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

iShares U.S. Small Cap Equity Factor ETF logo
$84.90 -0.09 (-0.11%)
Closing price 04:10 PM Eastern
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$84.88 -0.02 (-0.03%)
As of 07:30 PM Eastern
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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)
176
Total
Institutional Inflows
(last 12 months)
$793.93M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$118.00M
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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
10/13/2026JGP Wealth Management LLC4,331$362K0.0%-73.5%0.009%
10/9/2026Sound Income Strategies LLC183,849$15.59M0.4%N/A0.380%
10/9/2026LifeGoal Investments LLC7,956$665K0.2%-1.9%0.016%
10/9/2026Acropolis Investment Management LLC980,722$81.95M3.3%N/A2.026%
10/8/2026Farther Finance Advisors LLC56,683$4.74M0.0%-4.6%0.117%
10/8/2026YHB Investment Advisors Inc.229,923$19.21M1.2%N/A0.475%
10/7/2026Cassilly Financial Group LLC12,275$1.03M0.7%+3.2%0.025%
10/7/2026Wealth Enhancement Trust Services Inc.94,299$7.88M0.8%-17.7%0.195%
10/7/2026Weaver Consulting Group5,160$431K0.1%+53.9%0.011%
10/2/2026 Polaris Financial Partners616$51K0.0%N/A0.001%
10/1/2026 Stonebridge Financial Group LLC65,813$5.50M0.4%+1,106.3%0.136%
9/23/2026Envestnet Portfolio Solutions Inc.2,271$202K0.0%N/A0.005%
9/23/2026Envestnet Asset Management Inc.89,234$7.95M0.0%+24.1%0.177%
9/9/2026Capital Analysts LLC38,461$3.43M0.1%+1.1%0.081%
9/9/2026Integrated Wealth Concepts LLC136,088$12.13M0.1%+0.1%0.287%
9/9/2026NewEdge Advisors LLC43,421$3.87M0.0%-3.7%0.091%
8/24/2026Strategic Financial Services Inc.3,777,784$336.75M14.8%-1.5%7.953%
8/23/2026Endeavor Private Wealth Inc.2,265$202K0.0%N/A0.005%
8/23/2026HB Wealth Management LLC2,390$213K0.0%N/A0.005%
8/23/2026Fortitude Advisory Group L.L.C.3,104$277K0.1%N/A0.007%
8/22/2026Cassilly Financial Group LLC11,893$1.06M0.8%+3.3%0.025%
8/22/2026Premier Path Wealth Partners LLC38,133$3.40M0.4%+15.3%0.080%
8/22/2026Concurrent Investment Advisors LLC3,442$307K0.0%N/A0.007%
8/21/2026Integrity Financial Corp WA596$53K0.0%N/A0.001%
8/21/2026Williams Financial LLC50,761$4.53M2.3%+4.6%0.107%
8/21/2026XML Financial LLC21,422$1.91M0.1%N/A0.045%
8/21/2026Triumph Capital Management578$47K0.0%+138.8%0.001%
8/20/2026Denver PWM LLC106,982$9.70M2.7%+3.1%0.225%
8/20/2026JNBA Financial Advisors1,615$144K0.0%N/A0.003%
7/10/2026Annex Advisory Services LLC625,277$55.74M1.0%+11.5%1.329%
7/10/2026Redhawk Wealth Advisors Inc.93,331$8.32M0.8%+227.4%0.198%
7/10/2026Wealthcare Advisory Partners LLC87,399$7.79M0.1%+2.5%0.186%
7/9/2026Financial Management Professionals Inc.474,926$42.33M4.0%-9.2%1.009%
7/9/2026Focus Financial Network Inc.2,503$223K0.0%N/A0.005%
7/8/2026Thayer Financial L.L.C.10,292$917K0.8%-2.7%0.022%
7/8/2026LifeGoal Investments LLC8,110$723K0.3%-3.5%0.017%
7/7/2026Dynamic Advisor Solutions LLC5,150$459K0.0%+9.8%0.011%
7/6/2026 Stonebridge Financial Group LLC5,456$486K0.0%N/A0.012%
6/3/2026NewEdge Advisors LLC45,069$3.40M0.0%+73.6%0.102%
5/28/2026Cozad Asset Management Inc.114,953$8.68M0.7%+13.0%0.261%
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5/19/2026Western Wealth Management LLC622$47K0.0%N/A0.001%
5/19/2026Mascagni Wealth Management Inc.4,859$367K0.3%+29.5%0.011%
5/19/2026Bank of America Corp DE1,002,137$75.65M0.0%-41.5%2.272%
5/19/2026Arkadios Wealth Advisors3,749$283K0.0%+4.9%0.009%
5/18/2026Royal Bank of Canada52,539$3.97M0.0%+6.6%0.119%
