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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

58 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, 24 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
24
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$122M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$119M
3
SFS
3
Strategic Financial Services
New York
$110M
4
BlackRock
4
BlackRock
New York
$14.3M
5
Wells Fargo
5
Wells Fargo
California
$10.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
GM
2
GeoWealth Management
Illinois
$0
3
FMP
3
Financial Management Professionals
Texas
$8.35M
4
Ameriprise
4
Ameriprise
Minnesota
$8.51M
5
CPO
5
Cerity Partners OCIO
New York
$5.45M
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
$122M 3,281,256 +189,376 +6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$119M 3,183,147 +170,623 +6%
SFS
4
Strategic Financial Services
New York
$110M 2,955,830 +158,819 +6%
IWC
5
Integrated Wealth Concepts
Massachusetts
$22.8M 612,104 +44,932 +8%
CCA
6
Clearwater Capital Advisors
Illinois
$19.4M 519,364 +9,191 +2%
BlackRock
7
BlackRock
New York
$14.3M 383,377 +146,651 +62%
Wells Fargo
8
Wells Fargo
California
$10.8M 289,851 +69,927 +32%
UBS Group
9
UBS Group
Switzerland
$8.57M 230,032 +69,583 +43%
Ameriprise
10
Ameriprise
Minnesota
$8.51M 228,394 -15,680 -6%
FMP
11
Financial Management Professionals
Texas
$8.35M 224,113 -18,979 -8%
CPO
12
Cerity Partners OCIO
New York
$5.45M 146,088 -9,150 -6%
MA
13
MUFG Americas
New York
$5.14M 137,946 +38,804 +39%
PFM
14
Phillips Financial Management
Indiana
$4.82M 129,283 +2,735 +2%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
– – – –
FIA
16
Foundations Investment Advisors
Arizona
$3.68M 96,758 +40,894 +73%
CIAS
17
CBIZ Investment Advisory Services
Ohio
– – – –
UCFA
18
United Capital Financial Advisors
Texas
$2.46M 65,945 -1,367 -2%
BWCS
19
Beirne Wealth Consulting Services
Connecticut
$2.27M 60,926 +2,043 +3%
UWPG
20
Ullmann Wealth Partners Group
Florida
$1.99M 53,426 +29,555 +124%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.85M 49,649 -235 -0.5%
TC
22
Trilogy Capital
California
$1.6M 42,947 -4,423 -9%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.32M 35,339 +35,339 New
LPL Financial
24
LPL Financial
California
$1.22M 32,688 -5,059 -13%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.18M 31,541 +31,541 New
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