iShares US Small Cap Equity Factor ETF
SMLF
29 hedge funds and large institutions have $38.6M invested in iShares US Small Cap Equity Factor ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
20% more capital invested
Capital invested by funds: $32.1M → $38.6M (+$6.49M)
16% more funds holding
Funds holding: 25 → 29 (+4)
1.16% more ownership
Funds ownership: 42.67% → 43.84% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.67M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.78M |
| 3 |
TA
TMD & Associates
Scottsdale,
Arizona
|
+$863K |
| 4 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
+$410K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$353K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$481K |
| 2 |
SMG
Smart Money Group
Eastland,
Texas
|
-$271K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$242K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$103K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$91.9K |
SMLF Hedge Fund Activity: Q1 2018 in Review
29 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q1 2018, worth a combined $38.6M — up 20% from $32.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SMLF positions and 2 closed out — a net gain of 4 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Bank of America, adding an estimated $2.67M. The largest seller was BlackRock, cutting an estimated $481K.
- 29 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q1 2018, up from 25 in Q4 2017.
- Funds reported $38.6M of iShares US Small Cap Equity Factor ETF stock for Q1 2018, up 20% quarter-over-quarter.
- 6 funds opened new iShares US Small Cap Equity Factor ETF positions in Q1 2018 and 2 closed out, a net change of +4 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q1 2018 was Bank of America, an estimated $2.67M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q1 2018 was BlackRock, an estimated $481K sold.
Based on aggregated 13F filings for Q1 2018.