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iShares US Small Cap Equity Factor ETF
SMLF

193 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 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

36% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 55

20% more capital invested

Capital invested by funds: $1.2B → $1.44B (+$244M)

6% more funds holding

Funds holding: 182 → 193 (+11)

0.71% more ownership

Funds ownership: 82.65% → 83.36% (+0.71%)

12% less funds holding in top 10

Funds holding in top 10: 17 → 15 (-2)

Holders
193
Holders Change
+11
Holders Change %
+6.04%
% of All Funds
2.59%
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
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$250M
2
Ameriprise
Ameriprise
Minnesota
+$26.5M
3
FIA
Foundations Investment Advisors
Arizona
+$17.2M
4
Wells Fargo
Wells Fargo
California
+$17.2M
5
FIBT
First International Bank & Trust
North Dakota
+$12.9M

Top Sellers

1
SA
Sanctuary Advisors
Indiana
-$11.9M
2
GM
GeoWealth Management
Illinois
-$9.83M
3
LWMI
Landmark Wealth Management (Illinois)
Illinois
-$7.61M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.35M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$1.52M -$38.8K -577 -2%
PJSIMP
77
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.46M +$246K +3,662 +19%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$1.41M -$57.2K -850 -4%
WBG
79
Wharton Business Group
Pennsylvania
$1.38M – – –
JWCA
80
J.W. Cole Advisors
Florida
$1.35M +$161K +2,392 +12%
WC
81
Weil Company
California
$1.34M +$1M +14,896 +225%
CWP
82
Cyndeo Wealth Partners
Florida
$1.28M +$235K +3,496 +21%
WCA
83
Westover Capital Advisors
Delaware
$1.27M -$23.1K -343 -2%
WPC
84
Wedmont Private Capital
Pennsylvania
$1.22M +$1.42M +21,170 New
EAM
85
Empirical Asset Management
Massachusetts
$1.16M +$7.8K +116 +0.6%
DWS
86
Dynamic Wealth Strategies
California
$1.16M -$1.28M -18,972 -50%
LAS
87
LWM Advisory Services
Florida
$1.11M -$70.7K -1,051 -6%
Brown Advisory
88
Brown Advisory
Maryland
$1.04M -$25.8K -384 -2%
NA
89
NewEdge Advisors
Louisiana
$1.04M +$190K +2,832 +20%
PL
90
Plancorp LLC
Missouri
$973K +$410K +6,099 +64%
FPW
91
Flagship Private Wealth
Massachusetts
$967K +$145K +2,161 +16%
SC
92
Sepio Capital
Utah
$960K +$2.69K +40 +0.3%
KWM
93
Kingsview Wealth Management
Oregon
$916K -$34.8K -518 -3%
Truist Financial
94
Truist Financial
North Carolina
$893K +$85.5K +1,271 +10%
MWM
95
Mascagni Wealth Management
Mississippi
$847K – – –
FM
96
Foster & Motley
Ohio
$752K -$129K -1,916 -14%
GC
97
Guidance Capital
Kentucky
$702K +$295K +4,379 +65%
WWA
98
Wingate Wealth Advisors
Massachusetts
$694K +$134K +1,985 +22%
PGFC
99
Peapack-Gladstone Financial Corp
New Jersey
$680K +$736K +10,942 New
VFPW
100
Vantage Financial Partners (Wisconsin)
Wisconsin
$680K +$417K +6,204 +131%
2 3
4
5 6

SMLF Hedge Fund Activity: Q1 2025 in Review

193 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q1 2025, worth a combined $1.44B — up 20% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SMLF positions and 19 closed out — a net gain of 12 holders — while 75 added to existing stakes and 55 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $250M. The largest seller was Sanctuary Advisors, exiting entirely with an estimated $11.9M sold.

  • 193 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q1 2025, up from 182 in Q4 2024.
  • Funds reported $1.44B of iShares US Small Cap Equity Factor ETF stock for Q1 2025, up 20% quarter-over-quarter.
  • 31 funds opened new iShares US Small Cap Equity Factor ETF positions in Q1 2025 and 19 closed out, a net change of +12 holders.
  • The largest iShares US Small Cap Equity Factor ETF buyer in Q1 2025 was Fidelity Investments, an estimated $250M added.
  • The largest iShares US Small Cap Equity Factor ETF seller in Q1 2025 was Sanctuary Advisors, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2025.