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

iShares U.S. Small Cap Equity Factor ETF logo
$58.27 +0.01 (+0.02%)
Closing price 04/15/2025 04:10 PM Eastern
Extended Trading
$58.34 +0.06 (+0.11%)
As of 04/15/2025 05:07 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
119
Total
Institutional Inflows
(last 12 months)
$340.41M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$57.84M
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SMLF Institutional Buying and Selling by Quarter

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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
4/15/2025Capital Advisors Ltd. LLC9,229$574K0.1%+3.4%0.033%
4/14/2025 Park Avenue Securities LLC5,289$329K0.0%-9.0%0.019%
4/14/2025 Flagship Private Wealth LLC15,555$967K0.5%+16.1%0.056%
4/14/2025 Wedmont Private Capital21,170$1.22M0.1%N/A0.076%
4/11/2025 Cora Capital Advisors LLC86,800$5.40M2.6%+2.1%0.311%
4/11/2025 Ullmann Wealth Partners Group LLC561,508$34.90M4.6%-1.2%2.013%
4/10/2025 Channel Wealth LLC5,800$361K0.1%+19.0%0.021%
4/10/2025 Financial Management Professionals Inc.501,022$31.14M4.0%+4.2%1.796%
4/7/2025 AdvisorNet Financial Inc3,385$210K0.0%N/A0.012%
3/24/2025Mascagni Wealth Management Inc.8,047$543K0.5%N/A0.032%
2/24/2025Ameriflex Group Inc.2,024$143K0.1%N/A0.008%
2/20/2025Ball & Co Wealth Management Inc.40,659$2.74M2.2%N/A0.241%
2/19/2025WCG Wealth Advisors LLC113,635$7.67M0.5%+4.5%0.674%
2/18/2025Pacific Center for Financial Services407,651$27.52M7.1%+3.3%2.419%
2/17/2025Vista Cima Wealth Management LLC54,576$3.68M3.8%N/A0.324%
2/17/2025Redwood Financial Network Corp3,711$251K0.2%+19.9%0.022%
2/17/2025Morse Asset Management Inc569$38K0.0%N/A0.003%
2/17/2025Focus Partners Wealth270,641$18.27M0.0%+1,926.2%1.606%
2/17/2025Cetera Investment Advisers197,609$13.34M0.0%+12.7%1.173%
2/17/2025Captrust Financial Advisors5,035$340K0.0%-16.9%0.030%
2/17/2025Bank of America Corp DE233,107$15.74M0.0%+11.8%1.383%
2/17/2025BNP Paribas Financial Markets4,100$277K0.0%N/A0.024%
2/17/2025Ameriprise Financial Inc.752,945$50.85M0.0%+21.4%4.469%
2/17/2025Aptus Capital Advisors LLC5,397$364K0.0%-57.8%0.032%
2/14/2025Mercer Global Advisors Inc. ADV272,680$18.41M0.0%-0.3%1.618%
2/14/2025Jane Street Group LLC15,470$1.04M0.0%-21.6%0.092%
2/14/2025Capital Analysts LLC1,954$132K0.0%+3,808.0%0.012%
2/14/2025Integrated Wealth Concepts LLC195,733$13.21M0.2%-24.8%1.162%
2/14/2025Susquehanna International Group LLP52,553$3.55M0.0%+109.8%0.312%
2/14/2025OneDigital Investment Advisors LLC6,959$470K0.0%+27.3%0.041%
2/14/2025MML Investors Services LLC98,931$6.68M0.0%+1.5%0.587%
2/14/2025GeoWealth Management LLC221,837$14.97M0.5%-10.5%1.317%
2/13/2025NewEdge Advisors LLC13,887$937K0.0%-12.3%0.082%
2/13/2025United Capital Financial Advisors LLC84,772$5.72M0.0%+0.5%0.503%
2/13/2025Mariner LLC7,719$521K0.0%+14.0%0.046%
2/13/2025KDK Private Wealth Management LLC3,503$236K0.2%N/A0.021%
2/13/2025Family Office Research LLC202,997$13.70M6.0%N/A1.205%
2/13/2025Raymond James Financial Inc.54,974$3.71M0.0%N/A0.326%
2/13/2025Advisory Services Network LLC5,466$369K0.0%N/A0.032%
2/13/2025Cerity Partners LLC76,639$5.17M0.0%-7.1%0.455%
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2/13/2025Envestnet Asset Management Inc.178,554$12.05M0.0%-22.8%1.060%
2/13/2025Wells Fargo & Company MN1,625,453$109.72M0.0%+9.5%9.647%
2/12/2025Wescott Financial Advisory Group LLC7,860$531K0.1%-3.7%0.047%
2/12/2025Thoroughbred Financial Services LLC3,266$220K0.0%N/A0.019%
2/12/2025JPMorgan Chase & Co.157,862$10.66M0.0%+710.7%0.937%
