iShares US Small Cap Equity Factor ETF
SMLF
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.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
130% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 33
24% more capital invested
Capital invested by funds: $867M → $1.07B (+$206M)
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
6% more funds holding
Funds holding: 147 → 156 (+9)
0.4% more ownership
Funds ownership: 81.39% → 81.79% (+0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPG
Cornerstone Planning Group
Fairfield,
New Jersey
|
+$23M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.8M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$9.24M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$8.44M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$8.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Strategic Financial Services
Utica,
New York
|
-$5.65M |
| 2 |
BlackRock
New York
|
-$1.76M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$913K |
| 5 |
AA
Addison Advisors
Middlebury,
Vermont
|
-$518K |
SMLF Hedge Fund Activity: Q3 2024 in Review
156 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q3 2024, worth a combined $1.07B — up 24% from $867M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SMLF positions and 7 closed out — a net gain of 11 holders — while 76 added to existing stakes and 33 trimmed.
The largest buyer was Cornerstone Planning Group, opening a new position worth an estimated $23M. The largest seller was Strategic Financial Services, cutting an estimated $5.65M.
- 156 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q3 2024, up from 147 in Q2 2024.
- Funds reported $1.07B of iShares US Small Cap Equity Factor ETF stock for Q3 2024, up 24% quarter-over-quarter.
- 18 funds opened new iShares US Small Cap Equity Factor ETF positions in Q3 2024 and 7 closed out, a net change of +11 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q3 2024 was Cornerstone Planning Group, an estimated $23M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q3 2024 was Strategic Financial Services, an estimated $5.65M sold.
Based on aggregated 13F filings for Q3 2024.