5/14/2026Compound Planning Inc.3,613$273K0.0%N/A0.008%
5/14/2026Modern Wealth Management LLC733,974$55.81M1.0%+45.1%1.664%
5/13/2026Cetera Investment Advisers753,749$56.90M0.1%+13.3%1.709%
5/13/2026Dynamic Wealth Strategies LLC22,314$1.68M1.0%+1.6%0.051%
5/13/2026Clearwater Capital Advisors LLC479,209$36.18M2.9%+2.4%1.087%
5/13/2026NewEdge Wealth LLC3,851$291K0.0%N/A0.009%
5/8/2026Fox Financial Inc283,376$21.39M17.5%+0.4%0.643%
5/7/2026Ascent Wealth Partners LLC42,316$3.19M0.4%+289.3%0.096%
5/6/2026Frontier Asset Management LLC23,836$1.80M0.4%N/A0.054%
5/6/2026Cornerstone Planning Group LLC471,147$39.25M5.4%+8.7%1.068%
5/5/2026D.A. Davidson & CO.84,557$6.38M0.0%+2.0%0.192%
5/5/2026Journey Advisory Group LLC5,077$383K0.0%-47.7%0.012%
5/5/2026Geneos Wealth Management Inc.180,534$13.63M0.3%+13.7%0.409%
5/5/2026Sigma Planning Corp10,830$818K0.0%+19.9%0.025%
5/4/2026Procyon Advisors LLC4,750$359K0.0%N/A0.011%
5/2/2026International Assets Investment Management LLC862$66K0.0%+212.3%0.002%
5/2/2026Valmark Advisers Inc.1,334,635$100.75M1.2%+10.2%3.026%
5/2/2026Pittenger & Anderson Inc.326$25K0.0%N/A0.001%
5/1/2026Citizens Financial Group Inc. RI10,359$782K0.0%+1.7%0.023%
5/1/2026Fifth Third Bancorp3,974$300K0.0%+3,239.5%0.009%
5/1/2026Beirne Wealth Consulting Services LLC59,996$4.53M1.3%-3.9%0.136%
4/30/2026Kestra Advisory Services LLC79,460$6.00M0.0%+35.7%0.181%
4/29/2026KERR FINANCIAL PLANNING Corp656$53K0.1%-27.7%0.001%
4/29/2026Advance Capital Management Inc.1,545,786$116.69M4.4%N/A3.513%
4/28/2026Ascentis Independent Advisors6,172$466K0.0%-6.3%0.014%
4/27/2026Private Advisor Group LLC274,728$20.74M0.1%+1.2%0.626%
4/24/2026Williams Financial LLC48,526$3.66M2.1%-0.3%0.111%
4/24/2026Flagship Private Wealth LLC44,812$3.38M1.4%-6.7%0.102%
4/23/2026Premier Path Wealth Partners LLC33,065$2.50M0.3%-11.9%0.075%
4/23/2026Apollon Financial LLC48,548$3.67M0.5%-4.7%0.111%
4/23/2026Apollon Wealth Management LLC5,616$424K0.0%+11.5%0.013%
4/22/2026DDFG Inc86,319$6.52M1.4%+0.9%0.197%
4/22/2026Janney Montgomery Scott LLC160,575$12.12M0.0%-2.9%0.366%
4/22/2026BKM Wealth Management LLC8,805$665K0.2%-8.9%0.020%
4/22/2026Harbor Asset Planning Inc.34,167$2.58M2.2%-4.9%0.078%
4/22/2026Systelligence LLC217,574$16.43M3.2%+32.5%0.496%
4/22/2026Lewis Asset Management LLC4,637$350K0.1%N/A0.011%
4/21/2026Foster & Motley Inc.9,559$722K0.0%-6.3%0.022%
4/20/2026Tranquility Partners LLC3,759$284K0.1%-4.2%0.009%
4/18/2026CENTRAL TRUST Co1,991$150K0.0%-24.2%0.005%
4/18/2026Cora Capital Advisors LLC89,134$6.73M2.2%+0.4%0.203%
4/17/2026Signal Advisors Wealth LLC23,268$1.76M0.1%N/A0.053%
4/17/2026AdvisorNet Financial Inc548$41K0.0%-74.0%0.001%
4/17/2026Bell Investment Advisors Inc1,667$126K0.0%-28.1%0.004%
4/17/2026Capital Advisors Ltd. LLC9,996$755K0.1%+10.0%0.023%
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4/16/2026Evolve Private Wealth LLC146,252$11.04M0.6%-1.9%0.334%
3/17/2026Rockefeller Capital Management L.P.1,030$77K0.0%+450.8%0.002%
2/20/2026Sunbelt Securities Inc.767$57K0.0%-33.1%0.002%
2/20/2026Talisman Wealth Advisors LLC21,539$1.62M1.2%+41.5%0.051%
2/19/2026BFI Wealth Solutions LLC28,150$2.11M2.0%N/A0.067%
2/19/2026Axxcess Wealth Management LLC11,925$893K0.0%N/A0.028%
2/18/2026Mercer Global Advisors Inc. ADV164,091$12.29M0.0%-7.4%0.389%
2/18/2026Beacon Pointe Advisors LLC147,867$11.07M0.1%-4.7%0.350%
2/18/2026NewEdge Advisors LLC25,960$1.94M0.0%+108.6%0.062%
2/18/2026Evolve Private Wealth LLC149,061$11.16M0.7%N/A0.353%


