We are live on
!
Find out more
iShares US Small Cap Equity Factor ETF
SMLF
SMLF
156 hedge funds and large institutions have $1.07B invested in iShares US Small Cap Equity Factor ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 33 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
130% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 33
24% more capital invested
Capital invested by funds: $867M → $1.07B (+$206M)
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
6% more funds holding
Funds holding: 147 → 156 (+9)
0.4% more ownership
Funds ownership: 81.39% → 81.79% (+0.4%)
Holders
156
Holders Change
+9
Holders Change %
+6.12%
% of All Funds
2.24%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
18
Increased
76
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
SFS
Strategic Financial Services
Utica,
New York
|
-$5.65M |
| 2 |
BlackRock
New York
|
-$1.76M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$913K |
| 5 |
AA
Addison Advisors
Middlebury,
Vermont
|
-$518K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
151
Geneos Wealth Management
Englewood,
Colorado
| $3.65K | +$3.5K | +55 | New |
|
|
RWA
152
Redmont Wealth Advisors
Chicago,
Illinois
| $3.32K | -$1.27K | -20 | -29% |
|
|
CAL
153
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $3K | -$6.36K | -100 | -67% |
|
|
PS
154
Principal Securities
Des Moines,
Iowa
| $1.99K | +$1.91K | +30 | New |
|
|
BTI
155
Blue Trust Inc
Alpharetta,
Georgia
| $1.1K | -$16.7K | -262 | -94% |
|
|
BIA
156
Bell Investment Advisors
Oakland,
California
| $67 | – | – | – |
|
|
157
Citadel Advisors
Miami,
Florida
| – | -$913K | -14,922 | Closed |
|
|
PAS
158
Park Avenue Securities
New York
| – | -$297K | -4,844 | Closed |
|
|
IAIM
159
International Assets Investment Management
Orlando,
Florida
| – | -$174K | -2,850 | Closed |
|
160
Franklin Resources
San Mateo,
California
| – | -$133K | -2,174 | Closed |
|
|
OP
161
ORG Partners
Roanoke,
Indiana
| – | -$90.6K | -1,496 | Closed |
|
|
SC
162
SouthState Corp
Winter Haven,
Florida
| – | -$41.3K | -675 | Closed |
|
163
AssetMark Inc
Concord,
California
| – | -$4.84K | -79 | Closed |
|