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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

141 hedge funds and large institutions have $838M invested in iShares US Small Cap Equity Factor ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
141
Holders Change
+18
Holders Change %
+14.63%
% of All Funds
2.04%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
30
Increased
46
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCFFS
1
Pacific Center for Financial Services
California
$24.1M
2
RWM
2
Reston Wealth Management
Virginia
$14.5M
3
Ameriprise
3
Ameriprise
Minnesota
$15M
4
Wells Fargo
4
Wells Fargo
California
$79.5M
5
LPL Financial
5
LPL Financial
California
$12.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$318K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$24.4M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$19.8M
4
DI
4
DAGCO Inc
Ohio
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
76
Capital Advisors Ltd
Ohio
$515K 8,099 -548 -6%
TC
77
Trilogy Capital
California
$494K 7,762 -7,304 -48%
EA
78
Ergawealth Advisors
Illinois
$492K 7,733 -1,305 -14%
DT
79
Diversified Trust
Tennessee
$457K 7,193 +7,193 New
CWP
80
Cyndeo Wealth Partners
Florida
$430K 6,764 +6,764 New
PL
81
Plancorp LLC
Missouri
$403K 6,333 +854 +16%
EWM
82
Executive Wealth Management
Michigan
$402K 6,364 +161 +3%
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$398K 6,267 +117 +2%
DWP
84
Destiny Wealth Partners
Florida
$398K 6,262 – –
FFA
85
First Foundation Advisors
California
$383K 6,021 – –
William Blair & Company
86
William Blair & Company
Illinois
$372K 5,847 +16 +0.3%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$360K 5,661 -171 -3%
TP
88
Tranquility Partners
Tennessee
$351K 5,527 – –
OIA
89
OneDigital Investment Advisors
Kansas
$348K 5,466 – –
FFA
90
Farther Finance Advisors
California
$338K 5,350 -20 -0.4%
NA
91
NewEdge Advisors
Louisiana
$329K 5,175 +1,066 +26%
EFA
92
Edge Financial Advisors
Illinois
$322K 5,072 +5,072 New
Northern Trust
93
Northern Trust
Illinois
$319K 5,024 – –
Goldman Sachs
94
Goldman Sachs
New York
$318K 4,999 -54,029 -92%
PAS
95
Park Avenue Securities
New York
$290K 4,559 +194 +4%
SPC
96
Sigma Planning Corp
Michigan
$287K 4,512 +4,512 New
Franklin Resources
97
Franklin Resources
California
$276K 4,344 +4,344 New
AWM
98
Apollon Wealth Management
South Carolina
$275K 4,332 -4,581 -51%
TC
99
TownSquare Capital
Utah
$272K 4,279 -388 -8%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$267K 4,200 +4,200 New
2 3
4
5 6