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

iShares U.S. Small Cap Equity Factor ETF logo
$69.31 +0.71 (+1.03%)
As of 07/2/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
132
Total
Institutional Inflows
(last 12 months)
$427.43M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$73.51M
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SMLF Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
5/16/2025Plancorp 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%
5/9/2025Blair William & Co. IL6,236$388K0.0%-5.9%0.024%
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5/8/2025Clearwater Capital Advisors LLC458,173$28.48M2.8%+2.4%1.697%
5/8/2025US 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%
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%
5/1/2025Beirne Wealth Consulting Services LLC58,859$3.66M1.3%-7.2%0.218%
4/30/2025Weil Company Inc.21,502$1.34M0.4%+225.5%0.080%
4/30/2025Cerity Partners LLC75,477$4.69M0.0%-1.5%0.280%
4/30/2025Phillips Financial Management LLC59,488$3.70M0.3%-8.5%0.220%
4/30/2025Cornerstone Planning Group LLC399,823$23.68M5.7%+7.6%1.481%
4/30/2025Aspen Wealth Strategies LLC65,200$4.05M2.7%N/A0.241%
4/30/2025Stratos Wealth Partners LTD.144,217$8.97M0.1%+110.8%0.534%
4/30/2025Brown Advisory Inc.16,792$1.04M0.0%-2.2%0.062%
4/29/2025Envestnet Asset Management Inc.152,441$9.48M0.0%-14.6%0.565%
4/29/2025Olde Wealth Management LLC566$35K0.0%N/A0.002%
4/29/2025OneDigital Investment Advisors LLC6,663$414K0.0%-4.3%0.025%
4/29/2025Aurora Private Wealth Inc.4,490$279K0.1%N/A0.017%
4/28/2025D.A. Davidson & CO.54,637$3.40M0.0%+12.9%0.202%
4/25/2025Avidian Wealth Enterprises LLC6,458$401K0.0%+39.5%0.024%
4/24/2025Reston Wealth Management LLC253,513$15.76M6.4%+1.6%0.939%
4/24/2025Bartlett & CO. Wealth Management LLC1,418$88K0.0%N/A0.005%
4/24/2025Tranquility Partners LLC3,924$244K0.1%-5.1%0.015%
4/23/2025Perigon Wealth Management LLC25,087$1.56M0.0%+27.2%0.093%
4/23/2025Aurora Private Wealth Inc.279,098$17.35M0.5%N/A1.034%
4/23/2025Spire Wealth Management454$28K0.0%N/A0.002%
4/23/2025Golden State Equity Partners6,159$383K0.1%N/A0.023%
4/23/2025Mascagni Wealth Management Inc.8,047$543K0.5%-40.9%0.030%
4/23/2025Valmark Advisers Inc.365,590$22.73M0.3%+9.4%1.354%
4/22/2025FMA Wealth Management LLC75,127$5.01M3.8%-0.2%0.278%
4/22/2025Veridan Wealth LLC3,726$232K0.1%-17.0%0.014%
4/21/2025LifeGoal Wealth Advisors31,448$1.96M2.1%-19.1%0.116%
4/21/2025Premier Path Wealth Partners LLC36,424$2.26M0.4%+2.1%0.135%
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4/21/2025Fox Financial Inc282,329$17.55M16.5%+1.2%1.046%
4/17/2025Searcy Financial Services Inc. ADV362,787$22.55M9.8%+2.9%1.344%
4/17/2025QRG Capital Management Inc.8,131$505K0.0%-21.8%0.030%
4/17/2025GEM Asset Management LLC66,970$4.18M2.3%-5.4%0.248%
4/17/2025Cyndeo Wealth Partners LLC20,537$1.28M0.1%+20.5%0.076%
4/17/2025Acropolis Investment Management LLC837,350$52.05M3.1%+4.6%3.101%
4/17/2025Exchange Traded Concepts LLC177,718$11.05M0.2%+27.1%0.658%
4/16/2025Wealth Enhancement Advisory Services LLC27,231$1.69M0.0%+130.0%0.098%
4/15/2025Capital Advisors Ltd. LLC9,229$574K0.1%+3.4%0.033%
4/14/2025Park Avenue Securities LLC5,289$329K0.0%-9.0%0.019%
(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, 192 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 ($52.05M), LPL Financial LLC ($39.22M), and Ullmann Wealth Partners Group LLC ($34.90M).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 164 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: Maltin Wealth Management Inc. ($641.10K), 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. ($393.15K), and Searcy Financial Services Inc. ADV ($357.97K).

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

Institutional investors have bought a total of 6,642,767 shares in the last 24 months. This purchase volume represents approximately $427.43M in transactions.

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

Of the 70 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: CWM LLC ($361.83K), Landmark Wealth Management Inc. ($121.29K), Strategic Financial Services Inc. ($113.24K), Integrated Wealth Concepts LLC ($107.53K), Envestnet Asset Management Inc. ($87.85K), 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 1,152,125 shares in the last 24 months. This volume of shares sold represents approximately $73.51M in transactions.


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This page (NYSEARCA:SMLF) was last updated on 7/3/2025 by MarketBeat.com Staff
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