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

iShares U.S. Small Cap Equity Factor ETF logo
$66.39
+0.32 (+0.48%)
(As of 11/4/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$172.98M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$244.37M
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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
11/4/2024Addison Advisors LLC83,136$5.52M1.5%-8.9%0.493%
11/4/2024Sigma Planning Corp6,200$411K0.0%+13.4%0.037%
11/1/2024 Leavell Investment Management Inc.3,020$200K0.0%N/A0.018%
10/31/2024 Cozad Asset Management Inc.51,514$3.42M0.3%+11.6%0.306%
10/30/2024 Foster & Motley Inc.17,384$1.15M0.1%-5.7%0.103%
10/30/2024 Avidian Wealth Enterprises LLC4,990$331K0.0%N/A0.030%
10/30/2024 Marks Group Wealth Management Inc8,734$580K0.1%N/A0.052%
10/30/2024 Flagship Private Wealth LLC4,174$277K0.1%N/A0.025%
10/30/2024 Fox Financial Inc210,720$13.98M12.2%+27.7%1.251%
10/30/2024 QRG Capital Management Inc.10,393$690K0.0%+6.8%0.062%
10/29/2024 Farther Finance Advisors LLC5,856$389K0.0%-36.0%0.035%
10/28/2024 Wade Financial Advisory Inc58,101$3.86M1.3%+0.6%0.345%
10/28/2024 Reston Wealth Management LLC247,245$16.41M5.9%+3.4%1.467%
10/25/2024 S.A. Mason LLC1,465$97K0.1%N/A0.009%
10/25/2024 Edge Financial Advisors LLC4,486$298K0.3%N/A0.027%
10/25/2024 Valmark Advisers Inc.357,206$23.70M0.4%-1.3%2.120%
10/24/2024 J.W. Cole Advisors Inc.14,459$959K0.0%+12.9%0.086%
10/24/2024 Financial Management Professionals Inc.473,239$31.40M3.9%+0.9%2.809%
10/24/2024 Capital Advisors Ltd. LLC9,043$600K0.1%+14.2%0.054%
10/24/2024 Wealth Enhancement Advisory Services LLC11,872$788K0.0%+2.7%0.070%
10/24/2024 Arkadios Wealth Advisors3,099$206K0.0%N/A0.018%
10/23/2024 BKM Wealth Management LLC26,621$1.77M0.7%+3.0%0.158%
10/23/2024 Schmidt P J Investment Management Inc.17,930$1.19M0.2%+19.0%0.106%
10/22/2024 Private Advisor Group LLC190,278$12.63M0.1%+108.5%1.129%
10/19/2024Cyndeo Wealth Partners LLC16,854$1.12M0.1%+6.0%0.100%
10/15/2024 FMA Wealth Management LLC75,428$5.01M3.6%+124.2%0.448%
10/15/2024 Ullmann Wealth Partners Group LLC559,595$37.13M4.8%+4.4%3.321%
10/11/2024 Empirical Asset Management LLC19,786$1.31M0.2%+166.0%0.117%
10/9/2024 Selective Wealth Management Inc.3,095$203K0.1%N/A0.018%
10/9/2024 GEM Asset Management LLC63,693$4.17M2.4%+0.4%0.378%
10/8/2024 CWM LLC23,459$1.56M0.0%-17.9%0.139%
10/8/2024 Brookstone Capital Management18,850$1.25M0.0%N/A0.112%
10/7/2024 Diversified Trust Co5,270$350K0.0%-26.7%0.031%
10/7/2024 Cora Capital Advisors LLC81,722$5.42M2.7%+3.2%0.485%
9/5/2024Sanctuary Advisors LLC140,436$8.49M0.1%N/A0.833%
8/22/2024Cetera Investment Advisers143,092$8.76M0.0%+44.0%0.849%
8/21/2024Truist Financial Corp11,563$708K0.0%+7.1%0.069%
8/16/2024Northwestern Mutual Wealth Management Co.31,703$1.94M0.0%+2.6%0.188%
8/16/2024Sepio Capital LP15,310$937K0.1%-20.5%0.091%
8/15/2024Dynamic Wealth Strategies LLC37,950$2.32M2.0%-1.8%0.225%
The Final Frontier (Ad)

And a lot of powerful investors would rather this exposé never saw the light of day. I suspect they’ll attempt to discredit it, tar and feather it, and convince you not to watch it. That’s because it tells the shocking truth about the current AI mania… and why investors in big tech companies like Nvidia, Meta, Alphabet, and Microsoft could be in for a whole world of pain.

