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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

90 hedge funds and large institutions have $986M invested in iShares US Small Cap Equity Factor ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 13 closing their positions.

Holders
90
Holders Change
–
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
13
Increased
36
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$225M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$210M
3
Wells Fargo
3
Wells Fargo
California
$47M
4
PPW
4
Pasadena Private Wealth
California
$6.16M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.36M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$3.51M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$86.6M
3
BlackRock
3
BlackRock
New York
$30.7M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$216K
5
5L
5
55I LLC
Massachusetts
$2.34M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$62K 1,313 +179 +16%
CCM
77
Covington Capital Management
California
$57K 1,210 +1,210 New
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$36K 763 – –
HS
79
Horan Securities
United States
$32K 672 +2 +0.3%
FFA
80
Founders Financial Alliance
North Carolina
$22K 479 +2 +0.4%
GIA
81
GHP Investment Advisors
Colorado
$15K 326 +326 New
FHA
82
First Horizon Advisors
Tennessee
$15K 341 +341 New
CWP
83
Concord Wealth Partners
Virginia
$11K 228 +195 +591%
TCWM
84
Total Clarity Wealth Management
Illinois
$11K 232 +232 New
APW
85
Axim Planning & Wealth
Ohio
$11K 245 +245 New
MIM
86
Macroview Investment Management
Maryland
$10K 204 – –
PA
87
Parallel Advisors
California
$8K 179 – –
BBPWM
88
Blue Bell Private Wealth Management
Pennsylvania
$5K 99 – –
PO
89
Private Ocean
California
$5K 119 – –
Citadel Advisors
90
Citadel Advisors
Florida
– – -40,577 Closed
LWAC
91
Laurel Wealth Advisors (California)
California
– – -4,573 Closed
IF
92
Intrua Financial
Texas
– – -4,103 Closed
LNC
93
Lincoln National Corp
Pennsylvania
– – -3,949 Closed
VWM
94
Venturi Wealth Management
Texas
– – -3,862 Closed
CAN
95
Cetera Advisor Networks
California
– – -3,767 Closed
FAG
96
Fortitude Advisory Group
Washington
– – -3,132 Closed
HA
97
Herold Advisors
New York
– – -1,600 Closed
PCM
98
Penserra Capital Management
California
– – -1,272 Closed
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
– – -348 Closed
Creative Planning
100
Creative Planning
Kansas
– – -288 Closed
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