iShares US Small Cap Equity Factor ETF
SMLF
71 hedge funds and large institutions have $969M invested in iShares US Small Cap Equity Factor ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
63% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 19
17% more capital invested
Capital invested by funds: $832M → $969M (+$137M)
8% more funds holding
Funds holding: 66 → 71 (+5)
17.08% less ownership
Funds ownership: 120.5% → 103.42% (-17%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$8.18M |
| 2 |
BlackRock
New York
|
+$7.79M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$6.79M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$5.83M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$1.82M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$1.38M |
| 3 |
Jane Street
New York
|
-$1.18M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$858K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$730K |
SMLF Hedge Fund Activity: Q1 2021 in Review
71 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q1 2021, worth a combined $969M — up 17% from $832M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SMLF positions and 8 closed out — a net gain of 6 holders — while 31 added to existing stakes and 19 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $8.18M. The largest seller was Clearwater Capital Advisors, cutting an estimated $1.82M.
- 71 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q1 2021, up from 66 in Q4 2020.
- Funds reported $969M of iShares US Small Cap Equity Factor ETF stock for Q1 2021, up 17% quarter-over-quarter.
- 14 funds opened new iShares US Small Cap Equity Factor ETF positions in Q1 2021 and 8 closed out, a net change of +6 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q1 2021 was Foundations Investment Advisors, an estimated $8.18M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q1 2021 was Clearwater Capital Advisors, an estimated $1.82M sold.
Based on aggregated 13F filings for Q1 2021.