We are live on ! Find out more
SMLF icon

iShares US Small Cap Equity Factor ETF
SMLF

182 hedge funds and large institutions have $1.2B invested in iShares US Small Cap Equity Factor ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 9

57% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 44

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

17% more funds holding

Funds holding: 156 → 182 (+26)

12% more capital invested

Capital invested by funds: $1.07B → $1.2B (+$128M)

0.86% more ownership

Funds ownership: 81.79% → 82.65% (+0.86%)

Holders
182
Holders Change
+26
Holders Change %
+16.67%
% of All Funds
2.4%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.22%
New
38
Increased
69
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$32.5M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$17.8M
3
Wells Fargo
Wells Fargo
California
+$9.8M
4
ETC
Exchange Traded Concepts
Oklahoma
+$9.69M
5
JP Morgan Chase
JP Morgan Chase
New York
+$9.59M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$9.64M
2
SFS
Strategic Financial Services
New York
-$7.85M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$4.47M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.65M
5
GM
GeoWealth Management
Illinois
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
176
Wolff Wiese Magana
California
$12.2K – – –
AWM
177
Avior Wealth Management
Nebraska
$9.18K – – –
BC
178
Barrett & Company
Rhode Island
$4.86K – – –
IA
179
IFP Advisors
Florida
$4.78K +$69 +1 +1%
SS
180
Sunbelt Securities
Texas
$3.79K – – –
Citigroup
181
Citigroup
New York
$338 +$346 +5 New
BIA
182
Bell Investment Advisors
California
$69 – – –
WHG
183
Westwood Holdings Group
Texas
– -$9.64M -145,292 Closed
SPC
184
Sigma Planning Corp
Michigan
– -$411K -6,200 Closed
FAM
185
Frontier Asset Management
Wyoming
– -$247K -3,726 Closed
CIAS
186
CBIZ Investment Advisory Services
Ohio
– -$216K -3,250 Closed
SWM
187
Selective Wealth Management
Virginia
– -$203K -3,095 Closed
APC
188
Aspire Private Capital
North Carolina
– -$46K -693 Closed
MIM
189
Macroview Investment Management
Maryland
– -$13.7K -207 Closed
GWM
190
Geneos Wealth Management
Colorado
– -$3.65K -55 Closed
RWA
191
Redmont Wealth Advisors
Illinois
– -$3.32K -50 Closed
4 5 6 7
8

SMLF Hedge Fund Activity: Q4 2024 in Review

182 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q4 2024, worth a combined $1.2B — up 12% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SMLF positions and 9 closed out — a net gain of 29 holders — while 69 added to existing stakes and 44 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $32.5M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $9.64M sold.

  • 182 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q4 2024, up from 156 in Q3 2024.
  • Funds reported $1.2B of iShares US Small Cap Equity Factor ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 38 funds opened new iShares US Small Cap Equity Factor ETF positions in Q4 2024 and 9 closed out, a net change of +29 holders.
  • The largest iShares US Small Cap Equity Factor ETF buyer in Q4 2024 was Charles Schwab, an estimated $32.5M added.
  • The largest iShares US Small Cap Equity Factor ETF seller in Q4 2024 was Westwood Holdings Group, an estimated $9.64M sold.

Based on aggregated 13F filings for Q4 2024.