iShares US Small Cap Equity Factor ETF
SMLF
141 hedge funds and large institutions have $838M invested in iShares US Small Cap Equity Factor ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 11 closing their positions.
173% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 11
18% more capital invested
Capital invested by funds: $710M → $838M (+$128M)
15% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 40
15% more funds holding
Funds holding: 123 → 141 (+18)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
0.05% less ownership
Funds ownership: 83.74% → 83.69% (-0.05%)
Top Buyers
| 1 |
PCFFS
Pacific Center for Financial Services
San Ramon,
California
|
+$22.6M |
| 2 |
RWM
Reston Wealth Management
Reston,
Virginia
|
+$13.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.73M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$7.57M |
| 5 |
LPL Financial
San Diego,
California
|
+$7.44M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$3.23M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$2.74M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$2.68M |
| 4 |
DI
DAGCO Inc
Westlake,
Ohio
|
-$2.31M |
| 5 |
Jane Street
New York
|
-$1.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Simplex Trading
Chicago,
Illinois
| – | -$3K | -61 | Closed |
|
152
Citigroup
New York
| – | -$118 | -2 | Closed |
|
SMLF Hedge Fund Activity: Q1 2024 in Review
141 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q1 2024, worth a combined $838M — up 18% from $710M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SMLF positions and 11 closed out — a net gain of 19 holders — while 46 added to existing stakes and 40 trimmed.
The largest buyer was Pacific Center for Financial Services, opening a new position worth an estimated $22.6M. The largest seller was Goldman Sachs, cutting an estimated $3.23M.
- 141 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q1 2024, up from 123 in Q4 2023.
- Funds reported $838M of iShares US Small Cap Equity Factor ETF stock for Q1 2024, up 18% quarter-over-quarter.
- 30 funds opened new iShares US Small Cap Equity Factor ETF positions in Q1 2024 and 11 closed out, a net change of +19 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q1 2024 was Pacific Center for Financial Services, an estimated $22.6M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q1 2024 was Goldman Sachs, an estimated $3.23M sold.
Based on aggregated 13F filings for Q1 2024.