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iShares US Small Cap Equity Factor ETF
SMLF

193 hedge funds and large institutions have $1.44B invested in iShares US Small Cap Equity Factor ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

36% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 55

20% more capital invested

Capital invested by funds: $1.2B → $1.44B (+$244M)

6% more funds holding

Funds holding: 182 → 193 (+11)

0.71% more ownership

Funds ownership: 82.65% → 83.36% (+0.71%)

12% less funds holding in top 10

Funds holding in top 10: 17 → 15 (-2)

Holders
193
Holders Change
+11
Holders Change %
+6.04%
% of All Funds
2.59%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.2%
New
31
Increased
75
Reduced
55
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$250M
2
Ameriprise
Ameriprise
Minnesota
+$26.5M
3
FIA
Foundations Investment Advisors
Arizona
+$17.2M
4
Wells Fargo
Wells Fargo
California
+$17.2M
5
FIBT
First International Bank & Trust
North Dakota
+$12.9M

Top Sellers

1
SA
Sanctuary Advisors
Indiana
-$11.9M
2
GM
GeoWealth Management
Illinois
-$9.83M
3
LWMI
Landmark Wealth Management (Illinois)
Illinois
-$7.61M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.35M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
176
MGB Wealth Management
Texas
$13.4K – – –
MEG
177
Millstone Evans Group
Colorado
$13.2K – – –
HR
178
Howe & Rusling
New York
$11.5K -$1.88K -28 -13%
WWM
179
Wolff Wiese Magana
California
$11.2K – – –
HIA
180
HFM Investment Advisors
New Jersey
$10.4K +$11.3K +168 New
MFG
181
Mendota Financial Group
Wisconsin
$9.82K -$40.2K -598 -79%
IF
182
Integrity Financial
Wyoming
$8.83K +$9.55K +142 New
FWP
183
FAS Wealth Partners
Kansas
$5.57K +$6.05K +90 New
LFG
184
Larson Financial Group
Missouri
$5.47K +$5.92K +88 New
BC
185
Barrett & Company
Rhode Island
$4.48K – – –
IA
186
IFP Advisors
Florida
$4.41K – – –
PPA
187
Painted Porch Advisors
California
$4.04K +$4.37K +65 New
GWSG
188
GPS Wealth Strategies Group
Colorado
$3.6K +$3.9K +58 New
SS
189
Sunbelt Securities
Texas
$3.17K -$336 -5 -9%
RWA
190
Redmont Wealth Advisors
Illinois
$3.11K +$3.36K +50 New
AC
191
AlphaCore Capital
California
$2.96K +$3.23K +48 New
CAM
192
Costello Asset Management
Pennsylvania
$2.5K +$2.69K +40 New
LC
193
Lindbrook Capital
California
$1.48K +$1.61K +24 New
SA
194
Sanctuary Advisors
Indiana
– -$11.9M -166,599 Closed
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
– -$3.55M -52,553 Closed
BCWM
196
Ball & Co Wealth Management
Tennessee
– -$2.73M -40,659 Closed
BCM
197
Brookstone Capital Management
Illinois
– -$1.2M -17,712 Closed
FTUS
198
Flow Traders U.S.
New York
– -$880K -13,043 Closed
MGWM
199
Marks Group Wealth Management
Minnesota
– -$590K -8,734 Closed
Northern Trust
200
Northern Trust
Illinois
– -$339K -5,024 Closed
5 6 7
8
9

SMLF Hedge Fund Activity: Q1 2025 in Review

193 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q1 2025, worth a combined $1.44B — up 20% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SMLF positions and 19 closed out — a net gain of 12 holders — while 75 added to existing stakes and 55 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $250M. The largest seller was Sanctuary Advisors, exiting entirely with an estimated $11.9M sold.

  • 193 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q1 2025, up from 182 in Q4 2024.
  • Funds reported $1.44B of iShares US Small Cap Equity Factor ETF stock for Q1 2025, up 20% quarter-over-quarter.
  • 31 funds opened new iShares US Small Cap Equity Factor ETF positions in Q1 2025 and 19 closed out, a net change of +12 holders.
  • The largest iShares US Small Cap Equity Factor ETF buyer in Q1 2025 was Fidelity Investments, an estimated $250M added.
  • The largest iShares US Small Cap Equity Factor ETF seller in Q1 2025 was Sanctuary Advisors, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2025.