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iShares US Small Cap Equity Factor ETF

215 hedge funds and large institutions have $1.48B invested in iShares US Small Cap Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

62% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 53

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

11% more funds holding

Funds holding: 193215 (+22)

2% more capital invested

Capital invested by funds: $1.44B → $1.48B (+$35.5M)

1.68% less ownership

Funds ownership: 83.36%81.68% (-1.7%)

Holders
215
Holders Change
+22
Holders Change %
+11.4%
% of All Funds
2.83%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.22%
New
41
Increased
86
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
176
GPS Wealth Strategies Group
Colorado
$48.1K +$41.1K +650 +1,121%
FFA
177
Founders Financial Alliance
North Carolina
$47.6K +$127 +2 +0.3%
MCM
178
MAI Capital Management
Ohio
$40.9K -$886 -14 -2%
MAM
179
Morse Asset Management
Connecticut
$37.8K -$760 -12 -2%
SRCM
180
Signature Resources Capital Management
California
$37.2K
GWS
181
Glassman Wealth Services
Virginia
$33K
CFD
182
Creative Financial Designs
Indiana
$31.2K +$29.1K +459 New
SWP
183
Strategic Wealth Partners
Ohio
$28.9K +$27K +426 New
MWA
184
Medallion Wealth Advisors
Connecticut
$28.8K
AT
185
Arlington Trust
Alabama
$25.7K
AAS
186
Ameritas Advisory Services
Nebraska
$20.9K +$19.5K +308 New
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$18.7K +$17.4K +275 New
APW
188
Atlantic Private Wealth
North Carolina
$17K +$15.8K +250 New
OIA
189
Optimum Investment Advisors
Illinois
$17K
AWM
190
AE Wealth Management
Kansas
$16.1K +$1.01K +16 +7%
HIA
191
HFM Investment Advisors
New Jersey
$14.7K +$3.04K +48 +29%
MWM
192
MGB Wealth Management
Texas
$14.7K
MEG
193
Millstone Evans Group
Colorado
$14.4K
CTWM
194
Cherry Tree Wealth Management
Minnesota
$13.7K +$12.7K +201 New
HR
195
Howe & Rusling
New York
$12.6K
WWM
196
Wolff Wiese Magana
California
$12.2K
IF
197
Integrity Financial
Wyoming
$12K +$2.15K +34 +24%
MFG
198
Mendota Financial Group
Wisconsin
$10.7K
CA
199
CoreCap Advisors
Michigan
$10.7K +$9.94K +157 New
CWP
200
Concord Wealth Partners
Virginia
$8.29K -$20.1K -318 -72%

SMLF Hedge Fund Activity: Q2 2025 in Review

215 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q2 2025, worth a combined $1.48B — up 2.5% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SMLF positions and 15 closed out — a net gain of 26 holders — while 86 added to existing stakes and 53 trimmed.

The largest buyer was Ameriprise, adding an estimated $26.7M. The largest seller was Fidelity Investments, cutting an estimated $226M.

  • 215 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q2 2025, up from 193 in Q1 2025.
  • Funds reported $1.48B of iShares US Small Cap Equity Factor ETF stock for Q2 2025, up 2.5% quarter-over-quarter.
  • 41 funds opened new iShares US Small Cap Equity Factor ETF positions in Q2 2025 and 15 closed out, a net change of +26 holders.
  • The largest iShares US Small Cap Equity Factor ETF buyer in Q2 2025 was Ameriprise, an estimated $26.7M added.
  • The largest iShares US Small Cap Equity Factor ETF seller in Q2 2025 was Fidelity Investments, an estimated $226M sold.

Based on aggregated 13F filings for Q2 2025.