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iShares US Small Cap Equity Factor ETF
SMLF

182 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 38 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 9

57% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 44

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

17% more funds holding

Funds holding: 156 → 182 (+26)

12% more capital invested

Capital invested by funds: $1.07B → $1.2B (+$128M)

0.86% more ownership

Funds ownership: 81.79% → 82.65% (+0.86%)

Holders
182
Holders Change
+26
Holders Change %
+16.67%
% of All Funds
2.4%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.22%
New
38
Increased
69
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$32.5M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$17.8M
3
Wells Fargo
Wells Fargo
California
+$9.8M
4
ETC
Exchange Traded Concepts
Oklahoma
+$9.69M
5
JP Morgan Chase
JP Morgan Chase
New York
+$9.59M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$9.64M
2
SFS
Strategic Financial Services
New York
-$7.85M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$4.47M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.65M
5
GM
GeoWealth Management
Illinois
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
76
J.W. Cole Advisors
Florida
$1.31M +$340K +4,907 +34%
LAS
77
LWM Advisory Services
Florida
$1.28M -$131K -1,898 -9%
EAM
78
Empirical Asset Management
Massachusetts
$1.25M -$84.2K -1,215 -6%
BBHC
79
Brown Brothers Harriman & Co
New York
$1.25M – – –
BCM
80
Brookstone Capital Management
Illinois
$1.2M -$78.8K -1,138 -6%
Brown Advisory
81
Brown Advisory
Maryland
$1.16M – – –
CWP
82
Cyndeo Wealth Partners
Florida
$1.15M +$13K +187 +1%
Jane Street
83
Jane Street
New York
$1.04M -$296K -4,272 -22%
SC
84
Sepio Capital
Utah
$1.04M +$2.42K +35 +0.2%
KWM
85
Kingsview Wealth Management
Oregon
$1.03M -$19.8K -286 -2%
FM
86
Foster & Motley
Ohio
$946K -$234K -3,374 -19%
NA
87
NewEdge Advisors
Louisiana
$937K -$135K -1,951 -12%
FPW
88
Flagship Private Wealth
Massachusetts
$904K +$639K +9,220 +221%
Truist Financial
89
Truist Financial
North Carolina
$884K -$74.9K -1,081 -8%
FTUS
90
Flow Traders U.S.
New York
$880K +$904K +13,043 New
MWM
91
Mascagni Wealth Management
Mississippi
$847K +$944K +13,619 New
GLA
92
Good Life Advisors
Pennsylvania
$806K +$827K +11,935 New
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$799K -$2.36K -34 -0.3%
AWP
94
Ascent Wealth Partners
New York
$719K – – –
ALA
95
Atlas Legacy Advisors
California
$704K +$723K +10,431 New
QCM
96
QRG Capital Management
Illinois
$702K +$624 +9 +0.1%
WT
97
Washington Trust
Rhode Island
$675K – – –
PL
98
Plancorp LLC
Missouri
$644K +$72.4K +1,045 +12%
WWA
99
Wingate Wealth Advisors
Massachusetts
$620K +$636K +9,187 New
CAL
100
Capital Advisors Ltd
Ohio
$602K -$8.24K -119 -1%
2 3
4
5 6

SMLF Hedge Fund Activity: Q4 2024 in Review

182 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q4 2024, worth a combined $1.2B — up 12% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SMLF positions and 9 closed out — a net gain of 29 holders — while 69 added to existing stakes and 44 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $32.5M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $9.64M sold.

  • 182 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q4 2024, up from 156 in Q3 2024.
  • Funds reported $1.2B of iShares US Small Cap Equity Factor ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 38 funds opened new iShares US Small Cap Equity Factor ETF positions in Q4 2024 and 9 closed out, a net change of +29 holders.
  • The largest iShares US Small Cap Equity Factor ETF buyer in Q4 2024 was Charles Schwab, an estimated $32.5M added.
  • The largest iShares US Small Cap Equity Factor ETF seller in Q4 2024 was Westwood Holdings Group, an estimated $9.64M sold.

Based on aggregated 13F filings for Q4 2024.