SMLF icon

iShares US Small Cap Equity Factor ETF

156 hedge funds and large institutions have $1.07B invested in iShares US Small Cap Equity Factor ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
156
Holders Change
+9
Holders Change %
+6.12%
% of All Funds
2.26%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
18
Increased
76
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFS
1
Strategic Financial Services
New York
$245M 3,687,675 -88,925 -2%
Wells Fargo
2
Wells Fargo
California
$98.5M 1,484,066 +119,180 +9%
AIM
3
Acropolis Investment Management
Missouri
$52.2M 787,142 +13,677 +2%
Ameriprise
4
Ameriprise
Minnesota
$41.1M 619,968 +312,161 +101%
UWPG
5
Ullmann Wealth Partners Group
Florida
$37.1M 559,595 +23,700 +4%
FMP
6
Financial Management Professionals
Texas
$31.4M 473,239 +4,021 +0.9%
BlackRock
7
BlackRock
New York
$31.3M 471,646 -27,706 -6%
CCA
8
Clearwater Capital Advisors
Illinois
$31M 466,997 +11,175 +2%
LPL Financial
9
LPL Financial
California
$27.9M 419,815 +90,769 +28%
PCFFS
10
Pacific Center for Financial Services
California
$26.2M 394,724 +9,008 +2%
CPG
11
Cornerstone Planning Group
New Jersey
$24.2M 362,226 +362,226 New
VA
12
Valmark Advisers
Ohio
$23.7M 357,206 -4,646 -1%
SFS
13
Searcy Financial Services
Kansas
$23.5M 353,585 +5,877 +2%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$18M 273,529 -18,848 -6%
IWC
15
Integrated Wealth Concepts
Massachusetts
$17.3M 260,190 +43,160 +20%
GFS
16
GYL Financial Synergies
Connecticut
$17M 256,660 +5,271 +2%
GM
17
GeoWealth Management
Illinois
$16.4M 247,775 +126,729 +105%
RWM
18
Reston Wealth Management
Virginia
$16.4M 247,245 +8,022 +3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$16M 241,271 +132,727 +122%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$15.3M 231,289 -4,748 -2%
FF
21
Fox Financial
Pennsylvania
$14M 210,720 +45,707 +28%
Bank of America
22
Bank of America
North Carolina
$13.8M 208,502 +7,779 +4%
PAG
23
Private Advisor Group
New Jersey
$12.6M 190,278 +99,019 +109%
SA
24
Sanctuary Advisors
Indiana
$11.9M 162,212 +21,776 +16%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$11.6M 175,415 +32,323 +23%