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.
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)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
BNP Paribas Financial Markets
Paris,
France
| – | -$277K | -4,100 | Closed |
|
|
TC
202
TownSquare Capital
Provo,
Utah
| – | -$261K | -3,869 | Closed |
|
|
NW
203
NewEdge Wealth
Pittsburgh,
Pennsylvania
| – | -$218K | -3,235 | Closed |
|
|
LIM
204
Leavell Investment Management
Mobile,
Alabama
| – | -$218K | -3,230 | Closed |
|
|
CB
205
Cadence Bank
Tupelo,
Mississippi
| – | -$213K | -3,160 | Closed |
|
|
AWA
206
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$210K | -3,113 | Closed |
|
|
JWA
207
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$125K | -1,852 | Closed |
|
|
VWM
208
Venturi Wealth Management
Austin,
Texas
| – | -$27.4K | -407 | Closed |
|
209
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$20.5K | -304 | Closed |
|
|
AWM
210
Avior Wealth Management
Omaha,
Nebraska
| – | -$9.18K | -136 | Closed |
|
211
Citigroup
New York
| – | -$338 | -5 | Closed |
|
|
BIA
212
Bell Investment Advisors
Oakland,
California
| – | -$69 | -1 | Closed |
|
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.