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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
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$8.09K +$7.53K +119 New
AG
202
AmeriFlex Group
Nevada
$6.48K -$122K -1,928 -95%
AssetMark Inc
203
AssetMark Inc
California
$6.46K +$6.01K +95 New
Qube Research & Technologies (QRT)
204
Qube Research & Technologies (QRT)
United Kingdom
$5.16K +$4.81K +76 New
BC
205
Barrett & Company
Rhode Island
$4.89K
IA
206
IFP Advisors
Florida
$4.84K
PPA
207
Painted Porch Advisors
California
$4.42K
SS
208
Sunbelt Securities
Texas
$3.78K +$316 +5 +10%
RWA
209
Redmont Wealth Advisors
Illinois
$3.4K
GWM
210
Geneos Wealth Management
Colorado
$3.4K +$3.17K +50 New
AC
211
AlphaCore Capital
California
$3.24K
CAM
212
Costello Asset Management
Pennsylvania
$2.74K
PA
213
Parallel Advisors
California
$2.5K +$2.34K +37 New
HI
214
Harbour Investments
Wisconsin
$1.97K +$1.84K +29 New
SIS
215
Sound Income Strategies
Florida
$544 +$506 +8 New
SFS
216
Searcy Financial Services
Kansas
-$22.6M -362,787 Closed
SC
217
Sepio Capital
Utah
-$960K -15,441 Closed
FLPIM
218
F.L. Putnam Investment Management
Massachusetts
-$434K -6,982 Closed
AWS
219
Atria Wealth Solutions
New York
-$386K -6,203 Closed
GSC
220
Ground Swell Capital
South Carolina
-$342K -5,506 Closed
BIG
221
Brookwood Investment Group
Arizona
-$303K -4,881 Closed
EFA
222
Edge Financial Advisors
Illinois
-$270K -4,338 Closed
WFC
223
Western Financial Corp
California
-$222K -3,571 Closed
Thrivent Financial for Lutherans
224
Thrivent Financial for Lutherans
Minnesota
-$209K -2,885 Closed
BCWM
225
Bartlett & Co Wealth Management
Ohio
-$88.1K -1,418 Closed

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.