iShares US Small Cap Equity Factor ETF
SMLF
12 hedge funds and large institutions have $10.8M invested in iShares US Small Cap Equity Factor ETF in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
71% more capital invested
Capital invested by funds: $6.33M → $10.8M (+$4.5M)
9% more funds holding
Funds holding: 11 → 12 (+1)
0.11% less ownership
Funds ownership: 25.55% → 25.44% (-0.11%)
Top Buyers
| 1 |
BlackRock
New York
|
+$4.02M |
| 2 |
EA
Edge Advisors
Atlanta,
Georgia
|
+$1.87M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.77M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$488K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$361K |
Top Sellers
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $4M | +$4.02M | +112,632 | New |
|
|
EA
2
Edge Advisors
Atlanta,
Georgia
| $1.86M | +$1.87M | +52,328 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $1.8M | +$1.77M | +49,734 | +5,371% |
|
4
Brown Advisory
Baltimore,
Maryland
| $737K | – | – | – |
|
|
WDL
5
Well Done LLC
Holland,
Michigan
| $664K | – | – | – |
|
6
LPL Financial
San Diego,
California
| $623K | +$194K | +5,449 | +44% |
|
|
7
Bank of America
Charlotte,
North Carolina
| $556K | +$361K | +10,113 | +182% |
|
|
SWP
8
Stratos Wealth Partners
Beachwood,
Ohio
| $486K | +$488K | +13,679 | New |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $76K | +$14.3K | +400 | +23% |
|
|
WA
10
Winfield Associates
Cleveland,
Ohio
| $20K | +$2.68K | +75 | +15% |
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | – | – | – |
|
|
RWG
12
Regal Wealth Group
Seal Beach,
California
| $5K | +$5K | +140 | New |
|
|
GWM
13
Geneos Wealth Management
Englewood,
Colorado
| – | -$7K | -200 | Closed |
|
SMLF Hedge Fund Activity: Q1 2017 in Review
12 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q1 2017, worth a combined $10.8M — up 71% from $6.33M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SMLF positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 0 trimmed.
The largest buyer was BlackRock, opening a new position worth an estimated $4.02M. The largest seller was Geneos Wealth Management, exiting entirely with an estimated $7K sold.
- 12 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q1 2017, up from 11 in Q4 2016.
- Funds reported $10.8M of iShares US Small Cap Equity Factor ETF stock for Q1 2017, up 71% quarter-over-quarter.
- 4 funds opened new iShares US Small Cap Equity Factor ETF positions in Q1 2017 and 1 closed out, a net change of +3 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q1 2017 was BlackRock, an estimated $4.02M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q1 2017 was Geneos Wealth Management, an estimated $7K sold.
Based on aggregated 13F filings for Q1 2017.