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

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$62.35
+0.79 (+1.28%)
(As of 05/9/2024 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)
65
Total
Institutional Inflows
(last 12 months)
$111.14M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$575.61M
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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
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%
5/8/2024Cozad Asset Management Inc.42,331$2.69M0.3%+7.5%0.254%
5/8/2024US Bancorp DE26,976$1.72M0.0%+0.7%0.162%
5/8/2024 QRG Capital Management Inc.14,327$911K0.0%-49.0%0.086%
5/7/2024 Wealthspire Advisors LLC9,544$607K0.0%-10.0%0.057%
5/2/2024 Choreo LLC8,759$557K0.0%-5.4%0.053%
5/1/2024 BNP 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%
4/25/2024 Mendota Financial Group LLC766$49K0.0%N/A0.005%
4/24/2024 CENTRAL TRUST Co753$48K0.0%N/A0.005%
4/24/2024 Premier Path Wealth Partners LLC31,946$2.03M0.4%+24.6%0.198%
4/22/2024 Edge Financial Advisors LLC5,072$322K0.3%N/A0.031%
4/18/2024 Capital Advisors Ltd. LLC8,099$515K0.1%-6.3%0.050%
4/18/2024 BKM Wealth Management LLC26,102$1.66M0.7%-4.3%0.162%
4/18/2024 Diversified Trust Co7,193$457K0.0%N/A0.045%
4/17/2024 Trilogy Capital Inc.7,762$494K0.0%-48.5%0.048%
4/16/2024 Financial Management Professionals Inc.459,317$29.20M4.3%+3.1%2.844%
4/16/2024 Wealth Enhancement Advisory Services LLC10,602$674K0.0%-3.3%0.066%
4/15/2024 Brookstone Capital Management19,874$1.26M0.0%N/A0.123%
4/10/2024 Park Avenue Securities LLC4,559$290K0.0%+4.4%0.032%
2/14/2024Wescott Financial Advisory Group LLC18,200$1.07M0.2%-10.5%0.126%
2/12/2024Brown Brothers Harriman & Co.22,493$1.32M0.0%-0.9%0.156%
2/12/2024 Glassman Wealth Services485$29K0.0%-67.5%0.003%
2/9/2024Sepio Capital LP19,194$1.13M0.1%-14.2%0.133%
2/9/2024 FMA Wealth Management LLC27,181$1.60M1.5%N/A0.189%
2/9/2024Wade Financial Advisory Inc88,711$5.22M2.0%-12.9%0.616%
2/9/2024US Bancorp DE26,792$1.58M0.0%-10.4%0.186%
2/9/2024D.A. Davidson & CO.43,229$2.54M0.0%+5.9%0.300%
2/9/2024Wells Fargo & Company MN1,123,867$66.11M0.0%+3.2%7.805%
2/9/2024UBS Group AG169,056$9.94M0.0%+1.3%1.174%
2/8/2024Kingsview Wealth Management LLC40,093$2.36M0.1%+113.9%0.278%
2/8/2024 Strategic Financial Services Inc 3,892,016$228.93M16.1%+0.4%27.028%
2/7/2024 QRG Capital Management Inc.28,099$1.65M0.0%-23.2%0.195%
2/7/2024 Wealthspire Advisors LLC10,600$623K0.0%-7.5%0.074%
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2/7/2024Clearwater Capital Advisors LLC460,400$27.08M3.0%+0.9%3.197%
2/7/2024 Bogart Wealth LLC1,001$59K0.0%+66.6%0.007%
2/6/2024 Apollon Wealth Management LLC8,913$524K0.0%+26.4%0.062%
2/6/2024 Private Advisor Group LLC11,622$684K0.0%-1.9%0.081%
2/6/2024 Signature Resources Capital Management LLC548$32K0.0%N/A0.004%
2/6/2024 Westover Capital Advisors LLC20,184$1.19M0.4%N/A0.140%
2/5/2024First Ascent Asset Management LLC95,441$5.61M0.6%+4.5%0.663%
2/5/2024Cozad Asset Management Inc.39,376$2.32M0.3%+14.4%0.273%
2/5/2024 Choreo LLC9,256$544K0.0%-28.3%0.064%
2/5/2024 Cora Capital Advisors LLC76,339$4.49M2.6%+6.0%0.530%
2/5/2024 DDFG Inc60,142$3.54M1.2%-0.5%0.418%
2/2/2024 Addison Advisors LLC95,342$5.61M2.2%-1.2%0.662%
2/2/2024Atria Wealth Solutions Inc.3,713$218K0.0%N/A0.026%
2/2/2024 Capital Advisors Ltd. LLC8,647$509K0.1%-17.7%0.060%
2/1/2024 Parkside Financial Bank & Trust35,633$2.10M0.4%+37.2%0.247%
2/1/2024 Foster & Motley Inc.20,518$1.21M0.1%-1.6%0.142%
2/1/2024 CWM LLC430,304$25.31M0.1%-14.2%2.988%
1/31/2024 J.W. Cole Advisors Inc.10,868$639K0.0%+7.8%0.075%
1/31/2024 Tranquility Partners LLC5,527$325K0.1%-4.0%0.038%
1/30/2024 Ergawealth Advisors Inc.9,038$532K0.3%-2.1%0.063%
1/29/2024 ORG Partners LLC1,496$88K0.0%N/A0.010%
1/29/2024Signature Estate & Investment Advisors LLC20,889$1.23M0.0%+3.0%0.145%
1/26/2024Cerity Partners LLC96,317$5.67M0.0%+7.7%0.669%
