We are live on ! Find out more
SMLF icon

iShares US Small Cap Equity Factor ETF

237 hedge funds and large institutions have $1.98B invested in iShares US Small Cap Equity Factor ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 53 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 8

98% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 53

34% more capital invested

Capital invested by funds: $1.48B → $1.98B (+$498M)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

10% more funds holding

Funds holding: 215237 (+22)

2.69% more ownership

Funds ownership: 81.68%84.38% (+2.7%)

Holders
237
Holders Change
+22
Holders Change %
+10.23%
% of All Funds
3.11%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
32
Increased
105
Reduced
53
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Strategic Financial Services
New York
$278M +$31.8K +445 +0%
Wells Fargo
2
Wells Fargo
California
$163M +$8.44M +117,982 +6%
Ameriprise
3
Ameriprise
Minnesota
$136M +$18.5M +257,905 +16%
LPL Financial
4
LPL Financial
California
$87.8M +$15.6M +217,367 +23%
VA
5
Valmark Advisers
Ohio
$78.9M +$49.4M +690,272 +186%
AIM
6
Acropolis Investment Management
Missouri
$62.2M +$3.17M +44,367 +5%
Bank of America
7
Bank of America
North Carolina
$57.3M +$22M +307,021 +66%
VIA
8
Vantagepoint Investment Advisers
District of Columbia
$49.6M +$47.7M +667,125 New
FMP
9
Financial Management Professionals
Texas
$39.4M +$684K +9,557 +2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$38.8M +$14.7M +205,586 +65%
HighTower Advisors
11
HighTower Advisors
Illinois
$37.5M +$35M +489,682 +3,218%
BlackRock
12
BlackRock
New York
$35.6M -$1.17M -16,351 -3%
UWPG
13
Ullmann Wealth Partners Group
Florida
$35.5M -$2.33M -32,518 -6%
CCA
14
Clearwater Capital Advisors
Illinois
$34.6M -$36.9K -516 -0.1%
CPG
15
Cornerstone Planning Group
New Jersey
$32.8M +$546K +7,628 +2%
Charles Schwab
16
Charles Schwab
California
$32.7M -$3.62M -50,562 -10%
PCFFS
17
Pacific Center for Financial Services
California
$29.6M -$27.5K -385 -0.1%
MWM
18
Modern Wealth Management
Kansas
$26.8M +$20.9M +292,518 +430%
RWA
19
River Wealth Advisors
Pennsylvania
$25.5M +$1.05M +14,686 +4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$25M +$898K +12,547 +4%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$22.6M +$1.22M +17,046 +6%
Raymond James Financial
22
Raymond James Financial
Florida
$21.2M +$6.59M +92,087 +48%
FF
23
Fox Financial
Pennsylvania
$21.2M -$134K -1,879 -0.7%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$20.5M +$19.7M +275,578 New
PAG
25
Private Advisor Group
New Jersey
$19.9M +$2.28M +31,841 +13%