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

iShares U.S. Small Cap Equity Factor ETF logo
$83.31 +1.16 (+1.41%)
As of 04:10 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)
180
Total
Institutional Inflows
(last 12 months)
$880.29M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$96.47M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/5/2026 Sigma Planning Corp10,830$818K0.0%+19.9%0.025%
5/4/2026 Procyon Advisors LLC4,750$359K0.0%N/A0.011%
5/2/2026 International Assets Investment Management LLC862$66K0.0%+212.3%0.002%
5/2/2026 Valmark Advisers Inc.1,334,635$100.75M1.2%+10.2%3.026%
5/2/2026 Pittenger & Anderson Inc.326$25K0.0%N/A0.001%
5/1/2026 Citizens Financial Group Inc. RI10,359$782K0.0%+1.7%0.023%
5/1/2026 Fifth Third Bancorp3,974$300K0.0%+3,239.5%0.009%
5/1/2026 Beirne Wealth Consulting Services LLC59,996$4.53M1.3%-3.9%0.136%
4/30/2026 Kestra Advisory Services LLC79,460$6.00M0.0%+35.7%0.181%
4/29/2026 KERR FINANCIAL PLANNING Corp656$53K0.1%-27.7%0.001%
4/29/2026 Advance Capital Management Inc.1,545,786$116.69M4.4%N/A3.513%
4/28/2026 Ascentis Independent Advisors6,172$466K0.0%-6.3%0.014%
4/27/2026 Private Advisor Group LLC274,728$20.74M0.1%+1.2%0.626%
4/24/2026 Williams Financial LLC48,526$3.66M2.1%-0.3%0.111%
4/24/2026 Flagship Private Wealth LLC44,812$3.38M1.4%-6.7%0.102%
4/23/2026 Premier Path Wealth Partners LLC33,065$2.50M0.3%-11.9%0.075%
4/23/2026 Apollon Financial LLC48,548$3.67M0.5%-4.7%0.111%
4/23/2026 Apollon Wealth Management LLC5,616$424K0.0%+11.5%0.013%
4/22/2026 DDFG Inc86,319$6.52M1.4%+0.9%0.197%
4/22/2026 Janney Montgomery Scott LLC160,575$12.12M0.0%-2.9%0.366%
4/22/2026 BKM Wealth Management LLC8,805$665K0.2%-8.9%0.020%
4/22/2026 Harbor Asset Planning Inc.34,167$2.58M2.2%-4.9%0.078%
4/22/2026 Systelligence LLC217,574$16.43M3.2%+32.5%0.496%
4/22/2026 Lewis Asset Management LLC4,637$350K0.1%N/A0.011%
4/21/2026 Foster & Motley Inc.9,559$722K0.0%-6.3%0.022%
4/20/2026 Tranquility Partners LLC3,759$284K0.1%-4.2%0.009%
4/18/2026 CENTRAL TRUST Co1,991$150K0.0%-24.2%0.005%
4/18/2026 Cora Capital Advisors LLC89,134$6.73M2.2%+0.4%0.203%
4/17/2026 Signal Advisors Wealth LLC23,268$1.76M0.1%N/A0.053%
4/17/2026 AdvisorNet Financial Inc548$41K0.0%-74.0%0.001%
4/17/2026 Bell Investment Advisors Inc1,667$126K0.0%-28.1%0.004%
4/17/2026 Capital Advisors Ltd. LLC9,996$755K0.1%+10.0%0.023%
4/16/2026 Evolve 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%
2/19/2026 Axxcess 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%
2/18/2026 Evolve Private Wealth LLC149,061$11.16M0.7%N/A0.353%
2/17/2026Cetera Investment Advisers665,082$49.80M0.1%+27.4%1.576%
2/17/2026Equitable Holdings Inc.61,925$4.64M0.0%+7.1%0.147%
2/17/2026GeoWealth Management LLC74,419$5.57M0.2%-3.8%0.176%
2/17/2026Osaic Holdings Inc.288,013$21.57M0.0%+16.7%0.682%
2/17/2026Advisory Services Network LLC18,011$1.35M0.0%+38.6%0.043%
2/17/2026 Private Advisor Group LLC271,488$20.33M0.1%+1.4%0.643%
2/17/2026 Seneca House Advisors98,374$7.37M2.8%N/A0.233%
2/17/2026&PARTNERS25,497$1.91M0.0%+773.2%0.060%
2/17/2026Royal Bank of Canada49,269$3.69M0.0%+17.4%0.117%
2/17/2026Harborfront Financial Group LLC4,066$304K2.3%N/A0.010%
2/16/2026 MML Investors Services LLC157,413$11.79M0.0%+13.3%0.373%
2/16/2026Mariner LLC45,708$3.42M0.0%+22.3%0.108%
2/16/2026Focus Partners Wealth300,548$22.51M0.0%-1.2%0.712%
2/16/2026Arax Advisory Partners2,709$203K0.0%N/A0.006%
2/13/2026 Kestra Advisory Services LLC58,567$4.39M0.0%+5.7%0.139%
2/13/2026River Wealth Advisors LLC360,566$27.00M3.0%+5.0%0.854%
2/13/2026Focused Alpha LLC3,207$240K0.1%N/A0.008%
2/13/2026Arkadios Wealth Advisors3,573$268K0.0%+4.0%0.008%
2/13/2026Integrated Wealth Concepts LLC8,304$622K0.0%-94.0%0.020%
2/13/2026Charles Schwab Investment Management Inc.424,888$31.82M0.0%-3.5%1.007%
2/13/2026Wells Fargo & Company MN2,328,943$174.39M0.0%+6.2%5.519%
2/12/2026Jane Street Group LLC16,843$1.26M0.0%N/A0.040%
