Free Trial
Don't Let the A.I. Investing Revolution Pass You By!Ends Tomorrow - Get 30 Days Free

iShares U.S. Small Cap Equity Factor ETF (SMLF) Institutional Ownership

iShares U.S. Small Cap Equity Factor ETF logo
$74.61 +0.50 (+0.67%)
Closing price 10/15/2025 04:10 PM Eastern
Extended Trading
$74.61 0.00 (0.00%)
As of 10/15/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF)

Number of
Institutional Buyers
(last 12 months)
154
Total
Institutional Inflows
(last 12 months)
$517.19M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$79.38M
Get SMLF Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares U.S. Small Cap Equity Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SMLF Institutional Buying and Selling by Quarter

iShares U.S. Small Cap Equity Factor ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2025Financial Management Professionals Inc.530,408$39.44M4.1%+1.8%1.600%
10/15/2025CWM LLC18,126$1.35M0.0%-18.0%0.055%
10/15/2025JGP Wealth Management LLC2,941$220K0.0%N/A0.009%
10/15/2025Mascagni Wealth Management Inc.3,880$288K0.2%-10.0%0.012%
10/15/2025Santori & Peters Inc.55,677$4.14M1.5%N/A0.168%
10/14/2025 Farther Finance Advisors LLC52,238$3.88M0.1%+432.1%0.160%
10/14/2025 Exchange Traded Concepts LLC196,743$14.63M0.1%-0.9%0.602%
10/10/2025 Cyndeo Wealth Partners LLC21,921$1.63M0.1%+2.3%0.067%
10/9/2025 AdvisorNet Financial Inc3,126$232K0.0%+4.8%0.010%
10/9/2025 Redhawk Wealth Advisors Inc.62,532$4.65M0.5%N/A0.191%
10/8/2025 YHB Investment Advisors Inc.101,916$7.58M0.6%N/A0.314%
10/7/2025 First International Bank & Trust178,490$13.27M4.6%-1.0%0.549%
10/7/2025 Acropolis Investment Management LLC915,251$62.19M3.1%+5.1%2.816%
8/19/2025Advisory Services Network LLC11,285$781K0.0%+10.2%0.041%
8/18/2025Pacific Center for Financial Services399,104$27.12M7.4%-1.1%1.433%
8/15/2025Equitable Holdings Inc.54,398$3.70M0.0%+8.4%0.195%
8/15/2025Captrust Financial Advisors9,657$656K0.0%+81.3%0.035%
8/15/2025Talisman Wealth Advisors LLC13,570$922K0.8%+24.7%0.049%
8/15/2025Redwood Financial Network Corp6,229$423K0.3%+6.7%0.022%
8/15/2025MML Investors Services LLC130,422$8.86M0.0%+25.0%0.468%
8/15/2025Modern Wealth Management LLC64,758$4.40M0.1%+18.9%0.233%
8/15/2025Bank of America Corp DE463,250$31.48M0.0%+65.4%1.663%
8/15/2025Ameriprise Financial Inc.1,568,204$106.57M0.0%+36.7%5.631%
8/14/2025Jane Street Group LLC29,224$1.99M0.0%-78.3%0.105%
8/14/2025Raymond James Financial Inc.193,276$13.13M0.0%+186.8%0.694%
8/14/2025Diversify Advisory Services LLC8,442$596K0.0%N/A0.030%
8/14/2025Peapack Gladstone Financial Corp66,351$4.51M0.1%+506.4%0.238%
8/14/2025LWM Advisory Services LLC19,836$1.35M0.9%+10.9%0.071%
8/14/2025NewEdge Advisors LLC15,280$1.04M0.0%-8.6%0.055%
8/14/2025Denver PWM LLC131,398$8.93M2.8%+4.7%0.472%
8/14/2025Cerity Partners LLC74,023$5.03M0.0%-1.9%0.266%
8/13/2025GeoWealth Management LLC83,594$5.68M0.2%+10.4%0.300%
8/13/2025Dynamic Wealth Strategies LLC20,402$1.39M1.0%+9.2%0.073%
8/13/2025River Wealth Advisors LLC328,683$22.33M2.8%N/A1.180%
8/13/2025WCG Wealth Advisors LLC123,891$8.42M0.5%+2.8%0.445%
8/13/2025Northwestern Mutual Wealth Management Co.148,603$10.10M0.0%+133.6%0.534%
8/13/2025Choreo LLC5,081$345K0.0%-33.3%0.018%
8/12/2025J.W. Cole Advisors Inc.18,647$1.27M0.0%-14.3%0.067%
8/12/2025Steward Partners Investment Advisory LLC70,887$4.82M0.0%+6.5%0.255%
8/12/2025Global Retirement Partners LLC10,750$730K0.0%N/A0.039%
8/12/2025Cozad Asset Management Inc.80,780$5.49M0.5%+31.4%0.290%
8/12/2025JPMorgan Chase & Co.123,249$8.38M0.0%-28.9%0.443%
8/11/2025Anfield Capital Management LLC97,280$6.61M2.2%+0.8%0.353%
