SMLF icon

iShares US Small Cap Equity Factor ETF

214 hedge funds and large institutions have $1.48B invested in iShares US Small Cap Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$28.6M
2 +$22.6M
3 +$22.3M
4
Wells Fargo
Wells Fargo
California
+$13.2M
5
Bank of America
Bank of America
North Carolina
+$12.5M

Top Sellers

1 -$243M
2 -$22.6M
3 -$8.17M
4
Jane Street
Jane Street
New York
-$7.15M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$5.03M
UCFA
52
United Capital Financial Advisors
Texas
$4.82M
SPIA
53
Steward Partners Investment Advisory
New York
$4.82M
GAM
54
GEM Asset Management
Michigan
$4.76M
MWM
55
Modern Wealth Management
Kansas
$4.62M
AWS
56
Aspen Wealth Strategies
Colorado
$4.54M
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$4.51M
BWCS
58
Beirne Wealth Consulting Services
Connecticut
$4.22M
VCWM
59
Vista Cima Wealth Management
Arizona
$4.03M
EH
60
Equitable Holdings
New York
$3.7M
DADC
61
D.A. Davidson & Co
Montana
$3.62M
AF
62
Apollon Financial
South Carolina
$3.61M
WC
63
Weil Company
California
$3.29M
NG
64
Novem Group
New York
$3.08M
PFM
65
Phillips Financial Management
Indiana
$2.87M
KAS
66
Kestra Advisory Services
Texas
$2.81M
PPWP
67
Premier Path Wealth Partners
New Jersey
$2.52M
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$2.47M
PFBT
69
Parkside Financial Bank & Trust
Missouri
$2.46M
TFS
70
Thoroughbred Financial Services
Tennessee
$2.4M
HAP
71
Harbor Asset Planning
Massachusetts
$2.28M
Morgan Stanley
72
Morgan Stanley
New York
$2.2M
LWA
73
LifeGoal Wealth Advisors
New York
$2.17M
MA
74
Montag & Associates
Georgia
$2M
Jane Street
75
Jane Street
New York
$1.99M