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

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+0.93 (+1.56%)
(As of 04/23/2024 ET)
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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)
64
Total
Institutional Inflows
(last 12 months)
$109.37M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$623.52M
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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
4/22/2024Edge Financial Advisors LLC5,072$322K0.3%N/A0.031%
4/18/2024Capital Advisors Ltd. LLC8,099$515K0.1%-6.3%0.050%
4/18/2024BKM Wealth Management LLC26,102$1.66M0.7%-4.3%0.162%
4/18/2024Diversified Trust Co7,193$457K0.0%N/A0.045%
4/17/2024Trilogy Capital Inc.7,762$494K0.0%-48.5%0.048%
4/16/2024Financial Management Professionals Inc.459,317$29.20M4.3%+3.1%2.844%
4/16/2024Wealth Enhancement Advisory Services LLC10,602$674K0.0%-3.3%0.066%
4/15/2024Brookstone Capital Management19,874$1.26M0.0%N/A0.123%
4/10/2024 Park Avenue Securities LLC4,559$290K0.0%+4.4%0.032%
2/14/2024Wescott Financial Advisory Group LLC18,200$1.07M0.2%-10.5%0.126%
2/12/2024Brown Brothers Harriman & Co.22,493$1.32M0.0%-0.9%0.156%
2/12/2024Glassman Wealth Services485$29K0.0%-67.5%0.003%
2/9/2024Sepio Capital LP19,194$1.13M0.1%-14.2%0.133%
2/9/2024FMA Wealth Management LLC27,181$1.60M1.5%N/A0.189%
2/9/2024Wade Financial Advisory Inc88,711$5.22M2.0%-12.9%0.616%
2/9/2024US Bancorp DE26,792$1.58M0.0%-10.4%0.186%
2/9/2024D.A. Davidson & CO.43,229$2.54M0.0%+5.9%0.300%
2/9/2024Wells Fargo & Company MN1,123,867$66.11M0.0%+3.2%7.805%
2/9/2024UBS Group AG169,056$9.94M0.0%+1.3%1.174%
2/8/2024Kingsview Wealth Management LLC40,093$2.36M0.1%+113.9%0.278%
2/8/2024Strategic Financial Services Inc 3,892,016$228.93M16.1%+0.4%27.028%
2/7/2024QRG Capital Management Inc.28,099$1.65M0.0%-23.2%0.195%
2/7/2024Wealthspire Advisors LLC10,600$623K0.0%-7.5%0.074%
2/7/2024Clearwater Capital Advisors LLC460,400$27.08M3.0%+0.9%3.197%
2/7/2024Bogart Wealth LLC1,001$59K0.0%+66.6%0.007%
2/6/2024Apollon Wealth Management LLC8,913$524K0.0%+26.4%0.062%
2/6/2024Private Advisor Group LLC11,622$684K0.0%-1.9%0.081%
2/6/2024 Signature Resources Capital Management LLC548$32K0.0%N/A0.004%
2/6/2024Westover Capital Advisors LLC20,184$1.19M0.4%N/A0.140%
2/5/2024First Ascent Asset Management LLC95,441$5.61M0.6%+4.5%0.663%
2/5/2024Cozad Asset Management Inc.39,376$2.32M0.3%+14.4%0.273%
2/5/2024Choreo LLC9,256$544K0.0%-28.3%0.064%
2/5/2024Cora Capital Advisors LLC76,339$4.49M2.6%+6.0%0.530%
2/5/2024DDFG Inc60,142$3.54M1.2%-0.5%0.418%
2/2/2024Addison Advisors LLC95,342$5.61M2.2%-1.2%0.662%
2/2/2024Atria Wealth Solutions Inc.3,713$218K0.0%N/A0.026%
2/2/2024Capital Advisors Ltd. LLC8,647$509K0.1%-17.7%0.060%
2/1/2024Parkside Financial Bank & Trust35,633$2.10M0.4%+37.2%0.247%
2/1/2024Foster & Motley Inc.20,518$1.21M0.1%-1.6%0.142%
2/1/2024 CWM LLC430,304$25.31M0.1%-14.2%2.988%
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1/31/2024J.W. Cole Advisors Inc.10,868$639K0.0%+7.8%0.075%
1/31/2024Tranquility Partners LLC5,527$325K0.1%-4.0%0.038%
1/30/2024Ergawealth Advisors Inc.9,038$532K0.3%-2.1%0.063%
1/29/2024ORG Partners LLC1,496$88K0.0%N/A0.010%
1/29/2024Signature Estate & Investment Advisors LLC20,889$1.23M0.0%+3.0%0.145%
1/26/2024Cerity Partners LLC96,317$5.67M0.0%+7.7%0.669%
1/25/2024Phillips Financial Management LLC97,089$5.71M0.5%-11.0%0.674%
1/24/2024Allworth Financial LP6,077$357K0.0%-10.9%0.042%
1/19/2024Hibernia Wealth Partners LLC8,600$506K0.4%-4.2%0.060%
1/18/2024Well Done LLC3,664$216K0.0%N/A0.025%
1/16/2024Acropolis Investment Management LLC662,796$39.45M2.7%+5.8%4.603%
