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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

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.

Holders
90
Holders Change
–
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
13
Increased
36
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$225M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$210M
3
Wells Fargo
3
Wells Fargo
California
$47M
4
PPW
4
Pasadena Private Wealth
California
$6.16M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.36M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$3.51M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$86.6M
3
BlackRock
3
BlackRock
New York
$30.7M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$216K
5
5L
5
55I LLC
Massachusetts
$2.34M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$225M 4,803,846 +206,374 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$210M 4,487,760 +202,632 +5%
SFS
3
Strategic Financial Services
New York
$171M 3,653,428 +73,930 +2%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$86.6M 1,846,550 -117,469 -6%
Wells Fargo
5
Wells Fargo
California
$47M 1,002,020 +192,079 +24%
BlackRock
6
BlackRock
New York
$30.7M 654,833 -112,509 -15%
IWC
7
Integrated Wealth Concepts
Massachusetts
$24.1M 514,186 -42,113 -8%
CCA
8
Clearwater Capital Advisors
Illinois
$21.5M 458,857 -29,133 -6%
FMP
9
Financial Management Professionals
Texas
$17.6M 376,166 +9,348 +3%
FIA
10
Foundations Investment Advisors
Arizona
$11M 236,968 +4,780 +2%
GFS
11
GYL Financial Synergies
Connecticut
$10.2M 217,560 +22,409 +11%
PFM
12
Phillips Financial Management
Indiana
$9.03M 192,547 -4,603 -2%
UWPG
13
Ullmann Wealth Partners Group
Florida
$8.74M 186,429 +30,193 +19%
UBS Group
14
UBS Group
Switzerland
$8.72M 185,926 +366 +0.2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$8.36M 178,204 +116,750 +190%
UCFA
16
United Capital Financial Advisors
Texas
$6.89M 147,028 -359 -0.2%
PPW
17
Pasadena Private Wealth
California
$6.16M 131,366 +131,366 New
Bank of America
18
Bank of America
North Carolina
$6.09M 129,766 +7,187 +6%
AA
19
Addison Advisors
Vermont
$5.9M 125,757 -5,796 -4%
CPO
20
Cerity Partners OCIO
New York
$5.85M 124,753 +10,857 +10%
WFA
21
Wade Financial Advisory
California
$4.12M 87,876 +857 +1%
MA
22
MUFG Americas
New York
$4.1M 87,381 -4,636 -5%
Ameriprise
23
Ameriprise
Minnesota
$3.51M 74,830 -136,082 -65%
FAAM
24
First Ascent Asset Management
Colorado
$3.43M 73,092 +8,126 +13%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$3.12M 66,559 +66,559 New
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