iShares US Small Cap Equity Factor ETF
SMLF
59 hedge funds and large institutions have $640M invested in iShares US Small Cap Equity Factor ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 17 closing their positions.
34% more capital invested
Capital invested by funds: $477M → $640M (+$164M)
5% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 20
8% less funds holding
Funds holding: 64 → 59 (-5)
29% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 17
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
34.44% less ownership
Funds ownership: 150.26% → 115.82% (-34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$32.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$32.1M |
| 3 |
SFS
Strategic Financial Services
Utica,
New York
|
+$17.7M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$11.3M |
| 5 |
BlackRock
New York
|
+$6.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.59M |
| 2 |
LWS
Lucia Wealth Services
San Diego,
California
|
-$2.43M |
| 3 |
HB
Homrich & Berg
Atlanta,
Georgia
|
-$1.46M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$823K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$810K |
SMLF Hedge Fund Activity: Q2 2020 in Review
59 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q2 2020, worth a combined $640M — up 34% from $477M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of SMLF and 12 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 19 added.
The largest buyer was Mercer Global Advisors, adding an estimated $32.6M. The largest seller was Wells Fargo, cutting an estimated $2.59M.
- 59 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q2 2020, down from 64 in Q1 2020.
- Funds reported $640M of iShares US Small Cap Equity Factor ETF stock for Q2 2020, up 34% quarter-over-quarter.
- 12 funds opened new iShares US Small Cap Equity Factor ETF positions in Q2 2020 and 17 closed out, a net change of -5 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q2 2020 was Mercer Global Advisors, an estimated $32.6M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q2 2020 was Wells Fargo, an estimated $2.59M sold.
Based on aggregated 13F filings for Q2 2020.