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

iShares U.S. Small Cap Equity Factor ETF logo
$72.62 +2.04 (+2.89%)
Closing price 08/22/2025 04:10 PM Eastern
Extended Trading
$72.68 +0.06 (+0.08%)
As of 08/22/2025 04:10 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.

Institutional Ownership Changes (13F Filings) for iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF)

Number of
Institutional Buyers
(last 12 months)
152
Total
Institutional Inflows
(last 12 months)
$508.80M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$79.26M
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SMLF Institutional Buying and Selling by Quarter

iShares U.S. Small Cap Equity Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 Advisory Services Network LLC11,285$781K0.0%+10.2%0.041%
8/18/2025 Pacific Center for Financial Services399,104$27.12M7.4%-1.1%1.433%
8/15/2025 Equitable Holdings Inc.54,398$3.70M0.0%+8.4%0.195%
8/15/2025 Captrust Financial Advisors9,657$656K0.0%+81.3%0.035%
8/15/2025 Talisman Wealth Advisors LLC13,570$922K0.8%+24.7%0.049%
8/15/2025 Redwood Financial Network Corp6,229$423K0.3%+6.7%0.022%
8/15/2025 MML Investors Services LLC130,422$8.86M0.0%+25.0%0.468%
8/15/2025 Modern Wealth Management LLC64,758$4.40M0.1%+18.9%0.233%
8/15/2025 Bank of America Corp DE463,250$31.48M0.0%+65.4%1.663%
8/15/2025 Ameriprise Financial Inc.1,568,204$106.57M0.0%+36.7%5.631%
8/14/2025 Jane Street Group LLC29,224$1.99M0.0%-78.3%0.105%
8/14/2025 Raymond James Financial Inc.193,276$13.13M0.0%+186.8%0.694%
8/14/2025 Diversify Advisory Services LLC8,442$596K0.0%N/A0.030%
8/14/2025 Peapack Gladstone Financial Corp66,351$4.51M0.1%+506.4%0.238%
8/14/2025 LWM Advisory Services LLC19,836$1.35M0.9%+10.9%0.071%
8/14/2025 NewEdge Advisors LLC15,280$1.04M0.0%-8.6%0.055%
8/14/2025 Denver PWM LLC131,398$8.93M2.8%+4.7%0.472%
8/14/2025 Cerity Partners LLC74,023$5.03M0.0%-1.9%0.266%
8/13/2025 GeoWealth Management LLC83,594$5.68M0.2%+10.4%0.300%
8/13/2025 Dynamic Wealth Strategies LLC20,402$1.39M1.0%+9.2%0.073%
8/13/2025 River Wealth Advisors LLC328,683$22.33M2.8%N/A1.180%
8/13/2025 WCG Wealth Advisors LLC123,891$8.42M0.5%+2.8%0.445%
8/13/2025 Northwestern Mutual Wealth Management Co.148,603$10.10M0.0%+133.6%0.534%
8/13/2025 Choreo LLC5,081$345K0.0%-33.3%0.018%
8/12/2025 J.W. Cole Advisors Inc.18,647$1.27M0.0%-14.3%0.067%
8/12/2025 Steward Partners Investment Advisory LLC70,887$4.82M0.0%+6.5%0.255%
8/12/2025 Global Retirement Partners LLC10,750$730K0.0%N/A0.039%
8/12/2025 Cozad Asset Management Inc.80,780$5.49M0.5%+31.4%0.290%
8/12/2025 JPMorgan Chase & Co.123,249$8.38M0.0%-28.9%0.443%
8/11/2025 Anfield Capital Management LLC97,280$6.61M2.2%+0.8%0.353%
8/11/2025 Bell Investment Advisors Inc2,361$160K0.0%N/A0.009%
8/8/2025 Kingsview Wealth Management LLC13,175$895K0.0%-10.6%0.048%
8/8/2025 Citizens Financial Group Inc. RI10,571$718K0.0%N/A0.038%
8/8/2025 Thoroughbred Financial Services LLC35,254$2.40M0.2%+3.9%0.128%
8/8/2025 Cetera Investment Advisers316,568$21.51M0.0%+35.7%1.149%
8/8/2025 Creative Planning6,968$473K0.0%N/A0.025%
8/8/2025 Foundations Investment Advisors LLC249,612$16.96M0.3%-2.6%0.906%
8/8/2025 Hibernia Wealth Partners LLC17,773$1.21M0.4%+100.2%0.065%
8/7/2025 Weil Company Inc.48,409$3.29M0.9%+125.1%0.176%
8/7/2025 CENTRAL TRUST Co1,508$102K0.0%+100.3%0.005%
The Robotics Revolution has arrived … and one $7 stock could take off as a result. (Ad)

