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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.

New
Increased
Maintained
Reduced
Closed

124,539% more capital inflows, than outflows

Capital inflows: $8.72M | Capital outflows: $7K

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

10.53% more ownership

Funds ownership: 14.9% → 25.44% (+11%)

9% more funds holding

Funds holding: 11 → 12 (+1)

Holders
12
Holders Change
+1
Holders Change %
+9.09%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.02M
2
Edge Advisors
Edge Advisors
Georgia
+$1.87M
3
UBS Group
UBS Group
Switzerland
+$1.77M
4
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
+$488K
5
Bank of America
Bank of America
North Carolina
+$361K

Top Sellers

Rank Fund Capital Flow
1
Geneos Wealth Management
Geneos Wealth Management
Colorado
-$7K

SMLF Hedge Fund Activity: Q1 2017 in Review

12 of the 4,035 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.