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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

181 hedge funds and large institutions have $1.2B invested in iShares US Small Cap Equity Factor ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
181
Holders Change
+25
Holders Change %
+16.03%
% of All Funds
2.41%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
37
Increased
69
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$31.7M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$18.3M
3
FOR
3
Family Office Research
Maryland
$13.7M
4
IA
4
Integrity Alliance
Iowa
$12M
5
Wells Fargo
5
Wells Fargo
California
$110M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$0
2
SFS
2
Strategic Financial Services
New York
$241M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$13.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.1M
5
GM
5
GeoWealth Management
Illinois
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
51
Apollon Financial
South Carolina
$3.88M 57,418 +58 +0.1%
Raymond James Financial
52
Raymond James Financial
Florida
$3.71M 54,974 +54,974 New
VCWM
53
Vista Cima Wealth Management
Arizona
$3.68M 54,576 +54,576 New
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$3.55M 52,553 +27,501 +110%
EH
55
Equitable Holdings
New York
$3.5M 51,899 -5,149 -9%
DADC
56
D.A. Davidson & Co
Montana
$3.27M 48,400 +497 +1%
Osaic Holdings
57
Osaic Holdings
Arizona
$2.85M 42,252 +17,222 +69%
BCWM
58
Ball & Co Wealth Management
Tennessee
$2.74M 40,659 +40,659 New
Morgan Stanley
59
Morgan Stanley
New York
$2.71M 40,209 +30,579 +318%
LWA
60
LifeGoal Wealth Advisors
New York
$2.62M 38,886 +38,886 New
DWS
61
Dynamic Wealth Strategies
California
$2.54M 37,648 – –
PFBT
62
Parkside Financial Bank & Trust
Missouri
$2.44M 36,084 +154 +0.4%
PPWP
63
Premier Path Wealth Partners
New Jersey
$2.41M 35,663 +555 +2%
SEIA
64
Signature Estate & Investment Advisors
California
$2.22M 32,863 -991 -3%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$2.04M 30,219 -1,081 -3%
BWM
66
BKM Wealth Management
Wisconsin
$2.01M 29,723 +3,102 +12%
MA
67
Montag & Associates
Georgia
$1.99M 29,500 +29,500 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$1.84M 27,278 +21,633 +383%
US Bancorp
69
US Bancorp
Minnesota
$1.69M 25,061 +11 +0%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1.59M 23,540 +81 +0.3%
WBG
71
Wharton Business Group
Pennsylvania
$1.49M 22,125 – –
KAS
72
Kestra Advisory Services
Texas
$1.46M 21,608 +21,608 New
WCA
73
Westover Capital Advisors
Delaware
$1.4M 20,694 -20,782 -50%
PWM
74
Perigon Wealth Management
California
$1.38M 19,718 +19,718 New
PJSIMP
75
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.33M 19,748 +1,818 +10%
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