iShares U.S. Small Cap Equity Factor ETF (SMLF) Institutional Ownership $83.98 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF)Number ofInstitutional Buyers(last 12 months)175TotalInstitutional Inflows(last 12 months)$819.53MNumber ofInstitutional Sellers(last 12 months)81TotalInstitutional Outflows(last 12 months)$137.07M Get SMLF Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares U.S. Small Cap Equity Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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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 ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026 Western Wealth Management LLC622$47K0.0%N/A0.001% 5/19/2026 Mascagni Wealth Management Inc.4,859$367K0.3%+29.5%0.011% 5/19/2026 Bank of America Corp DE1,002,137$75.65M0.0%-41.5%2.272% 5/19/2026 Arkadios Wealth Advisors3,749$283K0.0%+4.9%0.009% 5/18/2026 Royal Bank of Canada52,539$3.97M0.0%+6.6%0.119% 5/14/2026 Compound Planning Inc.3,613$273K0.0%N/A0.008% 5/14/2026 Modern Wealth Management LLC733,974$55.81M1.0%+45.1%1.664% 5/13/2026 Cetera Investment Advisers753,749$56.90M0.1%+13.3%1.709% 5/13/2026 Dynamic Wealth Strategies LLC22,314$1.68M1.0%+1.6%0.051% 5/13/2026 Clearwater Capital Advisors LLC479,209$36.18M2.9%+2.4%1.087% Get the Latest News and Ratings for SMLF and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares U.S. Small Cap Equity Factor ETF and its competitors with MarketBeat's FREE daily newsletter. 5/13/2026 NewEdge Wealth LLC3,851$291K0.0%N/A0.009% 5/8/2026 Fox Financial Inc283,376$21.39M17.5%+0.4%0.643% 5/7/2026 Ascent Wealth Partners LLC42,316$3.19M0.4%+289.3%0.096% 5/6/2026 Frontier Asset Management LLC23,836$1.80M0.4%N/A0.054% 5/6/2026 Cornerstone Planning Group LLC471,147$39.25M5.4%+8.7%1.068% 5/5/2026 D.A. Davidson & CO.84,557$6.38M0.0%+2.0%0.192% 5/5/2026 Journey Advisory Group LLC5,077$383K0.0%-47.7%0.012% 5/5/2026 Geneos 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% Your $29.97 book is free today (Ad)Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. 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LLC9,996$755K0.1%+10.0%0.023% 4/16/2026 Evolve Private Wealth LLC146,252$11.04M0.6%-1.9%0.334% 3/17/2026 Rockefeller Capital Management L.P.1,030$77K0.0%+450.8%0.002% 2/20/2026 Sunbelt Securities Inc.767$57K0.0%-33.1%0.002% 2/20/2026 Talisman Wealth Advisors LLC21,539$1.62M1.2%+41.5%0.051% 2/19/2026 BFI Wealth Solutions LLC28,150$2.11M2.0%N/A0.067% 2/19/2026 Axxcess Wealth Management LLC11,925$893K0.0%N/A0.028% 2/18/2026 Mercer Global Advisors Inc. ADV164,091$12.29M0.0%-7.4%0.389% 2/18/2026 Beacon Pointe Advisors LLC147,867$11.07M0.1%-4.7%0.350% 2/18/2026 NewEdge Advisors LLC25,960$1.94M0.0%+108.6%0.062% 2/18/2026 Evolve Private Wealth LLC149,061$11.16M0.7%N/A0.353% 2/17/2026 Cetera Investment Advisers665,082$49.80M0.1%+27.4%1.576% 2/17/2026 Equitable Holdings Inc.61,925$4.64M0.0%+7.1%0.147% 2/17/2026 GeoWealth Management LLC74,419$5.57M0.2%-3.8%0.176% 2/17/2026 Osaic Holdings Inc.288,013$21.57M0.0%+16.7%0.682% 2/17/2026 Advisory 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% 2/17/2026 Royal 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% 2/16/2026 Mariner LLC45,708$3.42M0.0%+22.3%0.108% 2/16/2026 Focus Partners Wealth300,548$22.51M0.0%-1.2%0.712% 2/16/2026 Arax Advisory Partners2,709$203K0.0%N/A0.006% 2/13/2026 Kestra Advisory Services LLC58,567$4.39M0.0%+5.7%0.139% 