorp
Minnesota
$1.66M 25,050 -104 -0.4%
Osaic Holdings
60
Osaic Holdings
Arizona
$1.66M 25,030 +5,581 +29%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1.56M 23,459 -5,127 -18%
WBG
62
Wharton Business Group
Pennsylvania
$1.47M 22,125 -7,924 -26%
LAS
63
LWM Advisory Services
Florida
$1.38M 20,832 +10,293 +98%
EAM
64
Empirical Asset Management
Massachusetts
$1.31M 19,786 +12,349 +166%
Jane Street
65
Jane Street
New York
$1.31M 19,742 +11,351 +135%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$1.29M 19,472 -1,955 -9%
BCM
67
Brookstone Capital Management
Illinois
$1.25M 18,850 +18,850 New
BBHC
68
Brown Brothers Harriman & Co
New York
$1.23M 18,493 – –
PJSIMP
69
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.19M 17,930 +2,858 +19%
FM
70
Foster & Motley
Ohio
$1.15M 17,384 -1,053 -6%
Brown Advisory
71
Brown Advisory
Maryland
$1.14M 17,176 – –
HWP
72
Hibernia Wealth Partners
Louisiana
$1.13M 17,001 +20 +0.1%
CWP
73
Cyndeo Wealth Partners
Florida
$1.12M 16,854 +948 +6%
NA
74
NewEdge Advisors
Louisiana
$1.05M 15,838 +5,978 +61%
KWM
75
Kingsview Wealth Management
Oregon
$1.03M 15,537 -584 -4%
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