iShares US Small Cap Equity Factor ETF
SMLF
147 hedge funds and large institutions have $867M invested in iShares US Small Cap Equity Factor ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 11 closing their positions.
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
44% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 39
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
4% more funds holding
Funds holding: 141 → 147 (+6)
3% more capital invested
Capital invested by funds: $838M → $867M (+$29M)
2.3% less ownership
Funds ownership: 83.69% → 81.39% (-2.3%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EFA
151
Edge Financial Advisors
Wheaton,
Illinois
| – | -$322K | -5,072 | Closed |
|
152
BNP Paribas Financial Markets
Paris,
France
| – | -$267K | -4,200 | Closed |
|
|
CB
153
Cadence Bank
Tupelo,
Mississippi
| – | -$201K | -3,160 | Closed |
|
|
ACA
154
American Capital Advisory
Ketchum,
Idaho
| – | -$125K | -2,448 | Closed |
|
155
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$51.3K | -812 | Closed |
|
|
CP
156
Castleview Partners
Dallas,
Texas
| – | -$4.26K | -67 | Closed |
|
|
CSB
157
City State Bank
Norwalk,
Iowa
| – | -$2K | -35 | Closed |
|
|
NIC
158
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$572 | -9 | Closed |
|
SMLF Hedge Fund Activity: Q2 2024 in Review
147 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q2 2024, worth a combined $867M — up 3.5% from $838M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SMLF positions and 11 closed out — a net gain of 8 holders — while 56 added to existing stakes and 39 trimmed.
The largest buyer was Valmark Advisers, opening a new position worth an estimated $22.2M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $21.8M.
- 147 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q2 2024, up from 141 in Q1 2024.
- Funds reported $867M of iShares US Small Cap Equity Factor ETF stock for Q2 2024, up 3.5% quarter-over-quarter.
- 19 funds opened new iShares US Small Cap Equity Factor ETF positions in Q2 2024 and 11 closed out, a net change of +8 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q2 2024 was Valmark Advisers, an estimated $22.2M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q2 2024 was Carson Wealth (CWM LLC), an estimated $21.8M sold.
Based on aggregated 13F filings for Q2 2024.