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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

192 hedge funds and large institutions have $1.44B invested in iShares US Small Cap Equity Factor ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
2.61%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.2%
New
31
Increased
75
Reduced
55
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$231M
2
Ameriprise
2
Ameriprise
Minnesota
$71.3M
3
FIA
3
Foundations Investment Advisors
Arizona
$15.9M
4
Wells Fargo
4
Wells Fargo
California
$117M
5
FIBT
5
First International Bank & Trust
North Dakota
$11.9M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$4.71M
2
LWMI
2
Landmark Wealth Management (Illinois)
Illinois
$1.63M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$12.9M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
BCWM
5
Ball & Co Wealth Management
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
51
GEM Asset Management
Michigan
$4.18M 66,970 -3,836 -5%
SPIA
52
Steward Partners Investment Advisory
New York
$4.14M 66,573 +99 +0.1%
AWS
53
Aspen Wealth Strategies
Colorado
$4.05M 65,200 +65,200 New
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$3.95M 63,602 +33,383 +110%
CAM
55
Cozad Asset Management
Illinois
$3.82M 61,459 +2,979 +5%
PFM
56
Phillips Financial Management
Indiana
$3.7M 59,488 -5,513 -8%
BWCS
57
Beirne Wealth Consulting Services
Connecticut
$3.66M 58,859 -4,557 -7%
VCWM
58
Vista Cima Wealth Management
Arizona
$3.57M 57,446 +2,870 +5%
WFA
59
Wade Financial Advisory
California
$3.55M 57,191 -1,161 -2%
AF
60
Apollon Financial
South Carolina
$3.51M 56,464 -954 -2%
DADC
61
D.A. Davidson & Co
Montana
$3.4M 54,637 +6,237 +13%
MWM
62
Modern Wealth Management
Kansas
$3.38M 54,449 +54,449 New
EH
63
Equitable Holdings
New York
$3.12M 50,165 -1,734 -3%
Morgan Stanley
64
Morgan Stanley
New York
$2.45M 39,490 -719 -2%
PPWP
65
Premier Path Wealth Partners
New Jersey
$2.26M 36,424 +761 +2%
PFBT
66
Parkside Financial Bank & Trust
Missouri
$2.25M 36,171 +87 +0.2%
TFS
67
Thoroughbred Financial Services
Tennessee
$2.11M 33,937 +30,671 +939%
KAS
68
Kestra Advisory Services
Texas
$2.09M 33,596 +11,988 +55%
LWA
69
LifeGoal Wealth Advisors
New York
$1.95M 31,448 -7,438 -19%
MA
70
Montag & Associates
Georgia
$1.83M 29,500 – –
SEIA
71
Signature Estate & Investment Advisors
California
$1.82M 29,242 -3,621 -11%
BWM
72
BKM Wealth Management
Wisconsin
$1.76M 28,371 -1,352 -5%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$1.69M 27,231 +15,393 +130%
LWMI
74
Landmark Wealth Management (Illinois)
Illinois
$1.63M 26,190 -113,154 -81%
PWM
75
Perigon Wealth Management
California
$1.56M 25,087 +5,369 +27%
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