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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

95 hedge funds and large institutions have $1.21B invested in iShares US Small Cap Equity Factor ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
95
Holders Change
+15
Holders Change %
+18.75%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
18
Increased
44
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$196M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$250M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$233M
4
Wells Fargo
4
Wells Fargo
California
$31.8M
5
SFS
5
Strategic Financial Services
New York
$197M

Top Sellers

1
VWM
1
Venturi Wealth Management
Texas
$5.2M
2
TC
2
Trilogy Capital
California
$0
3
CPO
3
Cerity Partners OCIO
New York
$6.36M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
CTA
5
Colonial Trust Advisors
South Carolina
$579K
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$250M 4,367,926 +271,275 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$233M 4,069,720 +236,259 +6%
SFS
3
Strategic Financial Services
New York
$197M 3,446,932 +50,862 +1%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$196M 3,417,755 +3,417,755 New
BlackRock
5
BlackRock
New York
$45M 785,622 +47,234 +6%
IWC
6
Integrated Wealth Concepts
Massachusetts
$35.5M 620,710 +14,824 +2%
Wells Fargo
7
Wells Fargo
California
$31.8M 556,097 +71,204 +15%
CCA
8
Clearwater Capital Advisors
Illinois
$27.9M 487,626 +2,946 +0.6%
FIA
9
Foundations Investment Advisors
Arizona
$21M 371,968 -4,800 -1%
FMP
10
Financial Management Professionals
Texas
$19.4M 339,395 +13,470 +4%
5L
11
55I LLC
Massachusetts
$10.9M 189,818 +5,127 +3%
UBS Group
12
UBS Group
Switzerland
$10.9M 189,773 +5,600 +3%
PFM
13
Phillips Financial Management
Indiana
$10.7M 186,365 +2,943 +2%
MA
14
MUFG Americas
New York
$9.92M 173,254 +8,267 +5%
UWPG
15
Ullmann Wealth Partners Group
Florida
$7.51M 131,229 +13,976 +12%
AA
16
Addison Advisors
Vermont
$7.21M 125,972 +1,590 +1%
Bank of America
17
Bank of America
North Carolina
$6.8M 118,752 +2,371 +2%
UCFA
18
United Capital Financial Advisors
Texas
$6.42M 112,208 +4,286 +4%
CPO
19
Cerity Partners OCIO
New York
$6.36M 111,167 -8,758 -7%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
– – – –
VWM
21
Venturi Wealth Management
Texas
$5.2M 90,832 -60,868 -40%
MML Investors Services
22
MML Investors Services
Massachusetts
$4.68M 81,798 +8,983 +12%
AF
23
Allworth Financial
California
$4.37M 76,362 +10,027 +15%
WFA
24
Wade Financial Advisory
California
$4.24M 73,999 +1,209 +2%
Ameriprise
25
Ameriprise
Minnesota
$3.87M 67,593 -2,309 -3%
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