iShares US Small Cap Equity Factor ETF
SMLF
90 hedge funds and large institutions have $986M invested in iShares US Small Cap Equity Factor ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 13 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 27
1% more ownership
Funds ownership: 108.5% → 109.5% (+1%)
0% more funds holding
Funds holding: 90 → 90 (0)
0% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 13
12% less capital invested
Capital invested by funds: $1.12B → $986M (-$132M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$10.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$9.81M |
| 4 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
+$6.71M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.95M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$6M |
| 3 |
BlackRock
New York
|
-$5.74M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$4.36M |
| 5 |
5L
55I LLC
Boston,
Massachusetts
|
-$3.33M |
SMLF Hedge Fund Activity: Q2 2022 in Review
90 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q2 2022, worth a combined $986M — down 12% from $1.12B a quarter earlier.
Fund positioning in SMLF was balanced in Q2 2022: 13 funds opened new positions, 13 closed out, 36 added to existing stakes and 27 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $10.5M. The largest seller was Ameriprise, cutting an estimated $6.95M.
- 90 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $986M of iShares US Small Cap Equity Factor ETF stock for Q2 2022, down 12% quarter-over-quarter.
- 13 funds opened new iShares US Small Cap Equity Factor ETF positions in Q2 2022 and 13 closed out, a net change of 0 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q2 2022 was Mercer Global Advisors, an estimated $10.5M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q2 2022 was Ameriprise, an estimated $6.95M sold.
Based on aggregated 13F filings for Q2 2022.