Here’s the full story for you.
8/14/2024Wescott Financial Advisory Group LLC9,212$564K0.1%-8.8%0.055%
8/12/2024Blair William & Co. IL6,387$391K0.0%+9.2%0.038%
8/12/2024Mercer Global Advisors Inc. ADV292,377$17.90M0.0%-6.1%1.735%
8/10/2024Plancorp LLC6,998$428K0.0%+10.5%0.042%
8/9/2024CBIZ Investment Advisory Services LLC1,398$86K0.0%-28.3%0.008%
8/8/2024 J.W. Cole Advisors Inc.12,804$784K0.0%+1.4%0.076%
8/8/2024Envestnet Asset Management Inc.236,037$14.45M0.0%-3.7%1.401%
8/8/2024Wealthspire Advisors LLC9,293$569K0.0%-2.6%0.055%
8/8/2024LWM Advisory Services LLC10,539$645K0.5%+26.0%0.063%
8/8/2024 Ullmann Wealth Partners Group LLC535,895$32.80M4.7%+5.1%3.180%
8/8/2024Frontier Asset Management LLC3,585$219K0.1%N/A0.021%
8/7/2024 GEM Asset Management LLC63,411$3.88M2.4%+0.4%0.376%
8/6/2024DDFG Inc38,202$2.34M0.7%+1.9%0.227%
8/6/2024Clearwater Capital Advisors LLC455,822$27.90M3.0%-0.1%2.705%
8/5/2024 Private Advisor Group LLC91,259$5.59M0.0%+605.8%0.542%
8/5/2024Addison Advisors LLC91,289$5.59M1.8%-1.9%0.542%
8/3/2024Journey Advisory Group LLC89,351$5.47M0.7%+51.8%0.530%
8/3/2024 Foster & Motley Inc.18,437$1.13M0.1%-4.1%0.109%
8/2/2024 Cora Capital Advisors LLC79,203$4.85M2.5%-0.7%0.470%
8/2/2024 Cozad Asset Management Inc.46,164$2.83M0.3%+9.1%0.274%
8/1/2024 Valmark Advisers Inc.361,852$22.15M0.4%N/A2.147%
7/31/2024 Farther Finance Advisors LLC9,149$554K0.0%+71.0%0.054%
7/31/2024Commonwealth Equity Services LLC70,461$4.31M0.0%-9.6%0.418%
7/30/2024 International Assets Investment Management LLC2,850$174K0.0%N/A0.017%
7/29/2024 Schmidt P J Investment Management Inc.15,072$923K0.2%+59.6%0.089%
7/26/2024Signature Estate & Investment Advisors LLC38,933$2.38M0.1%+108.4%0.231%
7/25/2024 Capital Advisors Ltd. LLC7,920$485K0.1%-2.2%0.047%
7/25/2024 Wade Financial Advisory Inc57,776$3.54M1.3%-5.2%0.343%
7/25/2024Tranquility Partners LLC5,287$324K0.1%-4.3%0.031%
7/24/2024 Premier Path Wealth Partners LLC33,528$2.05M0.3%+5.0%0.199%
7/23/2024GYL Financial Synergies LLC251,389$15.39M1.2%-4.5%1.492%
7/22/2024 Fox Financial Inc165,013$10.10M9.3%N/A0.979%
7/20/2024Apollon Financial LLC59,522$3.64M1.2%-1.5%0.353%
7/19/2024 Western Financial Corp CA3,514$215K0.1%+7.5%0.021%
7/19/2024 FMA Wealth Management LLC33,647$2.06M1.7%+6.8%0.200%
7/16/2024 ORG Partners LLC1,496$91K0.0%N/A0.009%
7/16/2024 Wealth Enhancement Advisory Services LLC11,563$708K0.0%+9.1%0.069%
7/16/2024 Searcy Financial Services Inc. ADV347,708$21.28M10.6%N/A2.064%
7/12/2024 QRG Capital Management Inc.9,734$596K0.0%-32.1%0.058%
7/10/2024 CWM LLC28,586$1.75M0.0%-92.6%0.170%
5/24/2024Cetera Advisors LLC16,956$1.08M0.0%+65.7%0.101%
5/24/2024Cetera Investment Advisers99,393$6.32M0.0%+1,774.3%0.590%
5/20/2024Pacific Center for Financial Services379,011$24.10M6.9%N/A2.249%
5/14/2024Cadence Bank3,160$201K0.0%N/A0.019%
5/13/2024O Shaughnessy Asset Management LLC1,883$120K0.0%+34.3%0.011%
5/10/2024 Reston Wealth Management LLC228,701$14.54M5.9%N/A1.374%
5/9/2024Kingsview Wealth Management LLC59,762$3.80M0.1%+49.1%0.359%
5/9/2024Clearwater Capital Advisors LLC456,466$29.02M3.1%-0.9%2.742%
5/8/2024 Cozad Asset Management Inc.42,331$2.69M0.3%+7.5%0.254%
5/8/2024 US Bancorp DE26,976$1.72M0.0%+0.7%0.162%
The Final Frontier (Ad)