8/11/2025Bell Investment Advisors Inc2,361$160K0.0%N/A0.009%
8/8/2025Kingsview Wealth Management LLC13,175$895K0.0%-10.6%0.048%
8/8/2025Citizens Financial Group Inc. RI10,571$718K0.0%N/A0.038%
8/8/2025Thoroughbred Financial Services LLC35,254$2.40M0.2%+3.9%0.128%
8/8/2025Cetera Investment Advisers316,568$21.51M0.0%+35.7%1.149%
8/8/2025Creative Planning6,968$473K0.0%N/A0.025%
8/8/2025Foundations Investment Advisors LLC249,612$16.96M0.3%-2.6%0.906%
8/8/2025Hibernia Wealth Partners LLC17,773$1.21M0.4%+100.2%0.065%
8/7/2025Weil Company Inc.48,409$3.29M0.9%+125.1%0.176%
8/7/2025CENTRAL TRUST Co1,508$102K0.0%+100.3%0.005%
8/7/2025Aspen Wealth Strategies LLC66,871$4.54M2.7%+2.6%0.243%
8/7/2025Addison Advisors LLC76,029$5.17M1.3%-2.3%0.276%
8/6/2025Reston Wealth Management LLC260,590$17.71M6.2%+2.8%0.946%
8/6/2025Atlas Legacy Advisors LLC11,760$799K0.2%+20.3%0.043%
8/6/2025Mascagni Wealth Management Inc.4,312$293K0.2%-46.4%0.016%
8/6/2025Flagship Private Wealth LLC24,114$1.64M0.7%+55.0%0.088%
8/6/2025DDFG Inc84,028$5.71M1.4%+2.6%0.305%
8/5/2025GPS Wealth Strategies Group LLC708$48K0.0%+1,120.7%0.003%
8/5/2025Sigma Planning Corp6,587$448K0.0%+6.0%0.024%
8/5/2025Landmark Wealth Management Inc.12,118$823K0.4%-53.7%0.044%
8/4/2025Integrity Alliance LLC.210,643$14.31M0.8%-36.3%0.765%
8/4/2025Creative Financial Designs Inc. ADV459$31K0.0%N/A0.002%
8/4/2025Premier Path Wealth Partners LLC37,134$2.52M0.4%+1.9%0.135%
8/4/2025Arkadios Wealth Advisors3,183$216K0.0%N/A0.012%
8/4/2025World Investment Advisors3,337$227K0.0%N/A0.012%
8/4/2025Beirne Wealth Consulting Services LLC62,113$4.22M1.4%+5.5%0.225%
8/1/2025Strategic Financial Services Inc.3,744,652$254.45M13.7%+3.8%13.592%
8/1/2025Schmidt P J Investment Management Inc.25,258$1.72M0.3%+7.9%0.092%
8/1/2025Envestnet Asset Management Inc.157,180$10.68M0.0%+3.1%0.571%
7/31/2025Leavell Investment Management Inc.4,080$277K0.0%N/A0.015%
7/30/2025Phillips Financial Management LLC42,268$2.87M0.2%-28.9%0.153%
7/30/2025D.A. Davidson & CO.53,266$3.62M0.0%-2.5%0.193%
7/30/2025Journey Advisory Group LLC85,110$5.78M0.4%-19.9%0.309%
7/29/2025Wingate Wealth Advisors Inc.9,562$650K0.6%-14.4%0.035%
7/29/2025BKM Wealth Management LLC24,695$1.68M0.7%-13.0%0.090%
7/29/2025Signature Estate & Investment Advisors LLC7,396$503K0.0%-74.7%0.027%
7/29/2025Foster & Motley Inc.11,064$752K0.0%-8.5%0.040%
7/29/2025Stratos Wealth Partners LTD.148,598$10.10M0.1%+3.0%0.539%
7/29/2025Empirical Asset Management LLC18,885$1.28M0.4%+1.1%0.069%
7/29/2025Harbor Asset Planning Inc.33,484$2.28M2.2%N/A0.122%
7/25/2025RHS Financial LLC6,238$424K0.2%N/A0.023%
7/25/2025CWM LLC22,093$1.50M0.0%-2.6%0.080%
7/25/2025Apollon Financial LLC53,175$3.61M0.8%-5.8%0.193%
7/24/2025 Cyndeo Wealth Partners LLC21,438$1.46M0.1%+4.4%0.078%
7/24/2025Blair William & Co. IL1,044$71K0.0%-83.3%0.004%
7/24/2025Capital Advisors Ltd. LLC9,000$612K0.1%-2.5%0.033%
7/24/2025US Bancorp DE23,297$1.58M0.0%-4.8%0.085%
7/23/2025Valmark Advisers Inc.371,206$25.22M0.4%+1.5%1.355%
7/22/2025Ergawealth Advisors Inc.6,413$436K0.2%-8.4%0.023%
7/21/2025QRG Capital Management Inc.7,453$506K0.0%-8.3%0.027%
7/21/2025Flagship Private Wealth LLC24,114$1.64M0.8%+55.0%0.088%
7/21/2025Synergy Asset Management LLC3,456$235K0.0%N/A0.013%
7/18/2025Truist Financial Corp17,338$1.18M0.0%+20.7%0.063%
7/17/2025Park Place Capital Corp8,852$607K0.1%N/A0.033%
7/17/2025LifeGoal Wealth Advisors31,930$2.17M2.1%+1.5%0.118%
7/17/2025Janney Montgomery Scott LLC151,512$10.30M0.0%N/A0.558%
7/17/2025XY Planning Network Inc.4,333$294K0.1%N/A0.016%
(Data available from 1/1/2016 forward)

