iShares US Small Cap Equity Factor ETF
SMLF
102 hedge funds and large institutions have $846M invested in iShares US Small Cap Equity Factor ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 10 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
2% more funds holding
Funds holding: 100 → 102 (+2)
11% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 38
15.74% less ownership
Funds ownership: 112.87% → 97.14% (-16%)
23% less capital invested
Capital invested by funds: $1.1B → $846M (-$253M)
Top Buyers
Top Sellers
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$151M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$144M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$32.7M |
| 4 |
Goldman Sachs
New York
|
-$1.91M |
| 5 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
-$1.71M |
SMLF Hedge Fund Activity: Q2 2023 in Review
102 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q2 2023, worth a combined $846M — down 23% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SMLF positions and 10 closed out — a net gain of 3 holders — while 34 added to existing stakes and 38 trimmed.
The largest buyer was Wells Fargo, adding an estimated $18.3M. The largest seller was Mercer Global Advisors, cutting an estimated $151M.
- 102 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q2 2023, up from 100 in Q1 2023.
- Funds reported $846M of iShares US Small Cap Equity Factor ETF stock for Q2 2023, down 23% quarter-over-quarter.
- 13 funds opened new iShares US Small Cap Equity Factor ETF positions in Q2 2023 and 10 closed out, a net change of +3 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q2 2023 was Wells Fargo, an estimated $18.3M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q2 2023 was Mercer Global Advisors, an estimated $151M sold.
Based on aggregated 13F filings for Q2 2023.