2/11/2025Signature Estate & Investment Advisors LLC32,863$2.22M0.1%-2.9%0.195%
2/11/2025LPL Financial LLC481,412$32.50M0.0%+14.7%2.857%
2/11/2025Plancorp LLC9,548$644K0.0%+12.3%0.057%
2/11/2025Strategic Financial Services Inc.3,574,438$241.28M14.4%-3.1%21.213%
2/10/2025Thrivent Financial for Lutherans2,885$209K0.0%N/A0.017%
2/10/2025Cozad Asset Management Inc.58,480$3.95M0.4%+13.5%0.347%
2/10/2025Clearwater Capital Advisors LLC447,434$30.20M3.0%-4.2%2.655%
2/10/2025Phillips Financial Management LLC65,001$4.39M0.3%-10.4%0.386%
2/10/2025Commonwealth Equity Services LLC81,801$5.52M0.0%+3.4%0.485%
2/10/2025 Farther Finance Advisors LLC7,083$478K0.0%+21.0%0.042%
2/7/2025HighTower Advisors LLC3,120$211K0.0%N/A0.019%
2/6/2025Raymond James Financial Inc.54,974$3.71M0.0%N/A0.326%
2/6/2025Vantage Financial Partners LLC4,735$320K0.1%N/A0.028%
2/6/2025Westover Capital Advisors LLC20,694$1.40M0.3%-50.1%0.123%
2/6/2025Charles Schwab Investment Management Inc.469,495$31.69M0.0%N/A2.786%
2/6/2025DDFG Inc78,412$5.29M1.5%+1.9%0.465%
2/6/2025Steward Partners Investment Advisory LLC66,474$4.49M0.0%+2.8%0.395%
2/5/2025Flputnam Investment Management Co.5,459$368K0.0%N/A0.032%
2/5/2025Veridan Wealth LLC4,488$312K0.1%N/A0.027%
2/5/2025Ergawealth Advisors Inc.7,105$480K0.2%-8.1%0.042%
2/5/2025Parkside Financial Bank & Trust36,084$2.44M0.3%+0.4%0.214%
2/5/2025LifeGoal Wealth Advisors38,886$2.63M2.8%N/A0.231%
2/5/2025Weil Company Inc.6,606$446K0.2%N/A0.039%
2/4/2025Addison Advisors LLC81,767$5.52M1.5%-1.6%0.485%
2/4/2025Wealthspire Advisors LLC8,049$543K0.0%-7.2%0.048%
2/4/2025LWM Advisory Services LLC18,934$1.28M0.9%-9.1%0.112%
2/4/2025Denver PWM LLC113,961$7.69M3.0%-6.3%0.676%
2/3/2025Private Advisor Group LLC190,026$12.83M0.1%-0.1%1.128%
2/3/2025Good Life Advisors LLC11,935$806K0.1%N/A0.071%
1/31/2025Beirne Wealth Consulting Services LLC63,416$4.28M1.5%+1.2%0.376%
1/31/2025Atlas Legacy Advisors LLC10,431$704K0.2%N/A0.062%
1/31/2025BKM Wealth Management LLC29,723$2.01M0.8%+11.7%0.176%
1/31/2025Atria Wealth Solutions Inc.5,357$362K0.0%+6.6%0.032%
1/31/2025D.A. Davidson & CO.48,400$3.27M0.0%+1.0%0.287%
1/31/2025Truist Financial Corp13,093$884K0.0%-7.6%0.078%
1/31/2025Sanctuary Advisors LLC166,599$11.87M0.1%+2.7%0.989%
1/31/2025JFS Wealth Advisors LLC1,852$125K0.0%N/A0.011%
1/31/2025J.W. Cole Advisors Inc.19,366$1.31M0.1%+33.9%0.115%
1/30/2025Valmark Advisers Inc.334,293$22.57M0.3%-6.4%1.984%
1/30/2025Montag A & Associates Inc.29,500$1.99M0.1%N/A0.175%
1/30/2025Blue Trust Inc.1,367$92K0.0%+7,494.4%0.008%
1/29/2025Tranquility Partners LLC4,136$279K0.1%-21.8%0.025%
1/29/2025GEM Asset Management LLC70,806$4.78M2.7%+11.2%0.420%
1/29/2025Avidian Wealth Enterprises LLC4,628$312K0.0%-7.3%0.027%
1/29/2025Hibernia Wealth Partners LLC8,895$600K0.4%-47.7%0.053%
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1/29/2025Leavell Investment Management Inc.3,230$218K0.0%+7.0%0.019%
1/29/2025Cornerstone Planning Group LLC371,476$26.09M6.4%+2.6%2.205%
1/29/2025Wingate Wealth Advisors Inc.9,187$620K0.6%N/A0.055%
1/28/2025Kingsview Wealth Management LLC15,251$1.03M0.0%-1.8%0.091%
1/28/2025Apollon Wealth Management LLC5,357$362K0.0%+7.0%0.032%
1/28/2025Landmark Wealth Management Inc.139,344$9.41M4.6%-5.5%0.827%
1/27/2025Schmidt P J Investment Management Inc.19,748$1.33M0.2%+10.1%0.117%
1/27/2025Choreo LLC8,047$543K0.0%-3.4%0.048%
1/27/2025Stratos Wealth Partners LTD.68,401$4.62M0.1%+11.1%0.406%
1/27/2025Guidance Capital Inc.6,782$483K0.1%N/A0.040%
(Data available from 1/1/2016 forward)

