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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

104 hedge funds and large institutions have $1.09B invested in iShares US Small Cap Equity Factor ETF in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
104
Holders Change
+15
Holders Change %
+16.85%
% of All Funds
1.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
24
Increased
38
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Strategic Financial Services
New York
$192M
2
Ameriprise
2
Ameriprise
Minnesota
$6.46M
3
DI
3
DDFG Inc
California
$5.67M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.23M
5
GAM
5
GEM Asset Management
Michigan
$3.04M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$35.8M
2
MA
2
MUFG Americas
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.01M
4
BlackRock
4
BlackRock
New York
$27.7M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$96.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$246M 4,946,994 +11,089 +0.2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$239M 4,819,904 -5,693 -0.1%
SFS
3
Strategic Financial Services
New York
$192M 3,864,713 +301,307 +8%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$96.6M 1,944,451 -27,244 -1%
Wells Fargo
5
Wells Fargo
California
$35.8M 721,858 -341,179 -32%
BlackRock
6
BlackRock
New York
$27.7M 557,822 -32,804 -6%
IWC
7
Integrated Wealth Concepts
Massachusetts
$25.3M 509,818 +2,192 +0.4%
CCA
8
Clearwater Capital Advisors
Illinois
$24.1M 486,001 -331 -0.1%
FMP
9
Financial Management Professionals
Texas
$20.6M 414,106 +402 +0.1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11.3M 227,712 +4,822 +2%
FIA
11
Foundations Investment Advisors
Arizona
$11.1M 223,107 -5,690 -2%
SAS
12
Sanford Advisory Services
Michigan
$11.1M 222,935 +39,074 +21%
GFS
13
GYL Financial Synergies
Connecticut
$11M 221,405 -2,163 -1%
UWPG
14
Ullmann Wealth Partners Group
Florida
$9.73M 195,944 +12,835 +7%
UBS Group
15
UBS Group
Switzerland
$9.11M 183,497 -2,150 -1%
PFM
16
Phillips Financial Management
Indiana
$8.81M 177,442 -11,203 -6%
UCFA
17
United Capital Financial Advisors
Texas
$7.24M 145,844 -57 -0%
Bank of America
18
Bank of America
North Carolina
$6.72M 135,237 +5,547 +4%
Ameriprise
19
Ameriprise
Minnesota
$6.46M 130,082 +118,003 +977%
DI
20
DDFG Inc
California
$5.67M 114,247 +114,247 New
AA
21
Addison Advisors
Vermont
$5.53M 111,384 -5,627 -5%
CPO
22
Cerity Partners OCIO
New York
$5.25M 105,709 -22,726 -18%
WFA
23
Wade Financial Advisory
California
$4.78M 96,307 +302 +0.3%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$4.23M 85,210 +85,210 New
FAAM
25
First Ascent Asset Management
Colorado
$3.68M 74,175 -2,368 -3%
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