iShares US Small Cap Equity Factor ETF
SMLF
182 hedge funds and large institutions have $1.2B invested in iShares US Small Cap Equity Factor ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 9 closing their positions.
322% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 9
57% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 44
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
17% more funds holding
Funds holding: 156 → 182 (+26)
12% more capital invested
Capital invested by funds: $1.07B → $1.2B (+$128M)
0.86% more ownership
Funds ownership: 81.79% → 82.65% (+0.86%)
Top Buyers
| 1 |
Charles Schwab
San Francisco,
California
|
+$32.5M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$17.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$9.8M |
| 4 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$9.69M |
| 5 |
JP Morgan Chase
New York
|
+$9.59M |
Top Sellers
SMLF Hedge Fund Activity: Q4 2024 in Review
182 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q4 2024, worth a combined $1.2B — up 12% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SMLF positions and 9 closed out — a net gain of 29 holders — while 69 added to existing stakes and 44 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $32.5M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $9.64M sold.
- 182 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q4 2024, up from 156 in Q3 2024.
- Funds reported $1.2B of iShares US Small Cap Equity Factor ETF stock for Q4 2024, up 12% quarter-over-quarter.
- 38 funds opened new iShares US Small Cap Equity Factor ETF positions in Q4 2024 and 9 closed out, a net change of +29 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q4 2024 was Charles Schwab, an estimated $32.5M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q4 2024 was Westwood Holdings Group, an estimated $9.64M sold.
Based on aggregated 13F filings for Q4 2024.