SMLF icon

iShares US Small Cap Equity Factor ETF

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.

Holders
90
Holders Change
-5
Holders Change %
-5.26%
% of All Funds
1.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
10
Increased
38
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$251M 4,597,472 +229,546 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$234M 4,285,128 +215,408 +5%
SFS
3
Strategic Financial Services
New York
$195M 3,579,498 +132,566 +4%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$107M 1,964,019 -1,453,736 -43%
Wells Fargo
5
Wells Fargo
California
$44.2M 809,941 +253,844 +46%
BlackRock
6
BlackRock
New York
$41.9M 767,342 -18,280 -2%
IWC
7
Integrated Wealth Concepts
Massachusetts
$30.4M 556,299 -64,411 -10%
CCA
8
Clearwater Capital Advisors
Illinois
$26.6M 487,990 +364 +0.1%
FMP
9
Financial Management Professionals
Texas
$20M 366,818 +27,423 +8%
FIA
10
Foundations Investment Advisors
Arizona
$12.4M 232,188 -139,780 -38%
Ameriprise
11
Ameriprise
Minnesota
$11.5M 210,912 +143,319 +212%
PFM
12
Phillips Financial Management
Indiana
$10.8M 197,150 +10,785 +6%
GFS
13
GYL Financial Synergies
Connecticut
$10.6M 195,151 +195,151 New
UBS Group
14
UBS Group
Switzerland
$10.1M 185,560 -4,213 -2%
UWPG
15
Ullmann Wealth Partners Group
Florida
$8.53M 156,236 +25,007 +19%
UCFA
16
United Capital Financial Advisors
Texas
$8.04M 147,387 +35,179 +31%
AA
17
Addison Advisors
Vermont
$7.18M 131,553 +5,581 +4%
Bank of America
18
Bank of America
North Carolina
$6.69M 122,579 +3,827 +3%
5L
19
55I LLC
Massachusetts
$6.28M 115,043 -74,775 -39%
CPO
20
Cerity Partners OCIO
New York
$6.22M 113,896 +2,729 +2%
MA
21
MUFG Americas
New York
$5.02M 92,017 -81,237 -47%
MML Investors Services
22
MML Investors Services
Massachusetts
$4.91M 89,932 +8,134 +10%
WFA
23
Wade Financial Advisory
California
$4.75M 87,019 +13,020 +18%
AF
24
Allworth Financial
California
$4.18M 76,554 +192 +0.3%
FAAM
25
First Ascent Asset Management
Colorado
$3.55M 64,966 +11,960 +23%