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

iShares U.S. Small Cap Equity Factor ETF logo
$87.97 +0.60 (+0.69%)
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)
171
Total
Institutional Inflows
(last 12 months)
$685.90M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$115.05M
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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
8/24/2026 Strategic Financial Services Inc.3,777,784$336.75M14.8%-1.5%7.953%
8/23/2026 Endeavor Private Wealth Inc.2,265$202K0.0%N/A0.005%
8/23/2026 HB Wealth Management LLC2,390$213K0.0%N/A0.005%
8/23/2026 Fortitude Advisory Group L.L.C.3,104$277K0.1%N/A0.007%
8/22/2026 Cassilly Financial Group LLC11,893$1.06M0.8%+3.3%0.025%
8/22/2026 Premier Path Wealth Partners LLC38,133$3.40M0.4%+15.3%0.080%
8/22/2026 Concurrent Investment Advisors LLC3,442$307K0.0%N/A0.007%
8/21/2026 Integrity Financial Corp WA596$53K0.0%N/A0.001%
8/21/2026 Williams Financial LLC50,761$4.53M2.3%+4.6%0.107%
8/21/2026 XML Financial LLC21,422$1.91M0.1%N/A0.045%
8/21/2026 Triumph Capital Management578$47K0.0%+138.8%0.001%
8/20/2026 Denver PWM LLC106,982$9.70M2.7%+3.1%0.225%
8/20/2026 JNBA Financial Advisors1,615$144K0.0%N/A0.003%
7/10/2026 Annex Advisory Services LLC625,277$55.74M1.0%+11.5%1.329%
7/10/2026 Redhawk Wealth Advisors Inc.93,331$8.32M0.8%+227.4%0.198%
7/10/2026 Wealthcare Advisory Partners LLC87,399$7.79M0.1%+2.5%0.186%
7/9/2026 Financial Management Professionals Inc.474,926$42.33M4.0%-9.2%1.009%
7/9/2026 Focus Financial Network Inc.2,503$223K0.0%N/A0.005%
7/8/2026 Thayer Financial L.L.C.10,292$917K0.8%-2.7%0.022%
7/8/2026 LifeGoal Investments LLC8,110$723K0.3%-3.5%0.017%
7/7/2026 Dynamic Advisor Solutions LLC5,150$459K0.0%+9.8%0.011%
7/6/2026 Stonebridge Financial Group LLC5,456$486K0.0%N/A0.012%
6/3/2026 NewEdge Advisors LLC45,069$3.40M0.0%+73.6%0.102%
5/28/2026 Cozad Asset Management Inc.114,953$8.68M0.7%+13.0%0.261%
5/19/2026 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%
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%
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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%
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%
3/17/2026 Rockefeller Capital Management L.P.1,030$77K0.0%+450.8%0.002%
2/20/2026Sunbelt Securities Inc.767$57K0.0%-33.1%0.002%
2/20/2026 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%
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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%
2/17/2026 Harborfront 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%


SMLF Institutional Ownership - Frequently Asked Questions

During the previous two years, 263 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 Bank of America Corp DE ($75.65M).Learn more on iShares U.S. Small Cap Equity Factor ETF's institutional investors.

Of the 231 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), Valmark Advisers Inc. ($1.00M), 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 9,131,976 shares in the last 24 months. This purchase volume represents approximately $685.90M in transactions.

Of the 69 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 1,511,592 shares in the last 24 months. This volume of shares sold represents approximately $115.05M 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 8/24/2026. New 13F filings are added each quarter as they're published.
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