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

iShares U.S. Small Cap Equity Factor ETF logo
$88.09 0.00 (0.00%)
As of 07/2/2026 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)
175
Total
Institutional Inflows
(last 12 months)
$818.41M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$137.07M
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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
6/3/2026NewEdge 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%
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%
4/29/2026 KERR 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%
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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%
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%
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%
2/17/2026Private Advisor Group LLC271,488$20.33M0.1%+1.4%0.643%
2/17/2026Seneca 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%
2/16/2026MML 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%
2/13/2026Kestra 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%
2/12/2026Reston Wealth Management LLC261,813$19.61M6.0%+0.8%0.620%
2/12/2026Commonwealth 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%
2/12/2026Hibernia Wealth Partners LLC23,003$1.72M0.5%+154.3%0.055%
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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%
2/12/2026Ullmann 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%
2/11/2026Janney 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%


SMLF Institutional Ownership - Frequently Asked Questions

During the previous two years, 257 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 Bank of America Corp DE ($75.65M).Learn more on iShares U.S. Small Cap Equity Factor ETF's institutional investors.

Of the 225 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), Modern Wealth Management LLC ($585.57K), HighTower Advisors LLC ($550.51K), Bank of America Corp DE ($514.85K), and Charles Schwab Investment Management Inc. ($469.50K).

Institutional investors have bought a total of 11,139,895 shares in the last 24 months. This purchase volume represents approximately $818.41M in transactions.

Of the 81 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), 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).

Institutional investors have sold a total of 1,869,158 shares in the last 24 months. This volume of shares sold represents approximately $137.07M in transactions.


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This page (NYSEARCA:SMLF) was last updated on 7/5/2026 by MarketBeat.com Staff.
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