iShares US Small Cap Equity Factor ETF
SMLF
41 hedge funds and large institutions have $85.4M invested in iShares US Small Cap Equity Factor ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 1 closing their positions.
1,300% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 1
280% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
37% more funds holding
Funds holding: 30 → 41 (+11)
33% more capital invested
Capital invested by funds: $64.1M → $85.4M (+$21.3M)
3.74% less ownership
Funds ownership: 49.47% → 45.72% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWS
Lucia Wealth Services
San Diego,
California
|
+$10.4M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.17M |
| 3 |
Jane Street
New York
|
+$3.05M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.76M |
| 5 |
TA
TMD & Associates
Scottsdale,
Arizona
|
+$620K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$377K |
| 2 |
BlackRock
New York
|
-$198K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$153K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$67.9K |
| 5 |
SMG
Smart Money Group
Eastland,
Texas
|
-$30.9K |
SMLF Hedge Fund Activity: Q3 2018 in Review
41 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q3 2018, worth a combined $85.4M — up 33% from $64.1M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SMLF positions and 1 closed out — a net gain of 13 holders — while 19 added to existing stakes and 5 trimmed.
The largest buyer was Lucia Wealth Services, opening a new position worth an estimated $10.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $377K sold.
- 41 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q3 2018, up from 30 in Q2 2018.
- Funds reported $85.4M of iShares US Small Cap Equity Factor ETF stock for Q3 2018, up 33% quarter-over-quarter.
- 14 funds opened new iShares US Small Cap Equity Factor ETF positions in Q3 2018 and 1 closed out, a net change of +13 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q3 2018 was Lucia Wealth Services, an estimated $10.4M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q3 2018 was Susquehanna International Group, an estimated $377K sold.
Based on aggregated 13F filings for Q3 2018.