iShares U.S. Small Cap Equity Factor
SMLF • ARCA
iShares U.S. Small Cap Equity Factor is an exchange-traded fund on ARCA. As of Q3 2025, 236 institutional investors hold shares in this ETF, with total holdings valued at $2.0B. Strategic Investment Advisors, Inc is the largest holder with a position valued at $278.4M.
Overview
Overview of institutional ownership in SMLF as of Q3 2025
All Institutions
- Institutions
- 236
- Value Held
- $2.0B
- Shares Held
- 26.7M
- Avg Position
- $8.4M
- Median Position
- $888.8K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in SMLF as of Q3 2025
| Institution | Position Value |
|---|---|
 Strategic Investment Advisors, Inc RIA/Wealth | $278.4M 13.97% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $163.1M 0.03% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $135.8M 0.03% of portfolio |
L LPL Financial LLC Institution | $87.8M 0.03% of portfolio |
 Valmark Advisers, Inc. RIA/Wealth | $78.9M 1.02% of portfolio |
 Acropolis Investment Management, LLC RIA/Wealth | $62.2M 3.16% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $57.3M 0.00% of portfolio |
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution | $49.6M 0.40% of portfolio |
 Financial Management Professionals, Inc. RIA/Wealth | $39.4M 4.11% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $38.8M 0.05% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SMLF in Q3 2025
- Traded
- +$367.8M
- Buyers
- 138
- Sellers
- 60
- Total Bought
- +$394.9M
- Total Sold
- −$27.1M
- Avg Position
- $8.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Valmark Advisers, Inc. RIA/Wealth | +$51.3M +690.3K shares |
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution | +$49.6M +667.1K shares |
 HighTower Advisors, LLC RIA/Wealth | +$36.4M +489.7K shares |
BANK OF AMERICA CORP /DE/ Institution | +$22.8M +307.0K shares |
 Modern Wealth Management, LLC RIA/Wealth | +$21.7M +292.5K shares |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | +$20.5M +275.6K shares |
AMERIPRISE FINANCIAL INC Institution | +$19.2M +257.9K shares |
L LPL Financial LLC Institution | +$16.2M +217.4K shares |
 WELLINGTON MANAGEMENT CO LLP Long Only Manager | +$15.4M +207.1K shares |
Cetera Investment Advisers RIA/Wealth | +$15.3M +205.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$7.2M −96.7K shares |
 SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager | −$3.8M −50.6K shares |
 Ullmann Financial Group, Inc. Institution | −$2.4M −32.5K shares |
J JANE STREET GROUP, LLC Institution | −$2.0M −29.2K shares |
 LifeGoal Wealth Advisors Fund of Funds | −$1.7M −23.5K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | −$1.2M −16.4K shares |
B BlackRock, Inc. Institution | −$1.2M −16.4K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$793.8K −10.7K shares |
 Hibernia Wealth Partners, LLC RIA/Wealth | −$648.9K −8.7K shares |
 Foundations Investment Advisors, LLC RIA/Wealth | −$578.0K −7.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SMLF in Q3 2025
- New Positions
- 24
- New Value
- $112.5M
- Exited Positions
- 8
- Exited Value
- $3.6M
New Positions
| Institution | Position Value |
|---|---|
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution | $49.6M 667.1K shares |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | $20.5M 275.6K shares |
WELLINGTON MANAGEMENT CO LLP Long Only Manager | $15.4M 207.1K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | $11.5M 155.2K shares |
 Redhawk Wealth Advisors, Inc. RIA/Wealth | $4.6M 62.5K shares |
 Santori & Peters, Inc. RIA/Wealth | $4.1M 55.7K shares |
T Tyche Wealth Partners LLC Institution | $1.2M 15.9K shares |
 BYRNE FINANCIAL FREEDOM, LLC RIA/Wealth | $1.2M 15.8K shares |
 Axiom Financial Strategies, LLC RIA/Wealth | $749.3K 10.1K shares |
 Mach-1 Financial Group, Inc. RIA/Wealth | $709.7K 9.5K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $2.0M 29.2K shares |
 QRG CAPITAL MANAGEMENT, INC. Long Only Manager | $506.4K 7.5K shares |
 GOLDMAN SACHS GROUP INC Institution | $398.3K 5.9K shares |
 CHANNEL WEALTH LLC RIA/Wealth | $299.3K 4.4K shares |
 Pensionmark Financial Group, LLC Pension/Endowment | $226.7K 3.3K shares |
 UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager | $116.0K 1.7K shares |
 BANK OF MONTREAL /CAN/ Institution | $18.7K 275.0 shares |
A AMERIFLEX GROUP, INC. Institution | $6.5K 96.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in SMLF as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SMLF as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
F Fox Financial, Inc Institution | 16.84% $21.2M |
Strategic Investment Advisors, Inc RIA/Wealth | 13.97% $278.4M |
 PTM WEALTH MANAGEMENT, LLC RIA/Wealth | 7.72% $12.9M |
 Pacific Center for Financial Services Real Assets | 7.56% $29.6M |
 Family Office Research LLC RIA/Wealth | 6.55% $14.9M |
 RESTON WEALTH MANAGEMENT LLC RIA/Wealth | 6.23% $19.3M |
 Cornerstone Planning Group LLC RIA/Wealth | 5.35% $32.8M |
F First International Bank & Trust Institution | 4.61% $13.3M |
Financial Management Professionals, Inc. RIA/Wealth | 4.11% $39.4M |
Ullmann Financial Group, Inc. Institution | 3.88% $35.5M |