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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

95 hedge funds and large institutions have $1.21B invested in iShares US Small Cap Equity Factor ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
95
Holders Change
+15
Holders Change %
+18.75%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
18
Increased
44
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$196M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$250M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$233M
4
Wells Fargo
4
Wells Fargo
California
$31.8M
5
SFS
5
Strategic Financial Services
New York
$197M

Top Sellers

1
VWM
1
Venturi Wealth Management
Texas
$5.2M
2
TC
2
Trilogy Capital
California
$0
3
CPO
3
Cerity Partners OCIO
New York
$6.36M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
CTA
5
Colonial Trust Advisors
South Carolina
$579K
Name Market Value Shares Shares
Change 		Shares
Change %
QCM
76
Quest Capital Management
Texas
$202K 3,532 +3,532 New
PA
77
Pinnacle Associates
New York
$200K 3,495 +3,495 New
PWMAG
78
Pinnacle Wealth Management Advisory Group
New Jersey
$200K 3,495 +3,495 New
AWM
79
Aspire Wealth Management
Massachusetts
$197K 3,436 +3,436 New
FAG
80
Fortitude Advisory Group
Washington
$179K 3,132 +3,132 New
TRCT
81
Tower Research Capital (TRC)
New York
$129K 2,254 -1,053 -32%
PCM
82
Penserra Capital Management
California
$91K 1,590 +530 +50%
SC
83
SouthState Corp
Florida
$57K 1,001 +1,001 New
Fidelity Investments
84
Fidelity Investments
Massachusetts
$54K 950 +467 +97%
FFA
85
Founders Financial Alliance
North Carolina
$27K 477 +3 +0.6%
PCG
86
Private Capital Group
Connecticut
$19K 337 – –
FHA
87
First Horizon Advisors
Tennessee
$19K 341 +341 New
HS
88
Horan Securities
United States
$17K 296 +296 New
RFA
89
Reilly Financial Advisors
California
$16K 288 +288 New
TCWM
90
Total Clarity Wealth Management
Illinois
$13K 232 – –
MIM
91
Macroview Investment Management
Maryland
$12K 204 +2 +1%
PA
92
Parallel Advisors
California
$10K 179 – –
CWP
93
Concord Wealth Partners
Virginia
$8K 143 +143 New
PO
94
Private Ocean
California
$7K 119 – –
BBPWM
95
Blue Bell Private Wealth Management
Pennsylvania
$6K 99 +99 New
NIC
96
Northwest Investment Counselors
Oregon
$6K 105 +105 New
TC
97
Trilogy Capital
California
– – -31,125 Closed
FTUS
98
Flow Traders U.S.
New York
– – -7,081 Closed
Citigroup
99
Citigroup
New York
– – -1 Closed
CIAS
100
CBIZ Investment Advisory Services
Ohio
– – – –
1 2 3
4
5