iShares US Small Cap Equity Factor ETF
SMLF
63 hedge funds and large institutions have $417M invested in iShares US Small Cap Equity Factor ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
12% more capital invested
Capital invested by funds: $371M → $417M (+$45.5M)
11% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 19
6.59% more ownership
Funds ownership: 143.85% → 150.43% (+6.6%)
5% more funds holding
Funds holding: 60 → 63 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$14.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.6M |
| 3 |
SFS
Strategic Financial Services
Utica,
New York
|
+$7.44M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$2.93M |
| 5 |
ECG
Edge Capital Group
Atlanta,
Georgia
|
+$2.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$4.36M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.23M |
| 3 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
-$774K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$481K |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$235K |
SMLF Hedge Fund Activity: Q2 2019 in Review
63 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q2 2019, worth a combined $417M — up 12% from $371M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SMLF positions and 5 closed out — a net gain of 5 holders — while 21 added to existing stakes and 19 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $14.2M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $4.36M sold.
- 63 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q2 2019, up from 60 in Q1 2019.
- Funds reported $417M of iShares US Small Cap Equity Factor ETF stock for Q2 2019, up 12% quarter-over-quarter.
- 10 funds opened new iShares US Small Cap Equity Factor ETF positions in Q2 2019 and 5 closed out, a net change of +5 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q2 2019 was Mercer Global Advisors, an estimated $14.2M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q2 2019 was Lincoln National Corp, an estimated $4.36M sold.
Based on aggregated 13F filings for Q2 2019.