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iShares US Small Cap Equity Factor ETF

215 hedge funds and large institutions have $1.48B invested in iShares US Small Cap Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

62% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 53

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

11% more funds holding

Funds holding: 193215 (+22)

2% more capital invested

Capital invested by funds: $1.44B → $1.48B (+$35.5M)

1.68% less ownership

Funds ownership: 83.36%81.68% (-1.7%)

Holders
215
Holders Change
+22
Holders Change %
+11.4%
% of All Funds
2.83%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.22%
New
41
Increased
86
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
126
Sigma Planning Corp
Michigan
$448K +$23.5K +372 +6%
AWE
127
Avidian Wealth Enterprises
Texas
$438K -$949 -15 -0.2%
EA
128
Ergawealth Advisors
Illinois
$436K -$37.3K -589 -8%
GSEP
129
Golden State Equity Partners
California
$427K +$8.17K +129 +2%
RF
130
RHS Financial
California
$424K +$395K +6,238 New
RFN
131
Redwood Financial Network
Ohio
$423K +$24.8K +392 +7%
FFA
132
First Foundation Advisors
California
$409K
PAS
133
Park Avenue Securities
New York
$405K +$42.3K +669 +13%
DWP
134
Destiny Wealth Partners
Florida
$400K
Goldman Sachs
135
Goldman Sachs
New York
$398K
DT
136
Diversified Trust
Tennessee
$358K
IAA
137
Independent Advisor Alliance
North Carolina
$355K
RWB
138
RMR Wealth Builders
New Jersey
$354K +$330K +5,212 New
CL
139
Choreo LLC
Illinois
$345K -$160K -2,532 -33%
AWM
140
Apollon Wealth Management
South Carolina
$342K -$7.79K -123 -2%
WFAG
141
Wescott Financial Advisory Group
Pennsylvania
$340K -$3.29K -52 -1%
APW
142
Aurora Private Wealth
New Jersey
$305K
CW
143
Channel Wealth
California
$299K -$88.4K -1,396 -24%
Comerica Bank
144
Comerica Bank
Texas
$297K +$128K +2,015 +86%
XPN
145
XY Planning Network
Montana
$294K +$274K +4,333 New
MWM
146
Mascagni Wealth Management
Mississippi
$293K -$589K -9,307 -68%
ACA
147
Aptus Capital Advisors
Alabama
$282K +$506 +8 +0.2%
Royal Bank of Canada
148
Royal Bank of Canada
Ontario, Canada
$278K -$4.07M -64,346 -94%
LIM
149
Leavell Investment Management
Alabama
$277K +$258K +4,080 New
TP
150
Tranquility Partners
Tennessee
$267K

SMLF Hedge Fund Activity: Q2 2025 in Review

215 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q2 2025, worth a combined $1.48B — up 2.5% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SMLF positions and 15 closed out — a net gain of 26 holders — while 86 added to existing stakes and 53 trimmed.

The largest buyer was Ameriprise, adding an estimated $26.7M. The largest seller was Fidelity Investments, cutting an estimated $226M.

  • 215 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q2 2025, up from 193 in Q1 2025.
  • Funds reported $1.48B of iShares US Small Cap Equity Factor ETF stock for Q2 2025, up 2.5% quarter-over-quarter.
  • 41 funds opened new iShares US Small Cap Equity Factor ETF positions in Q2 2025 and 15 closed out, a net change of +26 holders.
  • The largest iShares US Small Cap Equity Factor ETF buyer in Q2 2025 was Ameriprise, an estimated $26.7M added.
  • The largest iShares US Small Cap Equity Factor ETF seller in Q2 2025 was Fidelity Investments, an estimated $226M sold.

Based on aggregated 13F filings for Q2 2025.