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iShares US Small Cap Equity Factor ETF

30 hedge funds and large institutions have $64.1M invested in iShares US Small Cap Equity Factor ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

66% more capital invested

Capital invested by funds: $38.6M → $64.1M (+$25.6M)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

5.63% more ownership

Funds ownership: 43.84%49.47% (+5.6%)

3% more funds holding

Funds holding: 2930 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
13
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change

SMLF Hedge Fund Activity: Q2 2018 in Review

30 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q2 2018, worth a combined $64.1M — up 66% from $38.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SMLF positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 7 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $19.2M. The largest seller was Susquehanna International Group, cutting an estimated $897K.

  • 30 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q2 2018, up from 29 in Q1 2018.
  • Funds reported $64.1M of iShares US Small Cap Equity Factor ETF stock for Q2 2018, up 66% quarter-over-quarter.
  • 6 funds opened new iShares US Small Cap Equity Factor ETF positions in Q2 2018 and 4 closed out, a net change of +2 holders.
  • The largest iShares US Small Cap Equity Factor ETF buyer in Q2 2018 was Raymond James Financial Services Advisors, an estimated $19.2M added.
  • The largest iShares US Small Cap Equity Factor ETF seller in Q2 2018 was Susquehanna International Group, an estimated $897K sold.

Based on aggregated 13F filings for Q2 2018.