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iShares US Small Cap Equity Factor ETF
SMLF

182 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 38 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 9

57% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 44

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

17% more funds holding

Funds holding: 156 → 182 (+26)

12% more capital invested

Capital invested by funds: $1.07B → $1.2B (+$128M)

0.86% more ownership

Funds ownership: 81.79% → 82.65% (+0.86%)

Holders
182
Holders Change
+26
Holders Change %
+16.67%
% of All Funds
2.4%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.22%
New
38
Increased
69
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$32.5M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$17.8M
3
Wells Fargo
Wells Fargo
California
+$9.8M
4
ETC
Exchange Traded Concepts
Oklahoma
+$9.69M
5
JP Morgan Chase
JP Morgan Chase
New York
+$9.59M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$9.64M
2
SFS
Strategic Financial Services
New York
-$7.85M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$4.47M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.65M
5
GM
GeoWealth Management
Illinois
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
51
Apollon Financial
South Carolina
$3.88M +$4.02K +58 +0.1%
Raymond James Financial
52
Raymond James Financial
Florida
$3.71M +$3.81M +54,974 New
VCWM
53
Vista Cima Wealth Management
Arizona
$3.68M +$3.78M +54,576 New
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$3.55M +$1.91M +27,501 +110%
EH
55
Equitable Holdings
New York
$3.5M -$357K -5,149 -9%
DADC
56
D.A. Davidson & Co
Montana
$3.27M +$34.4K +497 +1%
Osaic Holdings
57
Osaic Holdings
Arizona
$2.85M +$1.19M +17,222 +69%
BCWM
58
Ball & Co Wealth Management
Tennessee
$2.74M +$2.82M +40,659 New
Morgan Stanley
59
Morgan Stanley
New York
$2.71M +$2.12M +30,579 +318%
LWA
60
LifeGoal Wealth Advisors
New York
$2.62M +$2.69M +38,886 New
DWS
61
Dynamic Wealth Strategies
California
$2.54M – – –
PFBT
62
Parkside Financial Bank & Trust
Missouri
$2.44M +$10.7K +154 +0.4%
PPWP
63
Premier Path Wealth Partners
New Jersey
$2.41M +$38.5K +555 +2%
SEIA
64
Signature Estate & Investment Advisors
California
$2.22M -$68.7K -991 -3%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$2.04M -$74.9K -1,081 -3%
BWM
66
BKM Wealth Management
Wisconsin
$2.01M +$215K +3,102 +12%
MA
67
Montag & Associates
Georgia
$1.99M +$2.04M +29,500 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$1.84M +$1.5M +21,633 +383%
US Bancorp
69
US Bancorp
Minnesota
$1.69M +$762 +11 +0%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1.59M +$5.61K +81 +0.3%
WBG
71
Wharton Business Group
Pennsylvania
$1.49M – – –
KAS
72
Kestra Advisory Services
Texas
$1.46M +$1.5M +21,608 New
WCA
73
Westover Capital Advisors
Delaware
$1.4M -$1.44M -20,782 -50%
PWM
74
Perigon Wealth Management
California
$1.38M +$1.37M +19,718 New
PJSIMP
75
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.33M +$126K +1,818 +10%
1 2
3
4 5

SMLF Hedge Fund Activity: Q4 2024 in Review

182 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q4 2024, worth a combined $1.2B — up 12% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SMLF positions and 9 closed out — a net gain of 29 holders — while 69 added to existing stakes and 44 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $32.5M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $9.64M sold.

  • 182 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q4 2024, up from 156 in Q3 2024.
  • Funds reported $1.2B of iShares US Small Cap Equity Factor ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 38 funds opened new iShares US Small Cap Equity Factor ETF positions in Q4 2024 and 9 closed out, a net change of +29 holders.
  • The largest iShares US Small Cap Equity Factor ETF buyer in Q4 2024 was Charles Schwab, an estimated $32.5M added.
  • The largest iShares US Small Cap Equity Factor ETF seller in Q4 2024 was Westwood Holdings Group, an estimated $9.64M sold.

Based on aggregated 13F filings for Q4 2024.