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iShares US Small Cap Equity Factor ETF
SMLF

78 hedge funds and large institutions have $1.05B invested in iShares US Small Cap Equity Factor ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

85% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 20

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

10% more funds holding

Funds holding: 71 → 78 (+7)

9% more capital invested

Capital invested by funds: $969M → $1.05B (+$84.6M)

1.25% more ownership

Funds ownership: 103.42% → 104.67% (+1.3%)

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
37
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.2M
2
5L
55I LLC
Massachusetts
+$7.97M
3
FIA
Foundations Investment Advisors
Arizona
+$4.95M
4
SFS
Strategic Financial Services
New York
+$4.61M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$4.38M

Top Sellers

1
BlackRock
BlackRock
New York
-$3.12M
2
AF
Allworth Financial
California
-$2.72M
3
Wells Fargo
Wells Fargo
California
-$2M
4
FMP
Financial Management Professionals
Texas
-$1.78M
5
WANY
Wealthspire Advisors (New York)
New York
-$953K
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
76
Macroview Investment Management
Maryland
$11K – – –
PA
77
Parallel Advisors
California
$10K +$9.65K +179 New
PO
78
Private Ocean
California
$7K – – –
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$4K +$4.85K +90 New
Citigroup
80
Citigroup
New York
$1K – – –
WANY
81
Wealthspire Advisors (New York)
New York
– -$953K -18,173 Closed
TI
82
tru Independence
Oregon
– -$201K -3,739 Closed
NIC
83
Northwest Investment Counselors
Oregon
– -$30K -581 Closed
TCWM
84
Total Clarity Wealth Management
Illinois
– -$12K -232 Closed
WP
85
WealthShield Partners
North Carolina
– -$6K -112 Closed
1 2 3
4