iShares US Small Cap Equity Factor ETF
SMLF
269 hedge funds and large institutions have $2.74B invested in iShares US Small Cap Equity Factor ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 120 increasing their positions, 75 reducing their positions, and 19 closing their positions.
82% more call options, than puts
Call options by funds: $317K | Put options by funds: $174K
74% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 19
60% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 75
17% more capital invested
Capital invested by funds: $2.34B → $2.74B (+$400M)
5% more funds holding in top 10
Funds holding in top 10: 21 → 22 (+1)
2% more funds holding
Funds holding: 264 → 269 (+5)
1.42% more ownership
Funds ownership: 82.36% → 83.78% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$168M |
| 2 |
ACM
Advance Capital Management
Southfield,
Michigan
|
+$120M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$49.7M |
| 4 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$43.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$55.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$32.8M |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$21.7M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$19.2M |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$17.8M |
SMLF Hedge Fund Activity: Q1 2026 in Review
269 of the 8,180 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Equity Factor ETF (SMLF) for Q1 2026, worth a combined $2.74B — up 17% from $2.34B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SMLF positions and 19 closed out — a net gain of 14 holders — while 120 added to existing stakes and 75 trimmed.
The largest buyer was Charles Schwab, adding an estimated $168M. The largest seller was Bank of America, cutting an estimated $55.3M.
- 269 institutional investors held iShares US Small Cap Equity Factor ETF (SMLF) as of Q1 2026, up from 264 in Q4 2025.
- Funds reported $2.74B of iShares US Small Cap Equity Factor ETF stock for Q1 2026, up 17% quarter-over-quarter.
- 33 funds opened new iShares US Small Cap Equity Factor ETF positions in Q1 2026 and 19 closed out, a net change of +14 holders.
- The largest iShares US Small Cap Equity Factor ETF buyer in Q1 2026 was Charles Schwab, an estimated $168M added.
- The largest iShares US Small Cap Equity Factor ETF seller in Q1 2026 was Bank of America, an estimated $55.3M sold.
Based on aggregated 13F filings for Q1 2026.