SMLF icon

iShares US Small Cap Equity Factor ETF

147 hedge funds and large institutions have $867M invested in iShares US Small Cap Equity Factor ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
147
Holders Change
+6
Holders Change %
+4.26%
% of All Funds
2.14%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
19
Increased
56
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFS
1
Strategic Financial Services
New York
$231M 3,776,600 -197,581 -5%
Wells Fargo
2
Wells Fargo
California
$83.5M 1,364,886 +114,245 +9%
AIM
3
Acropolis Investment Management
Missouri
$47.3M 773,465 +65,020 +9%
UWPG
4
Ullmann Wealth Partners Group
Florida
$32.8M 535,895 +26,210 +5%
BlackRock
5
BlackRock
New York
$30.6M 499,352 -4,791 -1%
FMP
6
Financial Management Professionals
Texas
$28.7M 469,218 +9,901 +2%
CCA
7
Clearwater Capital Advisors
Illinois
$27.9M 455,822 -644 -0.1%
PCFFS
8
Pacific Center for Financial Services
California
$23.6M 385,716 +6,705 +2%
VA
9
Valmark Advisers
Ohio
$22.1M 361,852 +361,852 New
SFS
10
Searcy Financial Services
Kansas
$21.3M 347,708 +347,708 New
LPL Financial
11
LPL Financial
California
$20.1M 329,046 +137,396 +72%
Ameriprise
12
Ameriprise
Minnesota
$18.8M 307,807 +72,407 +31%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$17.9M 292,377 -19,095 -6%
GFS
14
GYL Financial Synergies
Connecticut
$15.4M 251,389 -11,894 -5%
RWM
15
Reston Wealth Management
Virginia
$14.6M 239,223 +10,522 +5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$14.4M 236,037 -9,000 -4%
IWC
17
Integrated Wealth Concepts
Massachusetts
$13.3M 217,030 -218,013 -50%
Bank of America
18
Bank of America
North Carolina
$12.3M 200,723 +48,602 +32%
FF
19
Fox Financial
Pennsylvania
$10.1M 165,013 +165,013 New
UBS Group
20
UBS Group
Switzerland
$9.54M 155,864 -5,460 -3%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$8.76M 143,092 +43,699 +44%
SA
22
Sanctuary Advisors
Indiana
$8.49M 140,436 +140,436 New
LWMI
23
Landmark Wealth Management (Illinois)
Illinois
$8.41M 137,393 +137,393 New
GM
24
GeoWealth Management
Illinois
$7.41M 121,046 +18,456 +18%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.64M 108,544 +29,806 +38%