iShares US Small Cap Equity Factor ETF
SMLF
80 hedge funds and large institutions have $908M invested in iShares US Small Cap Equity Factor ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
73% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 22
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
3% more funds holding
Funds holding: 78 → 80 (+2)
14% less capital invested
Capital invested by funds: $1.05B → $908M (-$145M)
17.71% less ownership
Funds ownership: 104.67% → 86.96% (-18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$29.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.27M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$9.05M |
| 4 |
SFS
Strategic Financial Services
Utica,
New York
|
+$4.51M |
| 5 |
BlackRock
New York
|
+$4.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.93M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.44M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.42M |
| 4 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$1.27M |
| 5 |
BWCS
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
-$733K |
SMLF Hedge Fund Activity: Q3 2021 in Review
80 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q3 2021, worth a combined $908M — down 14% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SMLF positions and 5 closed out — a net gain of 5 holders — while 38 added to existing stakes and 22 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $29.1M. The largest seller was Goldman Sachs, cutting an estimated $1.93M.
- 80 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q3 2021, up from 78 in Q2 2021.
- Funds reported $908M of iShares US Small Cap Equity Factor ETF stock for Q3 2021, down 14% quarter-over-quarter.
- 10 funds opened new iShares US Small Cap Equity Factor ETF positions in Q3 2021 and 5 closed out, a net change of +5 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q3 2021 was Mercer Global Advisors, an estimated $29.1M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q3 2021 was Goldman Sachs, an estimated $1.93M sold.
Based on aggregated 13F filings for Q3 2021.