SMLF icon

iShares US Small Cap Equity Factor ETF

214 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
Holders
214
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$28.6M
2 +$22.6M
3 +$22.3M
4
Wells Fargo
Wells Fargo
California
+$13.2M
5
Bank of America
Bank of America
North Carolina
+$12.5M

Top Sellers

1 -$243M
2 -$22.6M
3 -$8.17M
4
Jane Street
Jane Street
New York
-$7.15M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
126
Sigma Planning Corp
Michigan
$448K
AWE
127
Avidian Wealth Enterprises
Texas
$438K
EA
128
Ergawealth Advisors
Illinois
$436K
GSEP
129
Golden State Equity Partners
California
$427K
RF
130
RHS Financial
California
$424K
RFN
131
Redwood Financial Network
Ohio
$423K
FFA
132
First Foundation Advisors
California
$409K
PAS
133
Park Avenue Securities
New York
$405K
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
CL
139
Choreo LLC
Illinois
$345K
AWM
140
Apollon Wealth Management
South Carolina
$342K
WFAG
141
Wescott Financial Advisory Group
Pennsylvania
$340K
APW
142
Aurora Private Wealth
New Jersey
$305K
CW
143
Channel Wealth
California
$299K
Comerica Bank
144
Comerica Bank
Texas
$297K
XPN
145
XY Planning Network
Montana
$294K
MWM
146
Mascagni Wealth Management
Mississippi
$293K
ACA
147
Aptus Capital Advisors
Alabama
$282K
Royal Bank of Canada
148
Royal Bank of Canada
Ontario, Canada
$278K
LIM
149
Leavell Investment Management
Alabama
$277K
TP
150
Tranquility Partners
Tennessee
$267K