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iShares US Small Cap Equity Factor ETF

215 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

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

62% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 53

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

11% more funds holding

Funds holding: 193215 (+22)

2% more capital invested

Capital invested by funds: $1.44B → $1.48B (+$35.5M)

1.68% less ownership

Funds ownership: 83.36%81.68% (-1.7%)

Holders
215
Holders Change
+22
Holders Change %
+11.4%
% of All Funds
2.83%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.22%
New
41
Increased
86
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$5.03M -$92K -1,454 -2%
UCFA
52
United Capital Financial Advisors
Texas
$4.82M -$878K -13,864 -16%
SPIA
53
Steward Partners Investment Advisory
New York
$4.82M +$273K +4,314 +6%
GAM
54
GEM Asset Management
Michigan
$4.76M +$125K +1,977 +3%
MWM
55
Modern Wealth Management
Kansas
$4.62M +$858K +13,557 +25%
AWS
56
Aspen Wealth Strategies
Colorado
$4.54M +$106K +1,671 +3%
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$4.51M +$3.51M +55,409 +506%
BWCS
58
Beirne Wealth Consulting Services
Connecticut
$4.22M +$206K +3,254 +6%
VCWM
59
Vista Cima Wealth Management
Arizona
$4.03M +$118K +1,858 +3%
EH
60
Equitable Holdings
New York
$3.7M +$268K +4,233 +8%
DADC
61
D.A. Davidson & Co
Montana
$3.62M -$86.8K -1,371 -3%
AF
62
Apollon Financial
South Carolina
$3.61M -$208K -3,289 -6%
WC
63
Weil Company
California
$3.29M +$1.7M +26,907 +125%
NG
64
Novem Group
New York
$3.08M +$2.87M +45,366 New
PFM
65
Phillips Financial Management
Indiana
$2.87M -$1.09M -17,220 -29%
KAS
66
Kestra Advisory Services
Texas
$2.81M +$494K +7,806 +23%
PPWP
67
Premier Path Wealth Partners
New Jersey
$2.52M +$44.9K +710 +2%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$2.47M +$2.3M +36,346 New
PFBT
69
Parkside Financial Bank & Trust
Missouri
$2.46M +$6.52K +103 +0.3%
TFS
70
Thoroughbred Financial Services
Tennessee
$2.4M +$83.4K +1,317 +4%
HAP
71
Harbor Asset Planning
Massachusetts
$2.28M +$2.12M +33,484 New
Morgan Stanley
72
Morgan Stanley
New York
$2.2M -$447K -7,069 -18%
LWA
73
LifeGoal Wealth Advisors
New York
$2.17M +$30.5K +482 +2%
MA
74
Montag & Associates
Georgia
$2M
Jane Street
75
Jane Street
New York
$1.99M -$6.66M -105,218 -78%

SMLF Hedge Fund Activity: Q2 2025 in Review

215 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q2 2025, worth a combined $1.48B — up 2.5% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SMLF positions and 15 closed out — a net gain of 26 holders — while 86 added to existing stakes and 53 trimmed.

The largest buyer was Ameriprise, adding an estimated $26.7M. The largest seller was Fidelity Investments, cutting an estimated $226M.

  • 215 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q2 2025, up from 193 in Q1 2025.
  • Funds reported $1.48B of iShares US Small Cap Equity Factor ETF stock for Q2 2025, up 2.5% quarter-over-quarter.
  • 41 funds opened new iShares US Small Cap Equity Factor ETF positions in Q2 2025 and 15 closed out, a net change of +26 holders.
  • The largest iShares US Small Cap Equity Factor ETF buyer in Q2 2025 was Ameriprise, an estimated $26.7M added.
  • The largest iShares US Small Cap Equity Factor ETF seller in Q2 2025 was Fidelity Investments, an estimated $226M sold.

Based on aggregated 13F filings for Q2 2025.