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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

181 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 37 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
181
Holders Change
+25
Holders Change %
+16.03%
% of All Funds
2.41%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
37
Increased
69
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$31.7M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$18.3M
3
FOR
3
Family Office Research
Maryland
$13.7M
4
IA
4
Integrity Alliance
Iowa
$12M
5
Wells Fargo
5
Wells Fargo
California
$110M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$0
2
SFS
2
Strategic Financial Services
New York
$241M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$13.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.1M
5
GM
5
GeoWealth Management
Illinois
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
126
Northern Trust
Illinois
$339K 5,024 – –
CW
127
Channel Wealth
California
$329K 4,872 +4,872 New
VFPW
128
Vantage Financial Partners (Wisconsin)
Wisconsin
$320K 4,735 +4,735 New
AWE
129
Avidian Wealth Enterprises
Texas
$312K 4,628 -362 -7%
VW
130
Veridan Wealth
Oregon
$312K 4,488 +4,488 New
EFA
131
Edge Financial Advisors
Illinois
$292K 4,326 -160 -4%
TP
132
Tranquility Partners
Tennessee
$279K 4,136 -1,151 -22%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$277K 4,100 +4,100 New
TC
134
TownSquare Capital
Utah
$261K 3,869 – –
RFN
135
Redwood Financial Network
Ohio
$251K 3,711 +617 +20%
WFC
136
Western Financial Corp
California
$241K 3,569 +80 +2%
KPWM
137
KDK Private Wealth Management
Texas
$236K 3,503 +3,503 New
CTA
138
Colonial Trust Advisors
South Carolina
$225K 3,333 – –
TFS
139
Thoroughbred Financial Services
Tennessee
$220K 3,266 +3,266 New
NW
140
NewEdge Wealth
Pennsylvania
$218K 3,235 – –
LIM
141
Leavell Investment Management
Alabama
$218K 3,230 +210 +7%
CB
142
Cadence Bank
Mississippi
$213K 3,160 – –
HighTower Advisors
143
HighTower Advisors
Illinois
$211K 3,120 +3,120 New
AWA
144
Arkadios Wealth Advisors
Georgia
$210K 3,113 +14 +0.5%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$209K 2,885 +2,885 New
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$183K 2,717 +44 +2%
AG
147
AmeriFlex Group
Nevada
$143K 2,024 +2,024 New
CAL
148
Capital Analysts LLC
Pennsylvania
$132K 1,954 +1,904 +3,808%
JWA
149
JFS Wealth Advisors
Pennsylvania
$125K 1,852 +1,852 New
SAM
150
S.A. Mason
Michigan
$98.9K 1,465 – –
4 5
6
7 8