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

iShares U.S. Small Cap Equity Factor ETF logo
$70.60 +0.54 (+0.77%)
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Institutional Ownership Changes (13F Filings) for iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF)

Number of
Institutional Buyers
(last 12 months)
140
Total
Institutional Inflows
(last 12 months)
$430.97M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$55.95M
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SMLF Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
7/24/2025 Blair William & Co. IL1,044$71K0.0%-83.3%0.004%
7/24/2025 Capital Advisors Ltd. LLC9,000$612K0.1%-2.5%0.033%
7/24/2025 US Bancorp DE23,297$1.58M0.0%-4.8%0.085%
7/23/2025 Valmark Advisers Inc.371,206$25.22M0.4%+1.5%1.355%
7/22/2025 Ergawealth Advisors Inc.6,413$436K0.2%-8.4%0.023%
7/21/2025 QRG Capital Management Inc.7,453$506K0.0%-8.3%0.027%
7/21/2025 Flagship Private Wealth LLC24,114$1.64M0.8%+55.0%0.088%
7/21/2025 Synergy Asset Management LLC3,456$235K0.0%N/A0.013%
7/18/2025 Truist Financial Corp17,338$1.18M0.0%+20.7%0.063%
7/17/2025 Park Place Capital Corp8,852$607K0.1%N/A0.033%
7/17/2025 LifeGoal Wealth Advisors31,930$2.17M2.1%+1.5%0.118%
7/17/2025 Janney Montgomery Scott LLC151,512$10.30M0.0%N/A0.558%
7/17/2025 XY Planning Network Inc.4,333$294K0.1%N/A0.016%
7/16/2025 Novem Group45,366$3.08M0.4%N/A0.167%
7/16/2025 Perigon Wealth Management LLC28,800$1.96M0.0%+14.8%0.106%
7/16/2025 Plancorp LLC13,113$891K0.0%-16.2%0.048%
7/15/2025 FMA Wealth Management LLC75,877$5.16M3.8%+1.0%0.279%
7/15/2025 Cora Capital Advisors LLC85,566$5.81M2.6%-1.4%0.315%
7/15/2025 Traction Financial Partners LLC3,429$233K0.2%N/A0.013%
7/15/2025 Financial Management Professionals Inc.520,851$35.39M4.0%+4.0%1.918%
7/14/2025 AdvisorNet Financial Inc2,982$203K0.0%-11.9%0.011%
7/14/2025 Acropolis Investment Management LLC870,884$59.18M3.3%+4.0%3.208%
7/14/2025 Park Avenue Securities LLC5,958$405K0.0%+12.6%0.022%
7/11/2025 Ullmann Wealth Partners Group LLC510,064$34.66M4.1%-9.2%1.879%
7/11/2025 Farther Finance Advisors LLC9,817$667K0.0%+38.6%0.036%
7/10/2025 Exchange Traded Concepts LLC198,569$13.49M0.2%+11.7%0.731%
7/10/2025 Wealth Enhancement Advisory Services LLC26,576$1.86M0.0%-2.4%0.098%
7/9/2025 Channel Wealth LLC4,404$299K0.1%-24.1%0.016%
7/9/2025 Pallas Capital Advisors LLC25,756$1.75M0.1%N/A0.095%
7/9/2025 GEM Asset Management LLC68,947$4.76M2.4%+3.0%0.254%
7/8/2025 PTM Wealth Management LLC163,062$11.39M7.5%N/A0.601%
7/8/2025 RMR Wealth Builders5,212$354K0.0%N/A0.019%
7/8/2025 First International Bank & Trust180,244$12.25M4.3%-6.0%0.668%
6/2/2025Modern Wealth Management LLC54,449$3.39M0.1%N/A0.209%
5/28/2025Vista Cima Wealth Management LLC57,446$3.57M2.6%+5.3%0.224%
5/23/2025Strategic Financial Services Inc.3,606,933$224.21M13.1%+0.9%14.062%
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5/21/2025Schmidt P J Investment Management Inc.23,410$1.46M0.3%+18.5%0.091%
5/20/2025Focus Partners Wealth274,170$17.04M0.0%+1.3%1.069%
5/20/2025Integrity Alliance LLC.330,895$20.57M0.8%+85.4%1.290%
5/19/2025Jane Street Group LLC134,442$8.36M0.0%+769.0%0.524%
5/16/2025Signature Estate & Investment Advisors LLC29,242$1.82M0.0%-11.0%0.114%
5/16/2025Redwood Financial Network Corp5,837$363K0.3%+57.3%0.023%
5/16/2025Pacific Center for Financial Services403,430$25.08M6.7%-1.0%1.573%
5/16/2025 Plancorp LLC15,647$973K0.0%+63.9%0.061%
5/16/2025NewEdge Advisors LLC16,719$1.04M0.0%+20.4%0.065%
5/16/2025Integrated Wealth Concepts LLC152,659$9.49M0.1%-22.0%0.595%
5/15/2025Family Office Research LLC193,941$12.06M5.9%-4.5%0.756%
5/15/2025Flputnam Investment Management Co.6,982$434K0.0%+27.9%0.027%
5/15/2025Royal Bank of Canada68,441$4.25M0.0%+150.9%0.267%
5/15/2025GKV Capital Management Co. Inc.18,676$1.16M0.4%N/A0.073%
5/14/2025WCG Wealth Advisors LLC120,532$7.49M0.6%+6.1%0.470%
5/14/2025Talisman Wealth Advisors LLC10,883$676K0.7%N/A0.042%
5/14/2025Comerica Bank2,349$146K0.0%+98.2%0.009%
5/14/2025Northwestern Mutual Wealth Management Co.63,602$3.95M0.0%+110.5%0.248%
5/14/2025Kestra Advisory Services LLC33,596$2.09M0.0%+55.5%0.131%
