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iShares US Small Cap Equity Factor ETF
SMLF
SMLF
89 hedge funds and large institutions have $962M invested in iShares US Small Cap Equity Factor ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
68% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 25
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
1.27% more ownership
Funds ownership: 109.5% → 110.77% (+1.3%)
2% less capital invested
Capital invested by funds: $986M → $962M (-$23.8M)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
1% less funds holding
Funds holding: 90 → 89 (-1)
Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.53%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
10
Increased
42
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.7M |
| 2 |
SAS
Sanford Advisory Services
Portage,
Michigan
|
+$6.61M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$6.53M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$6.19M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.02M |
Top Sellers
| 1 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$6.16M |
| 2 |
SFS
Strategic Financial Services
Utica,
New York
|
-$4.45M |
| 3 |
BlackRock
New York
|
-$3.18M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.1M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
-$2.65M |
