Who Owns iShares U.S. Small-Cap Equity Factor ETF (SMLF)?Hedge Fund & Institutional Holders

$74.26-0.17 (-0.23%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+9 / -5

Price History

$54.28$60.77$67.25$73.74$80.23Sep 24Jun 25Mar 26

SMLF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+944K+$126.9B
Valmark Advisers, Inc.New Position+1.2M+$90.7B
AMERIPRISE FINANCIAL INCIncreased+582K+$43.2B
Cornerstone Planning Group LLCNew Position+434K+$34.2B
FMR LLCIncreased+282K+$31.0B
Strategic Financial Services, Inc.Increased+66K+$24.5B
Madison Wealth Partners, IncNew Position+304K+$22.7B
Hennion & Walsh Asset Management, Inc.New Position+290K+$21.7B
RESTON WEALTH MANAGEMENT LLCNew Position+262K+$19.6B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+230K+$17.0B
Family Office Research LLCNew Position+203K+$15.4B
PTM WEALTH MANAGEMENT, LLCNew Position+180K+$13.8B
Geneos Wealth Management Inc.New Position+159K+$11.9B
Modern Wealth Management, LLCIncreased+145K+$11.1B
Acropolis Investment Management, LLCIncreased+53K+$10.3B

SMLF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-211K-$15.7B
WELLINGTON MANAGEMENT GROUP LLPClosed Position-207K-$15.4B
First International Bank & TrustClosed Position-178K-$13.3B
Beacon Pointe Advisors, LLCDecreased-7K-$11.5B
Integrated Wealth Concepts LLCDecreased-130K-$10.3B
Journey Advisory Group, LLCDecreased-75K-$5.6B
UBS Group AGDecreased-50K-$3.6B
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDecreased-15K-$1.7B
Empowered Funds, LLCClosed Position-20K-$1.5B
MERCER GLOBAL ADVISORS INC /ADVDecreased-13K-$1.2B
Kingsview Wealth Management, LLCDecreased-78-$1.0B
GeoWealth Management, LLCDecreased-3K-$753.1M
GTS SECURITIES LLCClosed Position-10K-$744.9M
WASHINGTON TRUST CoDecreased-10-$743.4M
Mach-1 Financial Group, LLCClosed Position-10K-$709.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Strategic Financial Services, Inc.3,810,840$303.0B13.98%Share
2AMERIPRISE FINANCIAL INC2,396,204$179.0B0.04%Share
3WELLS FARGO & COMPANY/MN1,532,545$114.0B0.02%Share
4BANK OF AMERICA CORP /DE/1,265,369$94.0B0.01%Share
5Valmark Advisers, Inc.1,211,401$90.7B1.12%Share
6Acropolis Investment Management, LLC968,630$72.5B3.26%Share
7WELLS FARGO & COMPANY/MN527,797$39.0B0.01%Share
8Modern Wealth Management, LLC505,589$37.9B0.69%Share
9Clearwater Capital Advisors, LLC468,005$35.0B2.92%Share
10Cornerstone Planning Group LLC433,586$34.2B5.33%Share
11BANK OF AMERICA CORP /DE/448,818$33.0B0.00%Share
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC424,888$31.0B0.00%Share
13FMR LLC421,199$31.0B0.00%Share
14Madison Wealth Partners, Inc303,766$22.7B4.15%Share
15Focus Partners Wealth300,548$22.0B0.03%Share
16Hennion & Walsh Asset Management, Inc.289,911$21.7B0.75%Share
17Fox Financial, Inc282,299$21.1B16.85%Share
18Private Advisor Group, LLC271,488$20.0B0.09%Share
19RESTON WEALTH MANAGEMENT LLC261,813$19.6B6.00%Share
20WELLS FARGO & COMPANY/MN256,785$19.0B0.00%Share
21INTEGRITY ALLIANCE, LLC.239,900$18.0B0.66%Share
22COMMONWEALTH EQUITY SERVICES, LLC230,211$17.0B0.02%Share
23RAYMOND JAMES FINANCIAL INC239,910$17.0B0.01%Share
24Family Office Research LLC203,079$15.4B6.30%Share
25EXCHANGE TRADED CONCEPTS, LLC194,917$14.6B0.11%Share
26OSAIC HOLDINGS, INC.188,547$14.0B0.02%Share
27PTM WEALTH MANAGEMENT, LLC180,437$13.8B7.81%Share
28MERCER GLOBAL ADVISORS INC /ADV164,091$12.0B0.02%Share
29UBS Group AG159,272$11.9B0.00%Share
30Geneos Wealth Management Inc.158,824$11.9B0.29%Share
31WCG Wealth Advisors LLC146,340$11.0B0.31%Share
32Stratos Wealth Partners, LTD.138,848$10.4B0.12%Share
33YHB Investment Advisors, Inc.135,006$10.1B0.70%Share
34JPMORGAN CHASE & CO126,311$9.0B0.00%Share
35Denver PWM, LLC131,450$8.9B2.98%Share
36Anfield Capital Management, LLC100,071$7.5B2.36%Share
37FLC Capital Advisors99,179$7.4B1.37%Share
38Seneca House Advisors98,374$7.4B2.76%Share
39CORA CAPITAL ADVISORS LLC88,782$6.6B2.59%Share
40DDFG, Inc85,516$6.4B1.40%Share
41Wealthcare Advisory Partners LLC83,369$6.2B0.12%Share
42D.A. DAVIDSON & CO.82,919$6.2B0.04%Share
43OSAIC HOLDINGS, INC.91,326$6.0B0.01%Share
44Weil Company, Inc.76,610$5.7B1.32%Share
45FMA Wealth Management, LLC75,832$5.7B3.68%Share
46Aspen Wealth Strategies, LLC74,383$5.6B3.05%Share
47Addison Advisors LLC73,594$5.5B1.24%Share
48GEM Asset Management, LLC69,768$5.4B2.41%Share
49Farther Finance Advisors, LLC68,876$5.2B0.06%Share
50Steward Partners Investment Advisory, LLC72,366$5.0B0.03%Share

SMLF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025259$1.6T+108
Q3 2025151$1.3T-42
Q2 2025193$1.2T+2
Q1 2025191$1.1T+40
Q4 2024151$4.9T+37
Q3 2024114$48.4T+6
Q2 2024108$18.1T+2
Q1 2024106$1050.0T—

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As of Q4 2025, 50 institutional investors hold SMLF (iShares U.S. Small-Cap Equity Factor ETF). The largest holder is Strategic Financial Services, Inc. with $303.0B in shares. This quarter, 9 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own SMLF?

As of Q4 2025, 50 institutional investors report holding SMLF (iShares U.S. Small-Cap Equity Factor ETF) in their 13F filings.

Who is the largest institutional holder of SMLF?

The largest institutional holder of SMLF is Strategic Financial Services, Inc. with $303.0B in shares.

Is institutional ownership of SMLF increasing or decreasing?

This quarter, 9 institutions opened new positions in SMLF and 5 closed their positions.