1/12/2024Premier Path Wealth Partners LLC25,643$1.53M0.3%N/A0.178%
1/12/2024Cedar Brook Financial Partners LLC19,522$1.12M0.2%+2.1%0.136%
1/12/2024Financial Management Professionals Inc.445,697$26.22M4.3%+0.5%3.095%
1/12/2024Trilogy Capital Inc.15,066$886K0.1%N/A0.105%
1/11/2024Ullmann Wealth Partners Group LLC493,027$29M4.7%+5.8%3.424%
1/11/2024BKM Wealth Management LLC27,275$1.60M0.1%N/A0.189%
1/11/2024BKM Wealth Management LLC27,275$1.60M0.1%N/A0.189%
1/10/2024Cornerstone Wealth Management LLC3,565$210K0.0%N/A0.025%
11/15/2023Integrated Wealth Concepts LLC449,195$23.24M0.4%-9.4%3.119%
11/15/2023Mercer Global Advisors Inc. ADV421,749$21.82M0.1%-82.2%2.929%
11/14/2023Parkside Financial Bank & Trust25,972$1.34M0.3%+2,110.4%0.180%
11/13/2023Mariner LLC10,251$530K0.0%N/A0.071%
11/13/2023Envestnet Asset Management Inc.290,069$15.01M0.0%-87.2%2.014%
11/13/2023QRG Capital Management Inc.36,592$1.89M0.0%N/A0.254%
11/9/2023Phillips Financial Management LLC109,094$5.64M0.5%-16.8%0.758%
11/9/2023Wescott Financial Advisory Group LLC20,329$1.05M0.2%+3.9%0.141%
11/9/2023UBS Group AG166,813$8.63M0.0%-0.3%1.158%
11/9/2023Howe & Rusling Inc.809$42K0.0%N/A0.006%
11/8/2023Choreo LLC12,912$671K0.0%-51.8%0.090%
11/8/2023D.A. Davidson & CO.40,803$2.11M0.0%+5.5%0.283%
11/8/2023First Ascent Asset Management LLC91,319$4.72M0.6%+12.5%0.634%
11/8/2023Avantax Advisory Services Inc.5,074$262K0.0%-65.3%0.035%
11/7/2023Kingsview Wealth Management LLC18,742$970K0.0%+4.2%0.130%
11/7/2023SouthState Corp675$35K0.0%-58.7%0.005%
11/7/2023Executive Wealth Management LLC6,118$317K0.0%N/A0.042%
11/7/2023Addison Advisors LLC96,504$4.99M2.3%-1.9%0.670%
11/6/2023Wealthspire Advisors LLC11,458$593K0.0%-3.7%0.080%
11/6/2023Strategic Financial Services Inc3,877,546$200.59M15.6%+0.3%26.927%
11/6/2023GYL Financial Synergies LLC257,518$13.32M1.3%-2.0%1.788%
11/4/2023Coulter & Justus Financial Services LLC12,818$663K0.5%+5.6%0.089%
11/3/2023Private Advisor Group LLC11,851$613K0.0%+2.5%0.082%
11/2/2023DDFG Inc60,423$3.13M1.2%-2.4%0.420%
11/2/2023Cozad Asset Management Inc.34,433$1.78M0.2%+6.2%0.239%
10/31/2023Allworth Financial LP6,817$353K0.0%-19.4%0.047%
10/30/2023Ergawealth Advisors Inc.9,228$477K0.3%+5.6%0.064%
10/27/2023SYM FINANCIAL Corp1,373$71K0.0%-68.9%0.010%
10/27/2023Capital Advisors Ltd. LLC10,501$543K0.1%-15.0%0.073%
10/24/2023J.W. Cole Advisors Inc.10,084$522K0.0%+9.3%0.070%
10/24/2023Foster & Motley Inc.20,845$1.08M0.1%-4.4%0.145%
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10/24/2023Clearwater Capital Advisors LLC456,504$23.62M2.9%-0.3%3.170%
10/23/2023Commonwealth Equity Services LLC68,674$3.55M0.0%+8.1%0.477%
10/20/2023U.S. Capital Wealth Advisors LLC4,713$244K0.0%N/A0.033%
10/17/2023GEM Asset Management LLC62,099$3.21M2.5%+1.3%0.431%
10/17/2023Cedar Brook Financial Partners LLC19,127$989K0.3%+6.2%0.133%
10/13/2023Financial Management Professionals Inc.443,337$22.93M4.0%+2.9%3.079%
10/13/2023Ullmann Wealth Partners Group LLC465,840$24.10M4.5%+45.3%3.235%
10/12/2023Hibernia Wealth Partners LLC8,973$464K0.4%N/A0.062%
10/11/2023 CWM LLC501,388$25.94M0.2%-5.9%3.482%
10/11/2023Acropolis Investment Management LLC626,500$32.41M2.5%+8.7%4.351%
(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, 96 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), Wells Fargo & Company MN ($66.11M), Acropolis Investment Management LLC ($39.45M), Financial Management Professionals Inc. ($29.20M), Ullmann Wealth Partners Group LLC ($29M), Clearwater Capital Advisors LLC ($27.08M), and CWM LLC ($25.31M).Learn more on SMLF's institutional investors.