Something big is brewing in Washington. According to my research, an executive order from President Trump could be just weeks away. And it holds the potential to trigger one of the most explosive tech booms in US history. At the center of it all? Robots. Not the kind that clean your house or pour you coffee. But the kind that could reshape entire industries, add $1.2 trillion per year to the US economy, and affect 65 million American lives — just in the next year.tc pixel

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8/7/2025 Aspen Wealth Strategies LLC66,871$4.54M2.7%+2.6%0.243%
8/7/2025 Addison Advisors LLC76,029$5.17M1.3%-2.3%0.276%
8/6/2025 Reston Wealth Management LLC260,590$17.71M6.2%+2.8%0.946%
8/6/2025 Atlas Legacy Advisors LLC11,760$799K0.2%+20.3%0.043%
8/6/2025 Mascagni Wealth Management Inc.4,312$293K0.2%-46.4%0.016%
8/6/2025 Flagship Private Wealth LLC24,114$1.64M0.7%+55.0%0.088%
8/6/2025 DDFG Inc84,028$5.71M1.4%+2.6%0.305%
8/5/2025 GPS Wealth Strategies Group LLC708$48K0.0%+1,120.7%0.003%
8/5/2025 Sigma Planning Corp6,587$448K0.0%+6.0%0.024%
8/5/2025 Landmark Wealth Management Inc.12,118$823K0.4%-53.7%0.044%
8/4/2025 Integrity Alliance LLC.210,643$14.31M0.8%-36.3%0.765%
8/4/2025 Creative Financial Designs Inc. ADV459$31K0.0%N/A0.002%
8/4/2025 Premier Path Wealth Partners LLC37,134$2.52M0.4%+1.9%0.135%
8/4/2025 Arkadios Wealth Advisors3,183$216K0.0%N/A0.012%
8/4/2025 World Investment Advisors3,337$227K0.0%N/A0.012%
8/4/2025 Beirne Wealth Consulting Services LLC62,113$4.22M1.4%+5.5%0.225%
8/1/2025 Strategic Financial Services Inc.3,744,652$254.45M13.7%+3.8%13.592%
8/1/2025 Schmidt P J Investment Management Inc.25,258$1.72M0.3%+7.9%0.092%
8/1/2025 Envestnet Asset Management Inc.157,180$10.68M0.0%+3.1%0.571%
7/31/2025 Leavell Investment Management Inc.4,080$277K0.0%N/A0.015%
7/30/2025 Phillips Financial Management LLC42,268$2.87M0.2%-28.9%0.153%
7/30/2025 D.A. Davidson & CO.53,266$3.62M0.0%-2.5%0.193%
7/30/2025 Journey Advisory Group LLC85,110$5.78M0.4%-19.9%0.309%
7/29/2025 Wingate Wealth Advisors Inc.9,562$650K0.6%-14.4%0.035%
7/29/2025 BKM Wealth Management LLC24,695$1.68M0.7%-13.0%0.090%
7/29/2025 Signature Estate & Investment Advisors LLC7,396$503K0.0%-74.7%0.027%
7/29/2025 Foster & Motley Inc.11,064$752K0.0%-8.5%0.040%
7/29/2025 Stratos Wealth Partners LTD.148,598$10.10M0.1%+3.0%0.539%
7/29/2025 Empirical Asset Management LLC18,885$1.28M0.4%+1.1%0.069%
7/29/2025 Harbor Asset Planning Inc.33,484$2.28M2.2%N/A0.122%
7/25/2025 RHS Financial LLC6,238$424K0.2%N/A0.023%
7/25/2025 CWM LLC22,093$1.50M0.0%-2.6%0.080%
7/25/2025 Apollon Financial LLC53,175$3.61M0.8%-5.8%0.193%
7/24/2025 Cyndeo Wealth Partners LLC21,438$1.46M0.1%+4.4%0.078%
7/24/2025 Blair William & Co. IL1,044$71K0.0%-83.3%0.004%
7/24/2025 Capital Advisors Ltd. LLC9,000$612K0.1%-2.5%0.033%
7/24/2025 US Bancorp DE23,297$1.58M0.0%-4.8%0.085%
7/23/2025 Valmark Advisers Inc.371,206$25.22M0.4%+1.5%1.355%
7/22/2025 Ergawealth Advisors Inc.6,413$436K0.2%-8.4%0.023%
7/21/2025 QRG Capital Management Inc.7,453$506K0.0%-8.3%0.027%
7/21/2025 Flagship Private Wealth LLC24,114$1.64M0.8%+55.0%0.088%
7/21/2025 Synergy Asset Management LLC3,456$235K0.0%N/A0.013%
7/18/2025 Truist Financial Corp17,338$1.18M0.0%+20.7%0.063%
7/17/2025 Park Place Capital Corp8,852$607K0.1%N/A0.033%
7/17/2025 LifeGoal Wealth Advisors31,930$2.17M2.1%+1.5%0.118%
7/17/2025 Janney Montgomery Scott LLC151,512$10.30M0.0%N/A0.558%
7/17/2025 XY Planning Network Inc.4,333$294K0.1%N/A0.016%
7/16/2025 Novem Group45,366$3.08M0.4%N/A0.167%
7/16/2025 Perigon Wealth Management LLC28,800$1.96M0.0%+14.8%0.106%
7/16/2025 Plancorp LLC13,113$891K0.0%-16.2%0.048%
The Robotics Revolution has arrived … and one $7 stock could take off as a result. (Ad)