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SMLF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMLF shares?

During the previous two years, 180 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. ($241.28M), Strategic Financial Services Inc ($228.93M), Wells Fargo & Company MN ($109.72M), Acropolis Investment Management LLC ($54.05M), Ameriprise Financial Inc. ($50.85M), Ullmann Wealth Partners Group LLC ($34.90M), and LPL Financial LLC ($32.50M).Learn more on SMLF's institutional investors.

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

Of the 151 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: Maltin Wealth Management Inc. ($641.10K), Charles Schwab Investment Management Inc. ($469.50K), Pacific Center for Financial Services ($400.95K), Cornerstone Planning Group LLC ($371.48K), Valmark Advisers Inc. ($361.85K), Searcy Financial Services Inc. ADV ($347.71K), and Envestnet Asset Management Inc. ($280.28K).

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

Institutional investors have bought a total of 7,224,578 shares in the last 24 months. This purchase volume represents approximately $448.15M in transactions.

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

Of the 76 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 ($4.93M), Envestnet Asset Management Inc. ($4.87M), CWM LLC ($1.88M), Foundations Investment Advisors LLC ($163.55K), Integrated Wealth Concepts LLC ($126.09K), Strategic Financial Services Inc. ($113.24K), and Phillips Financial Management LLC ($61.70K).

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

Institutional investors have sold a total of 12,695,444 shares in the last 24 months. This volume of shares sold represents approximately $680.76M in transactions.


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This page (NYSEARCA:SMLF) was last updated on 4/16/2025 by MarketBeat.com Staff
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