iShares US Small Cap Equity Factor ETF
SMLF
266 hedge funds and large institutions have $2.34B invested in iShares US Small Cap Equity Factor ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 56 reducing their positions, and 14 closing their positions.
221% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 14
113% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 56
18% more capital invested
Capital invested by funds: $1.98B → $2.34B (+$365M)
12% more funds holding
Funds holding: 237 → 266 (+29)
11% more funds holding in top 10
Funds holding in top 10: 19 → 21 (+2)
2.02% less ownership
Funds ownership: 84.38% → 82.36% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$70.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$43.4M |
| 3 |
MWP
Madison Wealth Partners
Madison,
Wisconsin
|
+$22.6M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$22M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$15.4M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$9.72M |
| 3 |
JAG
Journey Advisory Group
Covington,
Kentucky
|
-$5.59M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.71M |
| 5 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
-$2.94M |
SMLF Hedge Fund Activity: Q4 2025 in Review
266 of the 8,286 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q4 2025, worth a combined $2.34B — up 18% from $1.98B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new SMLF positions and 14 closed out — a net gain of 31 holders — while 119 added to existing stakes and 56 trimmed.
The largest buyer was Bank of America, adding an estimated $70.3M. The largest seller was Wellington Management Group, exiting entirely with an estimated $15.4M sold.
- 266 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q4 2025, up from 237 in Q3 2025.
- Funds reported $2.34B of iShares US Small Cap Equity Factor ETF stock for Q4 2025, up 18% quarter-over-quarter.
- 45 funds opened new iShares US Small Cap Equity Factor ETF positions in Q4 2025 and 14 closed out, a net change of +31 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q4 2025 was Bank of America, an estimated $70.3M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q4 2025 was Wellington Management Group, an estimated $15.4M sold.
Based on aggregated 13F filings for Q4 2025.