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iShares US Small Cap Equity Factor ETF

215 hedge funds and large institutions have $1.48B invested in iShares US Small Cap Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

62% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 53

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

11% more funds holding

Funds holding: 193215 (+22)

2% more capital invested

Capital invested by funds: $1.44B → $1.48B (+$35.5M)

1.68% less ownership

Funds ownership: 83.36%81.68% (-1.7%)

Holders
215
Holders Change
+22
Holders Change %
+11.4%
% of All Funds
2.83%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.22%
New
41
Increased
86
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PL
101
Plancorp LLC
Missouri
$891K -$160K -2,534 -16%
CAL
102
Capital Analysts LLC
Pennsylvania
$880K +$285K +4,506 +53%
VFPW
103
Vantage Financial Partners (Wisconsin)
Wisconsin
$828K +$79K +1,248 +11%
GC
104
Guidance Capital
Kentucky
$826K +$59.6K +942 +8%
LWMI
105
Landmark Wealth Management (Illinois)
Illinois
$823K -$891K -14,072 -54%
ALA
106
Atlas Legacy Advisors
California
$799K +$125K +1,981 +20%
ASN
107
Advisory Services Network
Georgia
$781K +$66.2K +1,046 +10%
FM
108
Foster & Motley
Ohio
$752K -$65.2K -1,030 -9%
GRP
109
Global Retirement Partners
California
$730K +$680K +10,750 New
AWP
110
Ascent Wealth Partners
New York
$724K
CFG
111
Citizens Financial Group
Rhode Island
$718K +$669K +10,571 New
GLA
112
Good Life Advisors
Pennsylvania
$705K -$8.1K -128 -1%
WT
113
Washington Trust
Rhode Island
$679K
FFA
114
Farther Finance Advisors
California
$667K +$173K +2,735 +39%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$656K +$274K +4,331 +81%
WWA
116
Wingate Wealth Advisors
Massachusetts
$650K -$102K -1,610 -14%
CAL
117
Capital Advisors Ltd
Ohio
$612K -$14.5K -229 -2%
PPC
118
Park Place Capital
Alabama
$607K +$560K +8,852 New
DAS
119
Diversify Advisory Services
Utah
$596K +$534K +8,442 New
QCM
120
QRG Capital Management
Illinois
$506K -$42.9K -678 -8%
SEIA
121
Signature Estate & Investment Advisors
California
$503K -$1.38M -21,846 -75%
WANY
122
Wealthspire Advisors (New York)
New York
$482K -$1.77K -28 -0.4%
Creative Planning
123
Creative Planning
Kansas
$473K +$441K +6,968 New
Mariner
124
Mariner
Kansas
$467K +$118K +1,872 +37%
OIA
125
OneDigital Investment Advisors
Kansas
$453K +$316 +5 +0.1%

SMLF Hedge Fund Activity: Q2 2025 in Review

215 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q2 2025, worth a combined $1.48B — up 2.5% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SMLF positions and 15 closed out — a net gain of 26 holders — while 86 added to existing stakes and 53 trimmed.

The largest buyer was Ameriprise, adding an estimated $26.7M. The largest seller was Fidelity Investments, cutting an estimated $226M.

  • 215 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q2 2025, up from 193 in Q1 2025.
  • Funds reported $1.48B of iShares US Small Cap Equity Factor ETF stock for Q2 2025, up 2.5% quarter-over-quarter.
  • 41 funds opened new iShares US Small Cap Equity Factor ETF positions in Q2 2025 and 15 closed out, a net change of +26 holders.
  • The largest iShares US Small Cap Equity Factor ETF buyer in Q2 2025 was Ameriprise, an estimated $26.7M added.
  • The largest iShares US Small Cap Equity Factor ETF seller in Q2 2025 was Fidelity Investments, an estimated $226M sold.

Based on aggregated 13F filings for Q2 2025.