SMLF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMLF shares?

During the previous two years, 212 institutional investors and hedge funds held shares of iShares U.S. Small Cap Equity Factor ETF. The most heavily invested institutionals were Strategic Financial Services Inc. ($254.45M), Strategic Financial Services Inc ($228.93M), Wells Fargo & Company MN ($109.72M), Ameriprise Financial Inc. ($106.57M), Acropolis Investment Management LLC ($62.19M), Financial Management Professionals Inc. ($39.44M), and LPL Financial LLC ($39.22M).Learn more on iShares U.S. Small Cap Equity Factor ETF's institutional investors.

Which institutional investors have been buying iShares U.S. Small Cap Equity Factor ETF's stock?

Of the 187 institutional investors that purchased iShares U.S. Small Cap Equity Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ameriprise Financial Inc. ($948.24K), Charles Schwab Investment Management Inc. ($469.50K), Pacific Center for Financial Services ($400.95K), Cornerstone Planning Group LLC ($399.82K), Valmark Advisers Inc. ($398.77K), Searcy Financial Services Inc. ADV ($357.97K), and River Wealth Advisors LLC ($328.68K).

How much institutional buying is happening at iShares U.S. Small Cap Equity Factor ETF?

Institutional investors have bought a total of 7,807,627 shares in the last 24 months. This purchase volume represents approximately $517.19M in transactions.

Which of iShares U.S. Small Cap Equity Factor ETF's major shareholders have been selling company stock?

Of the 76 institutional investors that sold iShares U.S. Small Cap Equity Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Landmark Wealth Management Inc. ($135.36K), Integrity Alliance LLC. ($120.25K), Strategic Financial Services Inc. ($113.24K), Jane Street Group LLC ($109.49K), Integrated Wealth Concepts LLC ($107.53K), Envestnet Asset Management Inc. ($78.85K), and Ullmann Wealth Partners Group LLC ($58.01K).

How much institutional selling is happening at iShares U.S. Small Cap Equity Factor ETF?

Institutional investors have sold a total of 1,195,715 shares in the last 24 months. This volume of shares sold represents approximately $79.38M in transactions.


Related Companies

This page (NYSEARCA:SMLF) was last updated on 10/16/2025 by MarketBeat.com Staff
From Our Partners
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
Options Pro Reveals His #1 Retirement Income Trade
If you can be at your computer between 9 a.m. and 10:45 a.m. on most weekdays, I’ll show you a simple trading ...
Base Camp Trading | Sponsoredtc pixel
Elon’s Out 🚫. Trump’s DOGE Payouts Keep Flowing (Up to $32K a Year)
DOGE payouts are already moving. Every 90 days, billions flow out — whether you’ve claimed your share or not. ...
Angel Publishing | Sponsoredtc pixel
October 16 Changes the Microchip Game — and Investing
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel
Move $1,000 into this stock before Nov 6
The End of Tesla? "Hold onto your Tesla stock." That's the message insiders at Tesla have been giving staff...
Altimetry | Sponsoredtc pixel
Stunning new initiative unfolding in the White House?
what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
Generate up to $5,000/month with 10X less money?
The secret to retiring without a million-dollar nest egg. I'm talking about generating enough monthly inco...
Investors Alley | Sponsoredtc pixel
Nvidia’s slow death march
Eric Fry just went live with one of his most controversial calls yet: “Sell Nvidia.” While Wall Street has bee...
InvestorPlace | Sponsoredtc pixel