2/12/2026Insigneo Advisory Services LLC2,685$201K0.0%N/A0.006%
2/12/2026 Reston Wealth Management LLC261,813$19.61M6.0%+0.8%0.620%
2/12/2026 Commonwealth Equity Services LLC230,211$17.24M0.0%+11.7%0.546%
2/12/2026Steward Partners Investment Advisory LLC72,366$5.42M0.0%+1.4%0.171%
2/12/2026Brown Brothers Harriman & Co.4,533$339K0.0%+27.2%0.011%
2/12/2026 Hibernia Wealth Partners LLC23,003$1.72M0.5%+154.3%0.055%
2/12/2026Principal Securities Inc.29,561$2.21M0.0%+10.9%0.070%
2/12/2026Founders Financial Alliance LLC502$38K0.0%-28.4%0.001%
2/12/2026 Ullmann Wealth Partners Group LLC438,052$32.50M3.4%-8.3%1.038%
2/12/2026Wescott Financial Advisory Group LLC4,575$343K0.0%-4.2%0.011%
2/11/2026GWN Securities Inc.3,091$231K0.0%-8.3%0.007%
2/11/2026 Janney Montgomery Scott LLC165,369$12.38M0.0%+11.2%0.392%
2/11/2026Capital Analysts LLC44,282$3.32M0.1%+202.4%0.105%
2/11/2026Cerity Partners LLC73,668$5.52M0.0%-1.1%0.175%
2/11/2026LPL Financial LLC1,388,541$103.97M0.0%+17.6%3.290%
2/11/2026O Shaughnessy Asset Management LLC5,581$418K0.0%+7.7%0.013%
2/11/2026JPMorgan Chase & Co.126,311$9.46M0.0%-0.6%0.299%
2/11/2026Mascagni Wealth Management Inc.3,752$281K0.2%-3.3%0.009%
2/11/2026Wharton Business Group LLC21,730$1.63M0.1%-1.8%0.051%
2/11/2026 FLC Capital Advisors99,179$7.43M1.4%N/A0.235%
2/11/2026Vista Cima Wealth Management LLC63,393$4.75M4.0%+2.9%0.150%
2/10/2026WCG Wealth Advisors LLC146,340$10.96M0.3%+5.8%0.347%
2/10/2026Peapack Gladstone Financial Corp142,175$10.65M0.1%+58.7%0.337%
2/10/2026Redwood Financial Network Corp10,430$781K0.5%+28.4%0.025%
2/10/2026 Madison Wealth Partners Inc303,766$22.75M4.2%N/A0.720%
2/10/2026Northwestern Mutual Wealth Management Co.214,142$16.04M0.0%+1.2%0.507%
2/10/2026Foundations Investment Advisors LLC237,289$17.77M0.2%-1.9%0.562%
2/10/2026IFG Advisory LLC3,890$291K0.0%+21.0%0.009%
2/10/2026Thoroughbred Financial Services LLC42,794$3.20M0.2%+11.0%0.101%
2/9/2026Strategic Financial Services Inc.3,810,840$302.96M14.1%+1.8%9.030%
2/9/2026Integrity Alliance LLC.239,900$17.96M0.7%-1.0%0.568%
2/9/2026Integrity Advisory Solutions LLC11,351$850K0.1%+18.9%0.027%
2/9/2026Family Office Research LLC203,079$15.42M6.3%+1.2%0.481%
2/9/2026Harbour Investments Inc.928$69K0.0%+319.9%0.002%


SMLF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMLF shares?

During the previous two years, 255 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. ($302.96M), 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 ($72.53M).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 224 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), Valmark Advisers Inc. ($1.36M), Ameriprise Financial Inc. ($1.21M), HighTower Advisors LLC ($550.51K), Bank of America Corp DE ($514.85K), Charles Schwab Investment Management Inc. ($469.50K), and Cetera Investment Advisers ($421.87K).

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

Institutional investors have bought a total of 12,236,129 shares in the last 24 months. This purchase volume represents approximately $880.29M in transactions.

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

Of the 84 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: Integrated Wealth Concepts LLC ($174.69K), Landmark Wealth Management Inc. ($127.23K), Ullmann Wealth Partners Group LLC ($123.46K), Integrity Alliance LLC. ($122.57K), Jane Street Group LLC ($105.22K), Journey Advisory Group LLC ($101.21K), and Envestnet Asset Management Inc. ($96.68K).

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

Institutional investors have sold a total of 1,368,738 shares in the last 24 months. This volume of shares sold represents approximately $96.47M in transactions.


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This page (NYSEARCA:SMLF) was last updated on 5/5/2026 by MarketBeat.com Staff.
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