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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

181 hedge funds and large institutions have $1.2B invested in iShares US Small Cap Equity Factor ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
181
Holders Change
+25
Holders Change %
+16.03%
% of All Funds
2.41%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
37
Increased
69
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$31.7M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$18.3M
3
FOR
3
Family Office Research
Maryland
$13.7M
4
IA
4
Integrity Alliance
Iowa
$12M
5
Wells Fargo
5
Wells Fargo
California
$110M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$0
2
SFS
2
Strategic Financial Services
New York
$241M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$13.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.1M
5
GM
5
GeoWealth Management
Illinois
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
JWCA
76
J.W. Cole Advisors
Florida
$1.31M 19,366 +4,907 +34%
LAS
77
LWM Advisory Services
Florida
$1.28M 18,934 -1,898 -9%
EAM
78
Empirical Asset Management
Massachusetts
$1.25M 18,571 -1,215 -6%
BBHC
79
Brown Brothers Harriman & Co
New York
$1.25M 18,493 – –
BCM
80
Brookstone Capital Management
Illinois
$1.2M 17,712 -1,138 -6%
Brown Advisory
81
Brown Advisory
Maryland
$1.16M 17,176 – –
CWP
82
Cyndeo Wealth Partners
Florida
$1.15M 17,041 +187 +1%
Jane Street
83
Jane Street
New York
$1.04M 15,470 -4,272 -22%
SC
84
Sepio Capital
Utah
$1.04M 15,401 +35 +0.2%
KWM
85
Kingsview Wealth Management
Oregon
$1.03M 15,251 -286 -2%
FM
86
Foster & Motley
Ohio
$946K 14,010 -3,374 -19%
NA
87
NewEdge Advisors
Louisiana
$937K 13,887 -1,951 -12%
FPW
88
Flagship Private Wealth
Massachusetts
$904K 13,394 +9,220 +221%
Truist Financial
89
Truist Financial
North Carolina
$884K 13,093 -1,081 -8%
FTUS
90
Flow Traders U.S.
New York
$880K 13,043 +13,043 New
MWM
91
Mascagni Wealth Management
Mississippi
$847K 13,619 +13,619 New
GLA
92
Good Life Advisors
Pennsylvania
$806K 11,935 +11,935 New
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$799K 11,838 -34 -0.3%
AWP
94
Ascent Wealth Partners
New York
$719K 10,655 – –
ALA
95
Atlas Legacy Advisors
California
$704K 10,431 +10,431 New
QCM
96
QRG Capital Management
Illinois
$702K 10,402 +9 +0.1%
WT
97
Washington Trust
Rhode Island
$675K 9,999 – –
PL
98
Plancorp LLC
Missouri
$644K 9,548 +1,045 +12%
WWA
99
Wingate Wealth Advisors
Massachusetts
$620K 9,187 +9,187 New
CAL
100
Capital Advisors Ltd
Ohio
$602K 8,924 -119 -1%
2 3
4
5 6