2/13/2026 River Wealth Advisors LLC360,566$27.00M3.0%+5.0%0.854% 2/13/2026 Focused Alpha LLC3,207$240K0.1%N/A0.008% 2/13/2026 Arkadios Wealth Advisors3,573$268K0.0%+4.0%0.008% 2/13/2026 Integrated Wealth Concepts LLC8,304$622K0.0%-94.0%0.020% 2/13/2026 Charles Schwab Investment Management Inc.424,888$31.82M0.0%-3.5%1.007% 2/13/2026 Wells Fargo & Company MN2,328,943$174.39M0.0%+6.2%5.519% 2/12/2026 Jane Street Group LLC16,843$1.26M0.0%N/A0.040% 2/12/2026 Insigneo 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% 2/12/2026 Steward Partners Investment Advisory LLC72,366$5.42M0.0%+1.4%0.171% 2/12/2026 Brown 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% 2/12/2026 Principal Securities Inc.29,561$2.21M0.0%+10.9%0.070% 2/12/2026 Founders Financial Alliance LLC502$38K0.0%-28.4%0.001% SpaceX eyes a 1.75 trillion valuation - here's what to know (Ad)Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a $1.75 trillion IPO - larger than Saudi Aramco and any tech offering in history. CNBC calls it 'the big market event of 2026.' According to former tech executive and angel investor Jeff Brown, there's a way to claim a stake before the public filing drops, starting with as little as $500.See how to get positioned in SpaceX before the announcement goes public2/12/2026 Ullmann Wealth Partners Group LLC438,052$32.50M3.4%-8.3%1.038% 2/12/2026 Wescott Financial Advisory Group LLC4,575$343K0.0%-4.2%0.011% 2/11/2026 GWN 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% 2/11/2026 Capital Analysts LLC44,282$3.32M0.1%+202.4%0.105% 2/11/2026 Cerity Partners LLC73,668$5.52M0.0%-1.1%0.175% 2/11/2026 LPL Financial LLC1,388,541$103.97M0.0%+17.6%3.290% 2/11/2026 O Shaughnessy Asset Management LLC5,581$418K0.0%+7.7%0.013% 2/11/2026 JPMorgan Chase & Co.126,311$9.46M0.0%-0.6%0.299% 2/11/2026 Mascagni Wealth Management Inc.3,752$281K0.2%-3.3%0.009% SMLF Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SMLF shares? 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. Which institutional investors have been buying iShares U.S. Small Cap Equity Factor ETF's stock? 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). How much institutional buying is happening at iShares U.S. Small Cap Equity Factor ETF? Institutional investors have bought a total of 11,164,901 shares in the last 24 months. This purchase volume represents approximately $819.53M in transactions. Which of iShares U.S. Small Cap Equity Factor ETF's major shareholders have been selling company stock? 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). How much institutional selling is happening at iShares U.S. Small Cap Equity Factor ETF? 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. Related Companies Vanguard S&P Small-Cap 600 ETF Major Shareholders Schwab Fundamental International Small Equity ETF Major Shareholders SPDR S&P 600 Small Cap Value ETF Major Shareholders SPDR S&P 600 Small Cap Growth ETF Major Shareholders Invesco S&P SmallCap Momentum ETF Major Shareholders Avantis U.S. Small Cap Equity ETF Major Shareholders Fidelity Enhanced Small Cap ETF Major Shareholders EA Bridgeway Omni Small-Cap Value ETF Major Shareholders WisdomTree U.S. SmallCap Dividend Fund Major Shareholders Principal U.S. Small-Cap Multi-Factor ETF Major Shareholders This page (NYSEARCA:SMLF) was last updated on 5/25/2026 by MarketBeat.com Staff. 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