SMLF icon

iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

141 hedge funds and large institutions have $838M invested in iShares US Small Cap Equity Factor ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
141
Holders Change
+18
Holders Change %
+14.63%
% of All Funds
2.04%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
30
Increased
46
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCFFS
1
Pacific Center for Financial Services
California
$24.1M
2
RWM
2
Reston Wealth Management
Virginia
$14.5M
3
Ameriprise
3
Ameriprise
Minnesota
$15M
4
Wells Fargo
4
Wells Fargo
California
$79.5M
5
LPL Financial
5
LPL Financial
California
$12.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$318K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$24.4M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$19.8M
4
DI
4
DAGCO Inc
Ohio
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
101
Aptus Capital Advisors
Alabama
$258K 4,060 +4,060 New
AWS
102
Atria Wealth Solutions
New York
$253K 3,981 +268 +7%
CTA
103
Colonial Trust Advisors
South Carolina
$215K 3,383 – –
WFC
104
Western Financial Corp
California
$208K 3,269 +3,269 New
Mariner
105
Mariner
Kansas
$207K 3,253 -883 -21%
CB
106
Cadence Bank
Mississippi
$201K 3,160 +3,160 New
Fidelity Investments
107
Fidelity Investments
Massachusetts
$191K 3,001 +48 +2%
ACA
108
American Capital Advisory
Idaho
$125K 2,448 +2,448 New
CIAS
109
CBIZ Investment Advisory Services
Ohio
$124K 1,951 +1,951 New
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$120K 1,883 +481 +34%
AWM
111
Aspire Wealth Management
Massachusetts
$114K 1,794 +4 +0.2%
CT
112
Colonial Trust
South Carolina
$103K 1,625 -800 -33%
SFC
113
SYM Financial Corp
Indiana
$87.3K 1,373 – –
Comerica Bank
114
Comerica Bank
Texas
$75.3K 1,185 – –
AF
115
Allworth Financial
California
$73.7K 1,159 -4,918 -81%
BWL
116
Bogart Wealth LLC
Virginia
$63.6K 1,001 – –
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$51.3K 812 +812 New
MFG
118
Mendota Financial Group
Wisconsin
$48.7K 766 +766 New
CTC
119
Central Trust Company
Missouri
$47.9K 753 +753 New
SC
120
SouthState Corp
Florida
$42.9K 675 – –
PTC
121
Private Trust Company
Ohio
$37.1K 583 +583 New
SRCM
122
Signature Resources Capital Management
California
$32.2K 548 – –
FFA
123
Founders Financial Alliance
North Carolina
$31.2K 490 +1 +0.2%
GWS
124
Glassman Wealth Services
Virginia
$30.8K 485 – –
AT
125
Arlington Trust
Alabama
$24K 378 – –
3 4
5
6 7