1/25/2024 Phillips Financial Management LLC97,089$5.71M0.5%-11.0%0.674%
1/24/2024 Allworth Financial LP6,077$357K0.0%-10.9%0.042%
1/19/2024 Hibernia Wealth Partners LLC8,600$506K0.4%-4.2%0.060%
1/18/2024 Well Done LLC3,664$216K0.0%N/A0.025%
1/16/2024 Acropolis Investment Management LLC662,796$39.45M2.7%+5.8%4.603%
1/12/2024 Premier Path Wealth Partners LLC25,643$1.53M0.3%N/A0.178%
1/12/2024 Cedar Brook Financial Partners LLC19,522$1.12M0.2%+2.1%0.136%
1/12/2024 Financial Management Professionals Inc.445,697$26.22M4.3%+0.5%3.095%
1/12/2024 Trilogy Capital Inc.15,066$886K0.1%N/A0.105%
1/11/2024Ullmann Wealth Partners Group LLC493,027$29M4.7%+5.8%3.424%
1/11/2024 BKM Wealth Management LLC27,275$1.60M0.1%N/A0.189%
1/11/2024 BKM Wealth Management LLC27,275$1.60M0.1%N/A0.189%
1/10/2024 Cornerstone Wealth Management LLC3,565$210K0.0%N/A0.025%
11/15/2023Integrated Wealth Concepts LLC449,195$23.24M0.4%-9.4%3.119%
11/15/2023Mercer Global Advisors Inc. ADV421,749$21.82M0.1%-82.2%2.929%
11/14/2023 Parkside Financial Bank & Trust25,972$1.34M0.3%+2,110.4%0.180%
11/13/2023Mariner LLC10,251$530K0.0%N/A0.071%
11/13/2023Envestnet Asset Management Inc.290,069$15.01M0.0%-87.2%2.014%
11/13/2023 QRG Capital Management Inc.36,592$1.89M0.0%N/A0.254%
11/9/2023 Phillips Financial Management LLC109,094$5.64M0.5%-16.8%0.758%
11/9/2023Wescott Financial Advisory Group LLC20,329$1.05M0.2%+3.9%0.141%
11/9/2023UBS Group AG166,813$8.63M0.0%-0.3%1.158%
11/9/2023Howe & Rusling Inc.809$42K0.0%N/A0.006%
11/8/2023 Choreo LLC12,912$671K0.0%-51.8%0.090%
11/8/2023D.A. Davidson & CO.40,803$2.11M0.0%+5.5%0.283%
11/8/2023First Ascent Asset Management LLC91,319$4.72M0.6%+12.5%0.634%
11/8/2023Avantax Advisory Services Inc.5,074$262K0.0%-65.3%0.035%
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11/7/2023Kingsview Wealth Management LLC18,742$970K0.0%+4.2%0.130%
11/7/2023 SouthState Corp675$35K0.0%-58.7%0.005%
11/7/2023Executive Wealth Management LLC6,118$317K0.0%N/A0.042%
11/7/2023 Addison Advisors LLC96,504$4.99M2.3%-1.9%0.670%
11/6/2023 Wealthspire Advisors LLC11,458$593K0.0%-3.7%0.080%
11/6/2023 Strategic Financial Services Inc3,877,546$200.59M15.6%+0.3%26.927%
11/6/2023GYL Financial Synergies LLC257,518$13.32M1.3%-2.0%1.788%
11/4/2023 Coulter & Justus Financial Services LLC12,818$663K0.5%+5.6%0.089%
11/3/2023 Private Advisor Group LLC11,851$613K0.0%+2.5%0.082%
11/2/2023 DDFG Inc60,423$3.13M1.2%-2.4%0.420%
(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, 101 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), Financial Management Professionals Inc. ($29.20M), Clearwater Capital Advisors LLC ($29.02M), Ullmann Wealth Partners Group LLC ($29M), and CWM LLC ($25.31M).Learn more on SMLF's institutional investors.

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

Of the 79 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), Envestnet Asset Management Inc. ($280.28K), Sanford Advisory Services LLC ($222.94K), Ullmann Wealth Partners Group LLC ($180.84K), Cerity Partners LLC ($107.20K), and Financial Management Professionals Inc. ($83.15K).

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

Institutional investors have bought a total of 2,946,126 shares in the last 24 months. This purchase volume represents approximately $155.45M in transactions.

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

Of the 49 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 ($4.91M), Envestnet Asset Management Inc. ($4.81M), CWM LLC ($1.51M), Integrated Wealth Concepts LLC ($168.15K), Foundations Investment Advisors LLC ($163.55K), 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 11,939,171 shares in the last 24 months. This volume of shares sold represents approximately $630.60M in transactions.


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This page (NYSEARCA:SMLF) was last updated on 5/10/2024 by MarketBeat.com Staff

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