iShares US Small Cap Equity Factor ETF
SMLF
78 hedge funds and large institutions have $1.05B invested in iShares US Small Cap Equity Factor ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
85% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 20
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
10% more funds holding
Funds holding: 71 → 78 (+7)
9% more capital invested
Capital invested by funds: $969M → $1.05B (+$84.6M)
1.25% more ownership
Funds ownership: 103.42% → 104.67% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.2M |
| 2 |
5L
55I LLC
Boston,
Massachusetts
|
+$7.97M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$4.95M |
| 4 |
SFS
Strategic Financial Services
Utica,
New York
|
+$4.61M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$4.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$3.12M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$2.72M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2M |
| 4 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$1.78M |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
-$953K |
SMLF Hedge Fund Activity: Q2 2021 in Review
78 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q2 2021, worth a combined $1.05B — up 8.7% from $969M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SMLF positions and 5 closed out — a net gain of 7 holders — while 37 added to existing stakes and 20 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $15.2M. The largest seller was BlackRock, cutting an estimated $3.12M.
- 78 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q2 2021, up from 71 in Q1 2021.
- Funds reported $1.05B of iShares US Small Cap Equity Factor ETF stock for Q2 2021, up 8.7% quarter-over-quarter.
- 12 funds opened new iShares US Small Cap Equity Factor ETF positions in Q2 2021 and 5 closed out, a net change of +7 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $15.2M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q2 2021 was BlackRock, an estimated $3.12M sold.
Based on aggregated 13F filings for Q2 2021.