Something big is brewing in Washington. According to my research, an executive order from President Trump could be just weeks away. And it holds the potential to trigger one of the most explosive tech booms in US history. At the center of it all? Robots. Not the kind that clean your house or pour you coffee. But the kind that could reshape entire industries, add $1.2 trillion per year to the US economy, and affect 65 million American lives — just in the next year.tc pixel

This little-known company holds nearly 100 patents and trades for around $7
7/15/2025 FMA Wealth Management LLC75,877$5.16M3.8%+1.0%0.279%
7/15/2025 Cora Capital Advisors LLC85,566$5.81M2.6%-1.4%0.315%
7/15/2025 Traction Financial Partners LLC3,429$233K0.2%N/A0.013%
7/15/2025 Financial Management Professionals Inc.520,851$35.39M4.0%+4.0%1.918%
7/14/2025 AdvisorNet Financial Inc2,982$203K0.0%-11.9%0.011%
7/14/2025 Acropolis Investment Management LLC870,884$59.18M3.3%+4.0%3.208%
7/14/2025 Park Avenue Securities LLC5,958$405K0.0%+12.6%0.022%
7/11/2025 Ullmann Wealth Partners Group LLC510,064$34.66M4.1%-9.2%1.879%
7/11/2025 Farther Finance Advisors LLC9,817$667K0.0%+38.6%0.036%
7/10/2025 Exchange Traded Concepts LLC198,569$13.49M0.2%+11.7%0.731%
(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, 209 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. ($254.45M), Strategic Financial Services Inc ($228.93M), Wells Fargo & Company MN ($109.72M), Ameriprise Financial Inc. ($106.57M), Acropolis Investment Management LLC ($59.18M), LPL Financial LLC ($39.22M), and Financial Management Professionals Inc. ($35.39M).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 184 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: Ameriprise Financial Inc. ($948.24K), Charles Schwab Investment Management Inc. ($469.50K), Pacific Center for Financial Services ($400.95K), Cornerstone Planning Group LLC ($399.82K), Valmark Advisers Inc. ($398.77K), Searcy Financial Services Inc. ADV ($357.97K), and River Wealth Advisors LLC ($328.68K).

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

Institutional investors have bought a total of 7,730,601 shares in the last 24 months. This purchase volume represents approximately $508.80M in transactions.

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

Of the 76 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: Landmark Wealth Management Inc. ($135.36K), Integrity Alliance LLC. ($120.25K), Strategic Financial Services Inc. ($113.24K), Jane Street Group LLC ($109.49K), Integrated Wealth Concepts LLC ($107.53K), Envestnet Asset Management Inc. ($78.85K), and Ullmann Wealth Partners Group LLC ($58.01K).

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

Institutional investors have sold a total of 1,194,786 shares in the last 24 months. This volume of shares sold represents approximately $79.26M in transactions.



This page (NYSEARCA:SMLF) was last updated on 8/23/2025 by MarketBeat.com Staff
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