iShares US Small Cap Equity Factor ETF
SMLF
66 hedge funds and large institutions have $832M invested in iShares US Small Cap Equity Factor ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
19% more capital invested
Capital invested by funds: $696M → $832M (+$135M)
16% more funds holding
Funds holding: 57 → 66 (+9)
6.97% more ownership
Funds ownership: 113.53% → 120.5% (+7%)
5% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$7.63M |
| 2 |
SFS
Strategic Financial Services
Utica,
New York
|
+$6.91M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$5.76M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$5.09M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.17M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$5.79M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.5M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.21M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$992K |
SMLF Hedge Fund Activity: Q4 2020 in Review
66 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q4 2020, worth a combined $832M — up 19% from $696M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SMLF positions and 5 closed out — a net gain of 10 holders — while 21 added to existing stakes and 20 trimmed.
The largest buyer was BlackRock, adding an estimated $7.63M. The largest seller was Ameriprise, cutting an estimated $9.17M.
- 66 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q4 2020, up from 57 in Q3 2020.
- Funds reported $832M of iShares US Small Cap Equity Factor ETF stock for Q4 2020, up 19% quarter-over-quarter.
- 15 funds opened new iShares US Small Cap Equity Factor ETF positions in Q4 2020 and 5 closed out, a net change of +10 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q4 2020 was BlackRock, an estimated $7.63M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q4 2020 was Ameriprise, an estimated $9.17M sold.
Based on aggregated 13F filings for Q4 2020.