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iShares US Small Cap Equity Factor ETF
SMLF

193 hedge funds and large institutions have $1.44B invested in iShares US Small Cap Equity Factor ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

36% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 55

20% more capital invested

Capital invested by funds: $1.2B → $1.44B (+$244M)

6% more funds holding

Funds holding: 182 → 193 (+11)

0.71% more ownership

Funds ownership: 82.65% → 83.36% (+0.71%)

12% less funds holding in top 10

Funds holding in top 10: 17 → 15 (-2)

Holders
193
Holders Change
+11
Holders Change %
+6.04%
% of All Funds
2.59%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.2%
New
31
Increased
75
Reduced
55
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$250M
2
Ameriprise
Ameriprise
Minnesota
+$26.5M
3
FIA
Foundations Investment Advisors
Arizona
+$17.2M
4
Wells Fargo
Wells Fargo
California
+$17.2M
5
FIBT
First International Bank & Trust
North Dakota
+$12.9M

Top Sellers

1
SA
Sanctuary Advisors
Indiana
-$11.9M
2
GM
GeoWealth Management
Illinois
-$9.83M
3
LWMI
Landmark Wealth Management (Illinois)
Illinois
-$7.61M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.35M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
101
Talisman Wealth Advisors
New Jersey
$676K +$732K +10,883 New
AWP
102
Ascent Wealth Partners
New York
$662K – – –
GLA
103
Good Life Advisors
Pennsylvania
$653K -$96.1K -1,429 -12%
ASN
104
Advisory Services Network
Georgia
$636K +$321K +4,773 +87%
ALA
105
Atlas Legacy Advisors
California
$632K -$43.9K -652 -6%
WT
106
Washington Trust
Rhode Island
$622K – – –
CAL
107
Capital Advisors Ltd
Ohio
$574K +$20.5K +305 +3%
HWP
108
Hibernia Wealth Partners
Louisiana
$552K -$1.14K -17 -0.2%
CAL
109
Capital Analysts LLC
Pennsylvania
$525K +$436K +6,489 +332%
QCM
110
QRG Capital Management
Illinois
$505K -$153K -2,271 -22%
CL
111
Choreo LLC
Illinois
$473K -$29.2K -434 -5%
WANY
112
Wealthspire Advisors (New York)
New York
$443K -$62K -922 -11%
FFA
113
Farther Finance Advisors
California
$442K -$67 -1 -0%
EA
114
Ergawealth Advisors
Illinois
$435K -$6.93K -103 -1%
FLPIM
115
F.L. Putnam Investment Management
Massachusetts
$434K +$102K +1,523 +28%
OIA
116
OneDigital Investment Advisors
Kansas
$414K -$19.9K -296 -4%
AWE
117
Avidian Wealth Enterprises
Texas
$401K +$123K +1,830 +40%
William Blair & Company
118
William Blair & Company
Illinois
$388K -$26.2K -390 -6%
SPC
119
Sigma Planning Corp
Michigan
$386K +$418K +6,215 New
AWS
120
Atria Wealth Solutions
New York
$386K +$56.9K +846 +16%
GSEP
121
Golden State Equity Partners
California
$383K +$414K +6,159 New
FFA
122
First Foundation Advisors
California
$374K – – –
DWP
123
Destiny Wealth Partners
Florida
$366K – – –
Goldman Sachs
124
Goldman Sachs
New York
$364K – – –
RFN
125
Redwood Financial Network
Ohio
$363K +$143K +2,126 +57%
3 4
5
6 7

SMLF Hedge Fund Activity: Q1 2025 in Review

193 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q1 2025, worth a combined $1.44B — up 20% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SMLF positions and 19 closed out — a net gain of 12 holders — while 75 added to existing stakes and 55 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $250M. The largest seller was Sanctuary Advisors, exiting entirely with an estimated $11.9M sold.

  • 193 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q1 2025, up from 182 in Q4 2024.
  • Funds reported $1.44B of iShares US Small Cap Equity Factor ETF stock for Q1 2025, up 20% quarter-over-quarter.
  • 31 funds opened new iShares US Small Cap Equity Factor ETF positions in Q1 2025 and 19 closed out, a net change of +12 holders.
  • The largest iShares US Small Cap Equity Factor ETF buyer in Q1 2025 was Fidelity Investments, an estimated $250M added.
  • The largest iShares US Small Cap Equity Factor ETF seller in Q1 2025 was Sanctuary Advisors, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2025.