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iShares US Small Cap Equity Factor ETF
SMLF
SMLF
80 hedge funds and large institutions have $908M invested in iShares US Small Cap Equity Factor ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
73% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 22
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
3% more funds holding
Funds holding: 78 → 80 (+2)
14% less capital invested
Capital invested by funds: $1.05B → $908M (-$145M)
17.71% less ownership
Funds ownership: 104.67% → 86.96% (-18%)
Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
10
Increased
38
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$29.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.27M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$9.05M |
| 4 |
SFS
Strategic Financial Services
Utica,
New York
|
+$4.51M |
| 5 |
BlackRock
New York
|
+$4.22M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$1.93M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.44M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.42M |
| 4 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$1.27M |
| 5 |
BWCS
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
-$733K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
76
Founders Financial Alliance
Raleigh,
North Carolina
| $25K | +$25.9K | +474 | New |
|
|
PCG
77
Private Capital Group
West Hartford,
Connecticut
| $18K | -$273 | -5 | -1% |
|
|
TCWM
78
Total Clarity Wealth Management
St. Charles,
Illinois
| $12K | +$12.7K | +232 | New |
|
|
MIM
79
Macroview Investment Management
Bethesda,
Maryland
| $11K | – | – | – |
|
|
PA
80
Parallel Advisors
San Francisco,
California
| $10K | – | – | – |
|
|
PO
81
Private Ocean
San Rafael,
California
| $6K | – | – | – |
|
82
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$303K | -5,524 | Closed |
|
|
CA
83
Cetera Advisors
Denver,
Colorado
| – | -$269K | -4,901 | Closed |
|
|
MFW
84
Mosaic Family Wealth
St. Louis,
Missouri
| – | -$254K | -4,634 | Closed |
|
|
FPW
85
Flagship Private Wealth
Woburn,
Massachusetts
| – | -$167K | -3,094 | Closed |
|
86
Rockefeller Capital Management
New York
| – | -$4K | -90 | Closed |
|
87
Citigroup
New York
| – | -$710 | -13 | -93% |
|