And a lot of powerful investors would rather this exposé never saw the light of day. I suspect they’ll attempt to discredit it, tar and feather it, and convince you not to watch it. That’s because it tells the shocking truth about the current AI mania… and why investors in big tech companies like Nvidia, Meta, Alphabet, and Microsoft could be in for a whole world of pain.

Here’s the full story for you.
5/8/2024 QRG Capital Management Inc.14,327$911K0.0%-49.0%0.086%
5/7/2024Wealthspire Advisors LLC9,544$607K0.0%-10.0%0.057%
5/2/2024Choreo LLC8,759$557K0.0%-5.4%0.053%
5/1/2024BNP Paribas Financial Markets4,200$267K0.0%N/A0.025%
4/30/2024 Private Advisor Group LLC12,930$822K0.0%+11.3%0.078%
4/30/2024 J.W. Cole Advisors Inc.12,627$803K0.0%+16.2%0.076%
4/29/2024Commonwealth Equity Services LLC77,921$4.95M0.0%+0.4%0.468%
4/29/2024 American Capital Advisory LLC2,448$156K0.1%N/A0.015%
4/26/2024 Schmidt P J Investment Management Inc.9,442$600K0.1%N/A0.058%
4/26/2024 YHB Investment Advisors Inc.687$44K0.0%N/A0.004%
(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, 128 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), Ullmann Wealth Partners Group LLC ($37.13M), Financial Management Professionals Inc. ($31.40M), Clearwater Capital Advisors LLC ($27.90M), and Pacific Center for Financial Services ($24.10M).Learn more on SMLF's institutional investors.

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

Of the 107 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), Pacific Center for Financial Services ($379.01K), Valmark Advisers Inc. ($361.85K), Searcy Financial Services Inc. ADV ($347.71K), Envestnet Asset Management Inc. ($280.28K), and Reston Wealth Management LLC ($236.72K).

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

Institutional investors have bought a total of 5,081,651 shares in the last 24 months. This purchase volume represents approximately $291.31M in transactions.

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

Of the 53 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. ($4.82M), CWM LLC ($1.88M), Foundations Investment Advisors LLC ($163.55K), Integrated Wealth Concepts LLC ($61.63K), 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 12,272,833 shares in the last 24 months. This volume of shares sold represents approximately $652.27M in transactions.


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This page (NYSEARCA:SMLF) was last updated on 11/4/2024 by MarketBeat.com Staff
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