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iShares US Small Cap Equity Factor ETF

215 hedge funds and large institutions have $1.48B invested in iShares US Small Cap Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

62% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 53

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

11% more funds holding

Funds holding: 193215 (+22)

2% more capital invested

Capital invested by funds: $1.44B → $1.48B (+$35.5M)

1.68% less ownership

Funds ownership: 83.36%81.68% (-1.7%)

Holders
215
Holders Change
+22
Holders Change %
+11.4%
% of All Funds
2.83%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.22%
New
41
Increased
86
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Strategic Financial Services
New York
$254M +$8.72M +137,719 +4%
Wells Fargo
2
Wells Fargo
California
$141M +$12.3M +194,659 +10%
Ameriprise
3
Ameriprise
Minnesota
$107M +$26.7M +421,138 +37%
LPL Financial
4
LPL Financial
California
$65.5M +$21.1M +332,983 +53%
AIM
5
Acropolis Investment Management
Missouri
$59.2M +$2.12M +33,534 +4%
FMP
6
Financial Management Professionals
Texas
$35.4M +$1.26M +19,829 +4%
UWPG
7
Ullmann Wealth Partners Group
Florida
$34.7M -$3.26M -51,444 -9%
BlackRock
8
BlackRock
New York
$33.7M +$1.02M +16,145 +3%
Charles Schwab
9
Charles Schwab
California
$33.4M +$3.15M +49,746 +11%
CCA
10
Clearwater Capital Advisors
Illinois
$31.7M +$505K +7,978 +2%
Bank of America
11
Bank of America
North Carolina
$31.5M +$11.6M +183,226 +65%
CPG
12
Cornerstone Planning Group
New Jersey
$30.2M +$2.26M +35,724 +9%
PCFFS
13
Pacific Center for Financial Services
California
$27.1M -$274K -4,326 -1%
VA
14
Valmark Advisers
Ohio
$25.2M +$355K +5,616 +2%
RWA
15
River Wealth Advisors
Pennsylvania
$22.3M +$20.8M +328,683 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$22M +$2.81M +44,461 +16%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$21.5M +$5.27M +83,226 +36%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$19.5M +$813K +12,847 +5%
FF
19
Fox Financial
Pennsylvania
$19.5M +$261K +4,126 +1%
RWM
20
Reston Wealth Management
Virginia
$17.7M +$448K +7,077 +3%
FIA
21
Foundations Investment Advisors
Arizona
$17M -$425K -6,714 -3%
PAG
22
Private Advisor Group
New Jersey
$16M +$3.38M +53,443 +29%
IA
23
Integrity Alliance
Iowa
$14.3M -$7.61M -120,252 -36%
FOR
24
Family Office Research
Maryland
$13.7M +$479K +7,571 +4%
ETC
25
Exchange Traded Concepts
Oklahoma
$13.5M +$1.32M +20,851 +12%

SMLF Hedge Fund Activity: Q2 2025 in Review

215 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q2 2025, worth a combined $1.48B — up 2.5% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SMLF positions and 15 closed out — a net gain of 26 holders — while 86 added to existing stakes and 53 trimmed.

The largest buyer was Ameriprise, adding an estimated $26.7M. The largest seller was Fidelity Investments, cutting an estimated $226M.

  • 215 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q2 2025, up from 193 in Q1 2025.
  • Funds reported $1.48B of iShares US Small Cap Equity Factor ETF stock for Q2 2025, up 2.5% quarter-over-quarter.
  • 41 funds opened new iShares US Small Cap Equity Factor ETF positions in Q2 2025 and 15 closed out, a net change of +26 holders.
  • The largest iShares US Small Cap Equity Factor ETF buyer in Q2 2025 was Ameriprise, an estimated $26.7M added.
  • The largest iShares US Small Cap Equity Factor ETF seller in Q2 2025 was Fidelity Investments, an estimated $226M sold.

Based on aggregated 13F filings for Q2 2025.