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iShares US Small Cap Equity Factor ETF
SMLF

Overview Fund Activity

181 hedge funds and large institutions have $1.2B invested in iShares US Small Cap Equity Factor ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
181
Holders Change
+25
Holders Change %
+16.03%
% of All Funds
2.41%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
37
Increased
69
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$31.7M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$18.3M
3
FOR
3
Family Office Research
Maryland
$13.7M
4
IA
4
Integrity Alliance
Iowa
$12M
5
Wells Fargo
5
Wells Fargo
California
$110M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$0
2
SFS
2
Strategic Financial Services
New York
$241M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$13.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.1M
5
GM
5
GeoWealth Management
Illinois
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
1
Strategic Financial Services
New York
$241M 3,574,438 -113,237 -3%
Wells Fargo
2
Wells Fargo
California
$110M 1,625,453 +141,387 +10%
AIM
3
Acropolis Investment Management
Missouri
$54.1M 800,756 +13,614 +2%
Ameriprise
4
Ameriprise
Minnesota
$50.8M 752,945 +132,977 +21%
UWPG
5
Ullmann Wealth Partners Group
Florida
$38.3M 568,074 +8,479 +2%
LPL Financial
6
LPL Financial
California
$32.5M 481,412 +61,597 +15%
FMP
7
Financial Management Professionals
Texas
$32.5M 480,917 +7,678 +2%
Charles Schwab
8
Charles Schwab
California
$31.7M 469,495 +469,495 New
BlackRock
9
BlackRock
New York
$30.8M 455,726 -15,920 -3%
CCA
10
Clearwater Capital Advisors
Illinois
$30.2M 447,434 -19,563 -4%
PCFFS
11
Pacific Center for Financial Services
California
$27.5M 407,651 +12,927 +3%
CPG
12
Cornerstone Planning Group
New Jersey
$26.1M 371,476 +9,250 +3%
SFS
13
Searcy Financial Services
Kansas
$23.8M 352,524 -1,061 -0.3%
VA
14
Valmark Advisers
Ohio
$22.6M 334,293 -22,913 -6%
FF
15
Fox Financial
Pennsylvania
$18.8M 278,959 +68,239 +32%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$18.7M 277,426 +36,155 +15%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$18.4M 272,680 -849 -0.3%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$18.3M 270,641 +257,284 +1,926%
RWM
19
Reston Wealth Management
Virginia
$16.8M 249,528 +2,283 +0.9%
Bank of America
20
Bank of America
North Carolina
$15.7M 233,107 +24,605 +12%
GM
21
GeoWealth Management
Illinois
$15M 221,837 -25,938 -10%
FOR
22
Family Office Research
Maryland
$13.7M 202,997 +202,997 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$13.3M 197,609 +22,194 +13%
IWC
24
Integrated Wealth Concepts
Massachusetts
$13.2M 195,733 -64,457 -25%
PAG
25
Private Advisor Group
New Jersey
$12.8M 190,026 -252 -0.1%
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