iShares US Small Cap Equity Factor ETF
SMLF
57 hedge funds and large institutions have $696M invested in iShares US Small Cap Equity Factor ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 9 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 18
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
9% more capital invested
Capital invested by funds: $640M → $696M (+$56M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.29% less ownership
Funds ownership: 115.82% → 113.53% (-2.3%)
3% less funds holding
Funds holding: 59 → 57 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$7.09M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.39M |
| 3 |
SFS
Strategic Financial Services
Utica,
New York
|
+$5.95M |
| 4 |
BlackRock
New York
|
+$5.49M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.38M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1.26M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$711K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$587K |
| 5 |
CPO
Cerity Partners OCIO
New York
|
-$343K |
SMLF Hedge Fund Activity: Q3 2020 in Review
57 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q3 2020, worth a combined $696M — up 8.7% from $640M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SMLF positions and 9 closed out — a net gain of 1 holder — while 23 added to existing stakes and 18 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $7.09M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.38M sold.
- 57 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q3 2020, down from 59 in Q2 2020.
- Funds reported $696M of iShares US Small Cap Equity Factor ETF stock for Q3 2020, up 8.7% quarter-over-quarter.
- 10 funds opened new iShares US Small Cap Equity Factor ETF positions in Q3 2020 and 9 closed out, a net change of +1 holder.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q3 2020 was Mercer Global Advisors, an estimated $7.09M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q3 2020 was Citadel Advisors, an estimated $2.38M sold.
Based on aggregated 13F filings for Q3 2020.