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iShares US Small Cap Equity Factor ETF
SMLF

299 hedge funds and large institutions have $3.12B invested in iShares US Small Cap Equity Factor ETF in 2026 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 122 increasing their positions, 90 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 12

36% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 90

14% more capital invested

Capital invested by funds: $2.74B → $3.12B (+$379M)

11% more funds holding

Funds holding: 269 → 299 (+30)

5% less funds holding in top 10

Funds holding in top 10: 22 → 21 (-1)

9.03% less ownership

Funds ownership: 83.78% → 74.74% (-9%)

Holders
299
Holders Change
+30
Holders Change %
+11.15%
% of All Funds
3.61%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.25%
New
48
Increased
122
Reduced
90
Closed
12
Calls
$544K
Puts
–
Net Calls
+$544K
Net Calls Change
+$401K

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$55.1M
2
Bank of America
Bank of America
North Carolina
+$35.5M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$33M
4
Ameriprise
Ameriprise
Minnesota
+$15.8M
5
Osaic Holdings
Osaic Holdings
Arizona
+$14.4M

Top Sellers

Rank Fund Capital Flow
1
SL
Systelligence LLC
Minnesota
-$16.4M
2
ACM
Advance Capital Management
Michigan
-$5.78M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.14M
4
VA
Valmark Advisers
Ohio
-$4.49M
5
FMP
Financial Management Professionals
Texas
-$4.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
101
Harbor Asset Planning
Massachusetts
$3.01M -$38.2K -458 -1%
PFM
102
Phillips Financial Management
Indiana
$2.99M -$318K -3,816 -10%
MWM
103
MY Wealth Management
Maryland
$2.86M +$2.67M +32,074 New
MA
104
Montag & Associates
Georgia
$2.63M – – –
PS
105
Principal Securities
Iowa
$2.57M -$105K -1,254 -4%
ECA
106
Elevate Capital Advisors
Colorado
$2.57M -$56.2K -674 -2%
BWS
107
BFI Wealth Solutions
Texas
$2.49M -$4.59K -55 -0.2%
ASN
108
Advisory Services Network
Georgia
$2.43M +$190K +2,275 +9%
BFF
109
Byrne Financial Freedom
Massachusetts
$2.28M +$1.1M +13,221 +107%
CWP
110
Cyndeo Wealth Partners
Florida
$2.2M +$119K +1,427 +6%
EAM
111
Empirical Asset Management
Massachusetts
$2.14M +$44.2K +530 +2%
FAM
112
Frontier Asset Management
Wyoming
$2.13M +$4.75K +57 +0.2%
GC
113
Guidance Capital
Kentucky
$2.11M +$118K +1,409 +6%
DAS
114
Diversify Advisory Services
Utah
$2.1M +$2.03M +24,306 New
DWM
115
Diversify Wealth Management
Utah
$2.1M +$2.03M +24,306 New
PCA
116
Pallas Capital Advisors
Massachusetts
$2.02M +$14.2K +170 +0.8%
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$1.99M +$1.33M +15,925 +250%
MWM
118
Meridian Wealth Management
Kentucky
$1.97M -$146K -1,754 -7%
RRA
119
Red Reef Advisors
Florida
$1.94M -$7.26K -87 -0.4%
WBG
120
Wharton Business Group
Pennsylvania
$1.93M – – –
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$1.91M +$61.5K +738 +4%
WPC
122
Wedmont Private Capital
Pennsylvania
$1.85M – – –
US Bancorp
123
US Bancorp
Minnesota
$1.85M -$45.3K -543 -3%
LSIA
124
LaSalle St. Investment Advisors
Illinois
$1.81M -$17.2K -206 -1%
IW
125
Integrated Wealthcare
North Carolina
$1.79M +$33.5K +402 +2%
3 4
5
6 7

SMLF Hedge Fund Activity: Q2 2026 in Review

299 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q2 2026, worth a combined $3.12B — up 14% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SMLF positions and 12 closed out — a net gain of 36 holders — while 122 added to existing stakes and 90 trimmed.

The largest buyer was Charles Schwab, adding an estimated $55.1M. The largest seller was Systelligence LLC, exiting entirely with an estimated $16.4M sold.

  • 299 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q2 2026, up from 269 in Q1 2026.
  • Funds reported $3.12B of iShares US Small Cap Equity Factor ETF stock for Q2 2026, up 14% quarter-over-quarter.
  • 48 funds opened new iShares US Small Cap Equity Factor ETF positions in Q2 2026 and 12 closed out, a net change of +36 holders.
  • The largest iShares US Small Cap Equity Factor ETF buyer in Q2 2026 was Charles Schwab, an estimated $55.1M added.
  • The largest iShares US Small Cap Equity Factor ETF seller in Q2 2026 was Systelligence LLC, an estimated $16.4M sold.

Based on aggregated 13F filings for Q2 2026.