iShares US Small Cap Equity Factor ETF
SMLF
90 hedge funds and large institutions have $1.12B invested in iShares US Small Cap Equity Factor ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 12 closing their positions.
46% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 26
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
1.57% more ownership
Funds ownership: 106.93% → 108.5% (+1.6%)
5% less funds holding
Funds holding: 95 → 90 (-5)
8% less capital invested
Capital invested by funds: $1.21B → $1.12B (-$93.6M)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$13.8M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$12.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.7M |
| 4 |
GFS
GYL Financial Synergies
West Hartford,
Connecticut
|
+$10.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$78.9M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$7.59M |
| 3 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$4.72M |
| 4 |
MA
MUFG Americas
New York
|
-$4.41M |
| 5 |
5L
55I LLC
Boston,
Massachusetts
|
-$4.06M |
SMLF Hedge Fund Activity: Q1 2022 in Review
90 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q1 2022, worth a combined $1.12B — down 7.7% from $1.21B a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of SMLF and 10 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 38 added.
The largest buyer was Wells Fargo, adding an estimated $13.8M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $78.9M.
- 90 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q1 2022, down from 95 in Q4 2021.
- Funds reported $1.12B of iShares US Small Cap Equity Factor ETF stock for Q1 2022, down 7.7% quarter-over-quarter.
- 10 funds opened new iShares US Small Cap Equity Factor ETF positions in Q1 2022 and 12 closed out, a net change of -2 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q1 2022 was Wells Fargo, an estimated $13.8M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q1 2022 was Carson Wealth (CWM LLC), an estimated $78.9M sold.
Based on aggregated 13F filings for Q1 2022.