SMLF Institutional Ownership - Frequently Asked Questions

During the previous two years, 265 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. ($336.75M), Wells Fargo & Company MN ($174.39M), Ameriprise Financial Inc. ($135.77M), Advance Capital Management Inc. ($116.69M), LPL Financial LLC ($103.97M), Valmark Advisers Inc. ($100.75M), and Acropolis Investment Management LLC ($81.95M).Learn more on iShares U.S. Small Cap Equity Factor ETF's institutional investors.

Of the 233 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: Advance Capital Management Inc. ($1.55M), Ameriprise Financial Inc. ($1.21M), Acropolis Investment Management LLC ($1.18M), Valmark Advisers Inc. ($1.00M), Modern Wealth Management LLC ($585.57K), HighTower Advisors LLC ($550.51K), and Bank of America Corp DE ($514.85K).

Institutional investors have bought a total of 10,400,367 shares in the last 24 months. This purchase volume represents approximately $793.93M in transactions.

Of the 71 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: Bank of America Corp DE ($712.22K), Integrated Wealth Concepts LLC ($131.62K), Envestnet Asset Management Inc. ($96.68K), Journey Advisory Group LLC ($80.03K), Ullmann Wealth Partners Group LLC ($72.01K), Financial Management Professionals Inc. ($61.53K), and Strategic Financial Services Inc. ($58.66K).

Institutional investors have sold a total of 1,546,597 shares in the last 24 months. This volume of shares sold represents approximately $118.00M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SMLF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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