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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

192 hedge funds and large institutions have $1.44B invested in iShares US Small Cap Equity Factor ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
2.61%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.2%
New
31
Increased
75
Reduced
55
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$231M
2
Ameriprise
2
Ameriprise
Minnesota
$71.3M
3
FIA
3
Foundations Investment Advisors
Arizona
$15.9M
4
Wells Fargo
4
Wells Fargo
California
$117M
5
FIBT
5
First International Bank & Trust
North Dakota
$11.9M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$4.71M
2
LWMI
2
Landmark Wealth Management (Illinois)
Illinois
$1.63M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$12.9M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
BCWM
5
Ball & Co Wealth Management
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$1.52M 24,484 -577 -2%
PJSIMP
77
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.46M 23,410 +3,662 +19%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$1.41M 22,690 -850 -4%
WBG
79
Wharton Business Group
Pennsylvania
$1.38M 22,125 – –
JWCA
80
J.W. Cole Advisors
Florida
$1.35M 21,758 +2,392 +12%
WC
81
Weil Company
California
$1.34M 21,502 +14,896 +225%
CWP
82
Cyndeo Wealth Partners
Florida
$1.28M 20,537 +3,496 +21%
WCA
83
Westover Capital Advisors
Delaware
$1.27M 20,351 -343 -2%
WPC
84
Wedmont Private Capital
Pennsylvania
$1.22M 21,170 +21,170 New
EAM
85
Empirical Asset Management
Massachusetts
$1.16M 18,687 +116 +0.6%
DWS
86
Dynamic Wealth Strategies
California
$1.16M 18,676 -18,972 -50%
LAS
87
LWM Advisory Services
Florida
$1.11M 17,883 -1,051 -6%
Brown Advisory
88
Brown Advisory
Maryland
$1.04M 16,792 -384 -2%
NA
89
NewEdge Advisors
Louisiana
$1.04M 16,719 +2,832 +20%
PL
90
Plancorp LLC
Missouri
$973K 15,647 +6,099 +64%
FPW
91
Flagship Private Wealth
Massachusetts
$967K 15,555 +2,161 +16%
SC
92
Sepio Capital
Utah
$960K 15,441 +40 +0.3%
KWM
93
Kingsview Wealth Management
Oregon
$916K 14,733 -518 -3%
Truist Financial
94
Truist Financial
North Carolina
$893K 14,364 +1,271 +10%
MWM
95
Mascagni Wealth Management
Mississippi
$847K 13,619 – –
FM
96
Foster & Motley
Ohio
$752K 12,094 -1,916 -14%
GC
97
Guidance Capital
Kentucky
$702K 11,161 +4,379 +65%
WWA
98
Wingate Wealth Advisors
Massachusetts
$694K 11,172 +1,985 +22%
PGFC
99
Peapack-Gladstone Financial Corp
New Jersey
$680K 10,942 +10,942 New
VFPW
100
Vantage Financial Partners (Wisconsin)
Wisconsin
$680K 10,939 +6,204 +131%
2 3
4
5 6