5/14/2025Wescott Financial Advisory Group LLC5,049$314K0.0%-35.8%0.020%
5/14/2025Ameriprise Financial Inc.1,147,066$71.31M0.0%+52.3%4.472%
5/14/2025Capital Analysts LLC8,443$525K0.0%+332.1%0.033%
5/13/2025Raymond James Financial Inc.67,380$4.19M0.0%+22.6%0.263%
5/13/2025DDFG Inc81,868$5.09M1.4%+4.4%0.319%
5/13/2025LWM Advisory Services LLC17,883$1.11M0.8%-5.6%0.070%
5/13/2025Ground Swell Capital LLC5,506$342K0.7%N/A0.021%
5/13/2025GKV Capital Management Co. Inc.18,676$1.16M1.0%N/A0.073%
5/13/2025Anfield Capital Management LLC96,473$6.00M2.2%N/A0.376%
5/13/2025HighTower Advisors LLC3,579$222K0.0%+14.7%0.014%
5/12/2025Maia Wealth LLC3,555$207K0.0%N/A0.014%
5/12/2025Independent Advisor Alliance5,228$325K0.0%N/A0.020%
5/9/2025Charles Schwab Investment Management Inc.441,076$27.42M0.0%-6.1%1.720%
5/9/2025Wealthspire Advisors LLC7,127$443K0.0%-11.5%0.028%
5/9/2025Atria Wealth Solutions Inc.6,203$386K0.0%+15.8%0.024%
5/9/2025Thoroughbred Financial Services LLC33,937$2.11M0.1%+939.1%0.132%
5/9/2025Wade Financial Advisory Inc57,191$3.56M1.2%-2.0%0.223%
5/9/2025 Blair William & Co. IL6,236$388K0.0%-5.9%0.024%
5/8/2025Clearwater Capital Advisors LLC458,173$28.48M2.8%+2.4%1.697%
5/8/2025 US Bancorp DE24,484$1.52M0.0%-2.3%0.091%
5/8/2025Foster & Motley Inc.12,094$752K0.0%-13.7%0.045%
5/8/2025Cozad Asset Management Inc.61,459$3.82M0.4%+5.1%0.228%
5/7/2025Foundations Investment Advisors LLC256,326$15.93M0.3%N/A0.949%
5/7/2025Atlas Legacy Advisors LLC9,779$632K0.2%-6.3%0.036%
5/7/2025Vantage Financial Partners LLC10,939$680K0.2%+131.0%0.041%
5/7/2025LPL Financial LLC630,872$39.22M0.0%+31.0%2.337%
5/7/2025Denver PWM LLC125,466$7.80M2.8%+10.1%0.465%
5/6/2025Westover Capital Advisors LLC20,351$1.27M0.3%-1.7%0.075%
5/6/2025Cetera Investment Advisers233,342$14.51M0.0%+18.1%0.864%
5/6/2025Brookwood Investment Group LLC4,881$303K0.1%N/A0.018%
5/6/2025Landmark Wealth Management Inc.26,190$1.63M0.8%-81.2%0.097%
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5/6/2025Guidance Capital Inc.11,161$702K0.2%+64.6%0.041%
5/6/2025Choreo LLC7,613$473K0.0%-5.4%0.028%
5/5/2025J.W. Cole Advisors Inc.21,758$1.35M0.0%+12.4%0.081%
5/5/2025BKM Wealth Management LLC28,371$1.76M0.7%-4.5%0.105%
5/5/2025Private Advisor Group LLC182,566$11.35M0.1%-3.9%0.676%
5/2/2025Kingsview Wealth Management LLC14,733$916K0.0%-3.4%0.055%
5/2/2025Apollon Financial LLC56,464$3.51M0.8%-1.7%0.209%
5/2/2025Apollon Wealth Management LLC5,157$321K0.0%-3.7%0.019%
5/2/2025Sigma Planning Corp6,215$386K0.0%N/A0.023%
5/1/2025CWM LLC22,690$1.41M0.0%-3.6%0.084%
(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, 200 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 ($228.93M), Strategic Financial Services Inc. ($224.21M), Wells Fargo & Company MN ($109.72M), Ameriprise Financial Inc. ($71.31M), Acropolis Investment Management LLC ($59.18M), LPL Financial LLC ($39.22M), and Financial Management Professionals Inc. ($35.39M).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 172 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. ($527.10K), 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 Maltin Wealth Management Inc. ($320.55K).

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

Institutional investors have bought a total of 6,643,434 shares in the last 24 months. This purchase volume represents approximately $430.97M in transactions.

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

Of the 74 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. ($121.29K), Strategic Financial Services Inc. ($113.24K), Integrated Wealth Concepts LLC ($107.53K), Envestnet Asset Management Inc. ($87.85K), Ullmann Wealth Partners Group LLC ($58.01K), Charles Schwab Investment Management Inc. ($28.42K), and Valmark Advisers Inc. ($27.56K).

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

Institutional investors have sold a total of 856,278 shares in the last 24 months. This volume of shares sold represents approximately $55.95M in transactions.



This page (NYSEARCA:SMLF) was last updated on 7/25/2025 by MarketBeat.com Staff
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