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

iShares U.S. Small Cap Equity Factor ETF logo
$68.24 +0.88 (+1.31%)
(As of 12/20/2024 04:33 PM ET)
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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)
85
Total
Institutional Inflows
(last 12 months)
$208.96M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$38.32M
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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
12/3/2024 Denver PWM LLC121,585$8.07M3.0%N/A0.722%
11/25/2024 Sanctuary Advisors LLC162,212$11.85M0.1%+15.5%0.963%
11/15/2024 MML Investors Services LLC97,429$6.46M0.0%+34.0%0.578%
11/15/2024 Pacific Center for Financial Services394,724$26.19M6.9%+2.3%2.343%
11/15/2024 Jane Street Group LLC19,742$1.31M0.0%+135.3%0.117%
11/15/2024 Integrated Wealth Concepts LLC260,190$17.26M0.2%+19.9%1.544%
11/14/2024 Acropolis Investment Management LLC787,142$52.23M3.1%+1.8%4.671%
11/14/2024 Captrust Financial Advisors6,056$402K0.0%+27.2%0.036%
11/13/2024 Townsquare Capital LLC3,869$257K0.0%-8.8%0.023%
11/13/2024 Cadence Bank3,160$210K0.0%N/A0.019%
11/13/2024 FMR LLC5,551$368K0.0%-17.3%0.033%
11/13/2024 D.A. Davidson & CO.47,903$3.18M0.0%+5.7%0.284%
11/12/2024 Wescott Financial Advisory Group LLC8,164$542K0.1%-11.4%0.048%
11/12/2024 Kingsview Wealth Management LLC15,537$1.03M0.0%-3.6%0.092%
11/12/2024 Cerity Partners LLC82,523$5.48M0.0%-0.5%0.490%
11/7/2024 Wharton Business Group LLC22,125$1.47M0.1%-26.4%0.131%
11/7/2024 Phillips Financial Management LLC72,539$4.81M0.4%-9.2%0.430%
11/6/2024 Signature Estate & Investment Advisors LLC33,854$2.25M0.1%-13.0%0.201%
11/6/2024 Cornerstone Planning Group LLC362,226$24.19M5.3%N/A2.150%
11/5/2024 Aptus Capital Advisors LLC12,774$848K0.0%+225.9%0.076%
11/5/2024 Apollon Financial LLC57,360$3.81M1.1%-3.6%0.340%
11/5/2024 Apollon Wealth Management LLC5,007$332K0.0%+15.6%0.030%
11/4/2024 Addison Advisors LLC83,136$5.52M1.5%-8.9%0.493%
11/4/2024 Sigma 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%
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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%
9/5/2024 Sanctuary Advisors LLC140,436$8.49M0.1%N/A0.833%
8/22/2024 Cetera Investment Advisers143,092$8.76M0.0%+44.0%0.849%
8/21/2024 Truist Financial Corp11,563$708K0.0%+7.1%0.069%
8/16/2024 Northwestern Mutual Wealth Management Co.31,703$1.94M0.0%+2.6%0.188%
8/16/2024 Sepio Capital LP15,310$937K0.1%-20.5%0.091%
8/15/2024 Dynamic Wealth Strategies LLC37,950$2.32M2.0%-1.8%0.225%
8/14/2024 Wescott Financial Advisory Group LLC9,212$564K0.1%-8.8%0.055%
8/12/2024 Blair William & Co. IL6,387$391K0.0%+9.2%0.038%
8/12/2024 Mercer Global Advisors Inc. ADV292,377$17.90M0.0%-6.1%1.735%
8/10/2024 Plancorp 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%
8/8/2024 Envestnet Asset Management Inc.236,037$14.45M0.0%-3.7%1.401%
8/8/2024 Wealthspire Advisors LLC9,293$569K0.0%-2.6%0.055%
8/8/2024 LWM 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%
8/8/2024 Frontier Asset Management LLC3,585$219K0.1%N/A0.021%
8/7/2024 GEM Asset Management LLC63,411$3.88M2.4%+0.4%0.376%
8/6/2024 DDFG Inc38,202$2.34M0.7%+1.9%0.227%
8/6/2024 Clearwater 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%
8/5/2024 Addison Advisors LLC91,289$5.59M1.8%-1.9%0.542%
8/3/2024 Journey 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%
7/26/2024 Signature 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%
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7/25/2024 Tranquility 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%
7/23/2024 GYL Financial Synergies LLC251,389$15.39M1.2%-4.5%1.492%
7/22/2024 Fox Financial Inc165,013$10.10M9.3%N/A0.979%
7/20/2024 Apollon 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%
(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, 137 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 ($52.23M), 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 ($26.19M).Learn more on SMLF's institutional investors.

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

Of the 111 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 ($676.47K), Maltin Wealth Management Inc. ($641.10K), Pacific Center for Financial Services ($388.02K), Cornerstone Planning Group LLC ($362.23K), 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 5,561,851 shares in the last 24 months. This purchase volume represents approximately $326.28M in transactions.

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

Of the 58 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 ($54.16K).

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

Institutional investors have sold a total of 12,297,824 shares in the last 24 months. This volume of shares sold represents approximately $653.96M in transactions.


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This page (NYSEARCA:SMLF) was last updated on 12/22/2024 by MarketBeat.com Staff
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