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iShares US Small Cap Equity Factor ETF

215 hedge funds and large institutions have $1.48B invested in iShares US Small Cap Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

62% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 53

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

11% more funds holding

Funds holding: 193215 (+22)

2% more capital invested

Capital invested by funds: $1.44B → $1.48B (+$35.5M)

1.68% less ownership

Funds ownership: 83.36%81.68% (-1.7%)

Holders
215
Holders Change
+22
Holders Change %
+11.4%
% of All Funds
2.83%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.22%
New
41
Increased
86
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
Perigon Wealth Management
California
$1.96M +$235K +3,713 +15%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$1.86M -$41.5K -655 -2%
PCA
78
Pallas Capital Advisors
Massachusetts
$1.75M +$1.63M +25,756 New
PS
79
Principal Securities
Iowa
$1.73M +$1.6M +25,288 +11,495%
PJSIMP
80
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.72M +$117K +1,848 +8%
BWM
81
BKM Wealth Management
Wisconsin
$1.68M -$233K -3,676 -13%
FPW
82
Flagship Private Wealth
Massachusetts
$1.64M +$542K +8,559 +55%
US Bancorp
83
US Bancorp
Minnesota
$1.58M -$75.1K -1,187 -5%
WBG
84
Wharton Business Group
Pennsylvania
$1.5M
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$1.5M -$37.8K -597 -3%
WPC
86
Wedmont Private Capital
Pennsylvania
$1.48M
CWP
87
Cyndeo Wealth Partners
Florida
$1.46M +$57K +901 +4%
DWS
88
Dynamic Wealth Strategies
California
$1.39M +$109K +1,726 +9%
WCA
89
Westover Capital Advisors
Delaware
$1.37M -$9.18K -145 -0.7%
LAS
90
LWM Advisory Services
Florida
$1.35M +$124K +1,953 +11%
EAM
91
Empirical Asset Management
Massachusetts
$1.28M +$12.5K +198 +1%
JWCA
92
J.W. Cole Advisors
Florida
$1.27M -$197K -3,111 -14%
HWP
93
Hibernia Wealth Partners
Louisiana
$1.21M +$563K +8,895 +100%
EF
94
Empowered Funds
Pennsylvania
$1.19M +$1.11M +17,461 New
Truist Financial
95
Truist Financial
North Carolina
$1.18M +$188K +2,974 +21%
Brown Advisory
96
Brown Advisory
Maryland
$1.14M
NA
97
NewEdge Advisors
Louisiana
$1.04M -$91.1K -1,439 -9%
HighTower Advisors
98
HighTower Advisors
Illinois
$1.03M +$737K +11,636 +325%
TWA
99
Talisman Wealth Advisors
New Jersey
$922K +$170K +2,687 +25%
KWM
100
Kingsview Wealth Management
Oregon
$895K -$98.6K -1,558 -11%

SMLF Hedge Fund Activity: Q2 2025 in Review

215 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q2 2025, worth a combined $1.48B — up 2.5% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SMLF positions and 15 closed out — a net gain of 26 holders — while 86 added to existing stakes and 53 trimmed.

The largest buyer was Ameriprise, adding an estimated $26.7M. The largest seller was Fidelity Investments, cutting an estimated $226M.

  • 215 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q2 2025, up from 193 in Q1 2025.
  • Funds reported $1.48B of iShares US Small Cap Equity Factor ETF stock for Q2 2025, up 2.5% quarter-over-quarter.
  • 41 funds opened new iShares US Small Cap Equity Factor ETF positions in Q2 2025 and 15 closed out, a net change of +26 holders.
  • The largest iShares US Small Cap Equity Factor ETF buyer in Q2 2025 was Ameriprise, an estimated $26.7M added.
  • The largest iShares US Small Cap Equity Factor ETF seller in Q2 2025 was Fidelity Investments, an estimated $226M sold.

Based on aggregated 13F filings for Q2 2025.