We are live on ! Find out more
SMLF icon

iShares US Small Cap Equity Factor ETF

268 hedge funds and large institutions have $2.73B invested in iShares US Small Cap Equity Factor ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 120 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$317K
Puts
$174K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
101
SummitPoint Capital Management
Colorado
$2.28M
PS
102
Principal Securities
Iowa
$2.27M
MA
103
Montag & Associates
Georgia
$2.23M
ECA
104
Elevate Capital Advisors
Colorado
$2.23M
RWA
105
Redhawk Wealth Advisors
Minnesota
$2.15M
BWS
106
BFI Wealth Solutions
Texas
$2.14M
TWA
107
Talisman Wealth Advisors
New Jersey
$2.12M
GFG
108
Goldstone Financial Group
Illinois
$2.05M
GC
109
Guidance Capital
Kentucky
$1.9M
ASN
110
Advisory Services Network
Georgia
$1.88M
CSP
111
Cary Street Partners
Virginia
$1.83M
MWM
112
Meridian Wealth Management
Kentucky
$1.8M
FAM
113
Frontier Asset Management
Wyoming
$1.8M
EAM
114
Empirical Asset Management
Massachusetts
$1.78M
SAW
115
Signal Advisors Wealth
Michigan
$1.76M
CWP
116
Cyndeo Wealth Partners
Florida
$1.76M
HWP
117
Hibernia Wealth Partners
Louisiana
$1.74M
AFS
118
Axiom Financial Strategies
Indiana
$1.72M
PCA
119
Pallas Capital Advisors
Massachusetts
$1.7M
DWS
120
Dynamic Wealth Strategies
California
$1.68M
WPC
121
Wedmont Private Capital
Pennsylvania
$1.66M
RRA
122
Red Reef Advisors
Florida
$1.65M
WBG
123
Wharton Business Group
Pennsylvania
$1.64M
US Bancorp
124
US Bancorp
Minnesota
$1.61M
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$1.6M