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iShares US Small Cap Equity Factor ETF
SMLF

193 hedge funds and large institutions have $1.44B invested in iShares US Small Cap Equity Factor ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

36% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 55

20% more capital invested

Capital invested by funds: $1.2B → $1.44B (+$244M)

6% more funds holding

Funds holding: 182 → 193 (+11)

0.71% more ownership

Funds ownership: 82.65% → 83.36% (+0.71%)

12% less funds holding in top 10

Funds holding in top 10: 17 → 15 (-2)

Holders
193
Holders Change
+11
Holders Change %
+6.04%
% of All Funds
2.59%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.2%
New
31
Increased
75
Reduced
55
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$250M
2
Ameriprise
Ameriprise
Minnesota
+$26.5M
3
FIA
Foundations Investment Advisors
Arizona
+$17.2M
4
Wells Fargo
Wells Fargo
California
+$17.2M
5
FIBT
First International Bank & Trust
North Dakota
+$12.9M

Top Sellers

1
SA
Sanctuary Advisors
Indiana
-$11.9M
2
GM
GeoWealth Management
Illinois
-$9.83M
3
LWMI
Landmark Wealth Management (Illinois)
Illinois
-$7.61M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.35M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
126
Channel Wealth
California
$361K +$62.4K +928 +19%
GSC
127
Ground Swell Capital
South Carolina
$342K +$370K +5,506 New
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$331K +$19.6K +291 +6%
PAS
129
Park Avenue Securities
New York
$329K -$35.2K -523 -9%
DT
130
Diversified Trust
Tennessee
$328K – – –
IAA
131
Independent Advisor Alliance
North Carolina
$325K +$352K +5,228 New
AWM
132
Apollon Wealth Management
South Carolina
$321K -$13.5K -200 -4%
WFAG
133
Wescott Financial Advisory Group
Pennsylvania
$314K -$189K -2,811 -36%
Mariner
134
Mariner
Kansas
$311K -$182K -2,712 -35%
BIG
135
Brookwood Investment Group
Arizona
$303K +$328K +4,881 New
APW
136
Aurora Private Wealth
New Jersey
$279K +$302K +4,490 New
EFA
137
Edge Financial Advisors
Illinois
$270K +$807 +12 +0.3%
ACA
138
Aptus Capital Advisors
Alabama
$258K -$83.9K -1,248 -23%
TP
139
Tranquility Partners
Tennessee
$244K -$14.3K -212 -5%
VW
140
Veridan Wealth
Oregon
$232K -$51.3K -762 -17%
HighTower Advisors
141
HighTower Advisors
Illinois
$222K +$30.9K +459 +15%
WFC
142
Western Financial Corp
California
$222K +$135 +2 +0.1%
BBHC
143
Brown Brothers Harriman & Co
New York
$222K -$1M -14,929 -81%
KPWM
144
KDK Private Wealth Management
Texas
$218K – – –
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$211K +$46K +684 +25%
AF
146
Advisornet Financial
Minnesota
$210K +$228K +3,385 New
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$209K – – –
CTA
148
Colonial Trust Advisors
South Carolina
$207K – – –
MW
149
Maia Wealth
Colorado
$207K +$239K +3,555 New
GS
150
GWN Securities
Florida
$201K +$218K +3,234 New
4 5
6
7 8

SMLF Hedge Fund Activity: Q1 2025 in Review

193 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q1 2025, worth a combined $1.44B — up 20% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SMLF positions and 19 closed out — a net gain of 12 holders — while 75 added to existing stakes and 55 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $250M. The largest seller was Sanctuary Advisors, exiting entirely with an estimated $11.9M sold.

  • 193 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q1 2025, up from 182 in Q4 2024.
  • Funds reported $1.44B of iShares US Small Cap Equity Factor ETF stock for Q1 2025, up 20% quarter-over-quarter.
  • 31 funds opened new iShares US Small Cap Equity Factor ETF positions in Q1 2025 and 19 closed out, a net change of +12 holders.
  • The largest iShares US Small Cap Equity Factor ETF buyer in Q1 2025 was Fidelity Investments, an estimated $250M added.
  • The largest iShares US Small Cap Equity Factor ETF seller in Q1 2025 was Sanctuary Advisors, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2025.