Who Owns SMLF?
iShares U.S. Small-Cap Equity Factor ETF — Institutional Ownership & 13F Holdings
$82.19
+0.01 (+0.01%)
Market Cap
$3.5B
Shares Outstanding
39,718,392
Institutional Holders
190
Total Inst. Value
$1.3B
% of Float Held
—
QoQ Holder Change
+84
Institutional data as of Q1 2025
New Positions
60
Closed Positions
21
Increased
61
Decreased
45
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | FMR LLC | $231.2M | 3,719,505 |
| 2 | Strategic Financial Services, Inc. | $224.2M | 3,606,933 |
| 3 | WELLS FARGO & COMPANY/MN | $116.9M | 1,880,649 |
| 4 | AMERIPRISE FINANCIAL INC | $71.3M | 1,147,066 |
| 5 | Acropolis Investment Management, LLC | $52.0M | 837,350 |
| 6 | Financial Management Professionals, Inc. | $31.1M | 501,022 |
| 7 | BlackRock, Inc. | $29.8M | 479,252 |
| 8 | Clearwater Capital Advisors, LLC | $28.5M | 458,173 |
| 9 | Pacific Center for Financial Services | $25.1M | 403,430 |
| 10 | Cornerstone Planning Group LLC | $23.7M | 399,823 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| FMR LLC | +3.7M | $231.2M |
| Strategic Financial Services, Inc. | +32K | $224.2M |
| WELLS FARGO & COMPANY/MN | +255K | $116.9M |
| AMERIPRISE FINANCIAL INC | +394K | $71.3M |
| Acropolis Investment Management, LLC | +37K | $52.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GeoWealth Management, LLC | -146K | $4.7M |
| MERCER GLOBAL ADVISORS INC /ADV | -65K | $12.9M |
| Vista Cima Wealth Management LLC | -53K | $3.6M |
| Integrated Wealth Concepts LLC | -43K | $9.5M |
| Ball & Co Wealth Management Inc. | -41K | $0 |
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Frequently Asked Questions
How many institutional investors hold SMLF?
As of Q1 2025, 190 institutional investors report holding SMLF (iShares U.S. Small-Cap Equity Factor ETF) in their 13F filings.
Which hedge fund owns the most SMLF?
The largest institutional holder of SMLF is FMR LLC with $231.2M in shares.
Are institutions buying or selling SMLF?
This quarter, 60 institutions opened new positions in SMLF and 21 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.