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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

68 hedge funds and large institutions have $509M invested in iShares US Small Cap Equity Factor ETF in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
26
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$72.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$70.8M
3
SFS
3
Strategic Financial Services
New York
$63M
4
AG
4
Advisor Group
Arizona
$7.21M
5
MA
5
MUFG Americas
New York
$4.15M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$6.17M
2
RJA
2
Raymond James & Associates
Florida
$0
3
LWS
3
Lucia Wealth Services
California
$7.96M
4
CWM
4
Cornerstone Wealth Management
Missouri
$743K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$266K
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$197M 3,587,331 – –
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$72.1M 1,680,429 +349,484 +26%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$70.8M 1,650,152 +338,788 +26%
SFS
4
Strategic Financial Services
New York
$63M 1,468,514 +172,397 +13%
Wells Fargo
5
Wells Fargo
California
$10.6M 247,844 +18,717 +8%
LWS
6
Lucia Wealth Services
California
$7.96M 185,567 -41,278 -18%
AG
7
Advisor Group
Arizona
$7.21M 167,939 +105,682 +170%
IWC
8
Integrated Wealth Concepts
Massachusetts
$6.17M 143,866 -77,786 -35%
UBS Group
9
UBS Group
Switzerland
$4.43M 103,192 +5,800 +6%
Ameriprise
10
Ameriprise
Minnesota
$4.39M 102,197 +35,830 +54%
PFM
11
Phillips Financial Management
Indiana
$4.28M 99,760 +15,221 +18%
MA
12
MUFG Americas
New York
$4.15M 96,810 +84,965 +717%
CPO
13
Cerity Partners OCIO
New York
$3.97M 93,252 +1,561 +2%
CCA
14
Clearwater Capital Advisors
Illinois
$3.94M 91,798 +12,153 +15%
BWCS
15
Beirne Wealth Consulting Services
Connecticut
$3.9M 90,882 +29,136 +47%
UCFA
16
United Capital Financial Advisors
Texas
$3.16M 73,642 +1,203 +2%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
– – – –
Jane Street
18
Jane Street
New York
$2.88M 67,049 +55,280 +470%
Bank of America
19
Bank of America
North Carolina
$2.4M 55,995 -3,171 -5%
HB
20
Homrich & Berg
Georgia
$2.16M 50,440 +50,440 New
TC
21
Trilogy Capital
California
$2.07M 48,655 -1,505 -3%
CIAS
22
CBIZ Investment Advisory Services
Ohio
– – – –
LPL Financial
23
LPL Financial
California
$2.01M 46,896 +2,164 +5%
BlackRock
24
BlackRock
New York
$1.54M 35,906 +459 +1%
SWMG
25
Strategic Wealth Management Group
Maryland
$1.48M 34,447 -608 -2%
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