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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

156 hedge funds and large institutions have $1.07B invested in iShares US Small Cap Equity Factor ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
156
Holders Change
+9
Holders Change %
+6.12%
% of All Funds
2.26%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
18
Increased
76
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPG
1
Cornerstone Planning Group
New Jersey
$24.2M
2
Ameriprise
2
Ameriprise
Minnesota
$41.1M
3
WHG
3
Westwood Holdings Group
Texas
$9.64M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$16M
5
GM
5
GeoWealth Management
Illinois
$16.4M

Top Sellers

1
SFS
1
Strategic Financial Services
New York
$245M
2
BlackRock
2
BlackRock
New York
$31.3M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$18M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
AA
5
Addison Advisors
Vermont
$5.52M
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
101
Farther Finance Advisors
California
$389K 5,856 -3,293 -36%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$375K 5,645 -2,016 -26%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$368K 5,551 -1,163 -17%
OIA
104
OneDigital Investment Advisors
Kansas
$363K 5,466 – –
TP
105
Tranquility Partners
Tennessee
$351K 5,287 – –
DT
106
Diversified Trust
Tennessee
$350K 5,270 -1,923 -27%
AWS
107
Atria Wealth Solutions
New York
$333K 5,024 +747 +17%
Northern Trust
108
Northern Trust
Illinois
$333K 5,024 – –
AWM
109
Apollon Wealth Management
South Carolina
$332K 5,007 +675 +16%
AWE
110
Avidian Wealth Enterprises
Texas
$331K 4,990 +4,990 New
EFA
111
Edge Financial Advisors
Illinois
$298K 4,486 +4,486 New
FPW
112
Flagship Private Wealth
Massachusetts
$277K 4,174 +4,174 New
TC
113
TownSquare Capital
Utah
$257K 3,869 -371 -9%
FAM
114
Frontier Asset Management
Wyoming
$247K 3,726 +141 +4%
WFC
115
Western Financial Corp
California
$231K 3,489 -25 -0.7%
CTA
116
Colonial Trust Advisors
South Carolina
$221K 3,333 -50 -1%
CIAS
117
CBIZ Investment Advisory Services
Ohio
$216K 3,250 +1,852 +132%
NW
118
NewEdge Wealth
Pennsylvania
$215K 3,235 +3,235 New
CB
119
Cadence Bank
Mississippi
$210K 3,160 +3,160 New
AWA
120
Arkadios Wealth Advisors
Georgia
$206K 3,099 +3,099 New
RFN
121
Redwood Financial Network
Ohio
$205K 3,094 +3,094 New
SWM
122
Selective Wealth Management
Virginia
$203K 3,095 +3,095 New
LIM
123
Leavell Investment Management
Alabama
$200K 3,020 +3,020 New
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$180K 2,673 – –
AWM
125
Aspire Wealth Management
Massachusetts
$134K 2,027 +138 +7%
3 4
5
6 7