iShares US Small Cap Equity Factor ETF
SMLF
100 hedge funds and large institutions have $1.1B invested in iShares US Small Cap Equity Factor ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 10 closing their positions.
1.28% more ownership
Funds ownership: 111.6% → 112.87% (+1.3%)
3% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 37
1% more capital invested
Capital invested by funds: $1.09B → $1.1B (+$16M)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
4% less funds holding
Funds holding: 104 → 100 (-4)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Acropolis Investment Management
St. Louis,
Missouri
|
+$25M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$20.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.7M |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$4.85M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$40.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$10.2M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$4.82M |
| 4 |
DI
DDFG Inc
Thousand Oaks,
California
|
-$2.77M |
| 5 |
WF
Wayfinding Financial
Lynnwood,
Washington
|
-$2.45M |
SMLF Hedge Fund Activity: Q1 2023 in Review
100 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q1 2023, worth a combined $1.1B — up 1.5% from $1.09B a quarter earlier.
Fund positioning in SMLF was balanced in Q1 2023: 10 funds opened new positions, 10 closed out, 38 added to existing stakes and 37 trimmed.
The largest buyer was Acropolis Investment Management, opening a new position worth an estimated $25M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $40.4M.
- 100 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q1 2023, down from 104 in Q4 2022.
- Funds reported $1.1B of iShares US Small Cap Equity Factor ETF stock for Q1 2023, up 1.5% quarter-over-quarter.
- 10 funds opened new iShares US Small Cap Equity Factor ETF positions in Q1 2023 and 10 closed out, a net change of 0 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q1 2023 was Acropolis Investment Management, an estimated $25M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q1 2023 was Carson Wealth (CWM LLC), an estimated $40.4M sold.
Based on aggregated 13F filings for Q1 2023.