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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 %
APC
126
Aspire Private Capital
North Carolina
$22.8K 359 +1 +0.3%
BTI
127
Blue Trust Inc
Georgia
$17.8K 280 +280 New
VWM
128
Venturi Wealth Management
Texas
$16.4K 259 – –
MWM
129
MGB Wealth Management
Texas
$13.7K 216 – –
MIM
130
Macroview Investment Management
Maryland
$13.2K 207 – –
CWP
131
Concord Wealth Partners
Virginia
$12.4K 195 – –
AWM
132
Avior Wealth Management
Nebraska
$12.1K 191 +191 New
WWM
133
Wolff Wiese Magana
California
$11.4K 180 – –
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$8.46K 133 -567 -81%
PO
135
Private Ocean
California
$7.57K 119 – –
BC
136
Barrett & Company
Rhode Island
$4.58K 72 – –
CP
137
Castleview Partners
Texas
$4.26K 67 +67 New
SS
138
Sunbelt Securities
Texas
$3.56K 56 – –
CSB
139
City State Bank
Iowa
$2K 35 +35 New
NIC
140
Northwest Investment Counselors
Oregon
$572 9 +9 New
BIA
141
Bell Investment Advisors
California
$64 1 +1 New
DI
142
DAGCO Inc
Ohio
– – -39,210 Closed
Jane Street
143
Jane Street
New York
– – -30,310 Closed
FA
144
FDx Advisors
Illinois
– – -17,786 Closed
Two Sigma Investments
145
Two Sigma Investments
New York
– – -5,400 Closed
WDL
146
Well Done LLC
Michigan
– – -3,664 Closed
CWM
147
Cornerstone Wealth Management
Missouri
– – -3,565 Closed
OP
148
ORG Partners
Indiana
– – -1,496 Closed
HR
149
Howe & Rusling
New York
– – -809 Closed
AP
150
Arlington Partners
Alabama
– – -378 Closed
3 4 5
6
7