SMLF icon

iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

104 hedge funds and large institutions have $1.09B invested in iShares US Small Cap Equity Factor ETF in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
104
Holders Change
+15
Holders Change %
+16.85%
% of All Funds
1.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
24
Increased
38
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Strategic Financial Services
New York
$192M
2
Ameriprise
2
Ameriprise
Minnesota
$6.46M
3
DI
3
DDFG Inc
California
$5.67M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.23M
5
GAM
5
GEM Asset Management
Michigan
$3.04M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$35.8M
2
MA
2
MUFG Americas
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.01M
4
BlackRock
4
BlackRock
New York
$27.7M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$96.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
76
Selective Wealth Management
Virginia
$250K 4,737 -1,170 -20%
Northern Trust
77
Northern Trust
Illinois
$249K 5,024 – –
TC
78
Trilogy Capital
California
$237K 4,778 +4,778 New
PAS
79
Park Avenue Securities
New York
$225K 4,540 +4,540 New
SFC
80
SYM Financial Corp
Indiana
$217K 4,364 -154 -3%
GM
81
GeoWealth Management
Illinois
$216K 4,338 +4,338 New
JWCA
82
J.W. Cole Advisors
Florida
$213K 4,296 +4,296 New
MFG
83
Merit Financial Group
Georgia
$213K 4,294 +4,294 New
AWM
84
Aspire Wealth Management
Massachusetts
$168K 3,376 +246 +8%
CT
85
Colonial Trust
South Carolina
$125K 2,525 – –
FHA
86
First Horizon Advisors
Tennessee
$96.1K 1,935 -359 -16%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$69.5K 1,400 +363 +35%
GT
88
Glenmede Trust
Pennsylvania
$45K 907 +737 +434%
FFA
89
Founders Financial Alliance
North Carolina
$24K 483 +2 +0.4%
ASN
90
Advisory Services Network
Georgia
$19.9K 400 +400 New
AP
91
Arlington Partners
Alabama
$18.8K 378 +378 New
MIM
92
Macroview Investment Management
Maryland
$10.2K 206 +1 +0.5%
BWL
93
Bogart Wealth LLC
Virginia
$9.97K 201 +201 New
CWP
94
Concord Wealth Partners
Virginia
$9.68K 195 +195 New
WWM
95
Wolff Wiese Magana
California
$8.94K 180 – –
PA
96
Parallel Advisors
California
$8.89K 179 – –
PO
97
Private Ocean
California
$5.91K 119 – –
BAM
98
Belpointe Asset Management
Nevada
$5.17K 104 +104 New
BBPWM
99
Blue Bell Private Wealth Management
Pennsylvania
$4.92K 99 – –
BC
100
Barrett & Company
Rhode Island
$3.58K 72 – –
1 2 3
4
5