Which institutional investors have been buying iShares U.S. Small Cap Equity Factor ETF stock?

Of the 72 institutional investors that purchased iShares U.S. Small Cap Equity Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Acropolis Investment Management LLC ($662.80K), Maltin Wealth Management Inc. ($641.10K), Envestnet Asset Management Inc. ($280.28K), Sanford Advisory Services LLC ($222.94K), Ullmann Wealth Partners Group LLC ($180.84K), Cerity Partners LLC ($107.20K), and Financial Management Professionals Inc. ($83.15K).

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

Institutional investors have bought a total of 2,899,623 shares in the last 24 months. This purchase volume represents approximately $152.45M in transactions.

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

Of the 50 institutional investors that sold iShares U.S. Small Cap Equity Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mercer Global Advisors Inc. ADV ($4.91M), Envestnet Asset Management Inc. ($4.81M), CWM LLC ($1.51M), Integrated Wealth Concepts LLC ($168.15K), Foundations Investment Advisors LLC ($163.55K), DDFG Inc ($54.58K), and Phillips Financial Management LLC ($46.79K).

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

Institutional investors have sold a total of 11,925,998 shares in the last 24 months. This volume of shares sold represents approximately $629.71M in transactions.


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This page (NYSEARCA:SMLF) was last updated on 4/23/2024 by MarketBeat.com Staff

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