SMLF icon

iShares US Small Cap Equity Factor ETF

123 hedge funds and large institutions have $710M invested in iShares US Small Cap Equity Factor ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
123
Holders Change
+8
Holders Change %
+6.96%
% of All Funds
1.8%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
22
Increased
41
Reduced
41
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$82.5K 1,402 +1,402 New
SFC
102
SYM Financial Corp
Indiana
$80.8K 1,373
Comerica Bank
103
Comerica Bank
Texas
$69.7K 1,185
BWL
104
Bogart Wealth LLC
Virginia
$58.9K 1,001 +400 +67%
HR
105
Howe & Rusling
New York
$47.6K 809
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$41.2K 700 +700 New
SC
107
SouthState Corp
Florida
$39.7K 675
SRCM
108
Signature Resources Capital Management
California
$32.2K 548 +548 New
FFA
109
Founders Financial Alliance
North Carolina
$28.8K 489 +2 +0.4%
GWS
110
Glassman Wealth Services
Virginia
$28.5K 485 -1,007 -67%
AT
111
Arlington Trust
Alabama
$22.2K 378
AP
112
Arlington Partners
Alabama
$22.2K 378
APC
113
Aspire Private Capital
North Carolina
$21.1K 358 -1,340 -79%
VWM
114
Venturi Wealth Management
Texas
$15.2K 259
MWM
115
MGB Wealth Management
Texas
$12.7K 216 +216 New
MIM
116
Macroview Investment Management
Maryland
$12.2K 207 +207 New
CWP
117
Concord Wealth Partners
Virginia
$11.5K 195
WWM
118
Wolff Wiese Magana
California
$10.6K 180
PO
119
Private Ocean
California
$7K 119
BC
120
Barrett & Company
Rhode Island
$4.24K 72
SS
121
Sunbelt Securities
Texas
$3.29K 56
Simplex Trading
122
Simplex Trading
Illinois
$3K 61 +61 New
Citigroup
123
Citigroup
New York
$118 2 -17 -89%
FIA
124
Foundations Investment Advisors
Arizona
-59,557 Closed
CJFS
125
Coulter & Justus Financial Services
Tennessee
-12,818 Closed