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

ETF ยท NYSE Arca

iShares U.S. Small Cap Equity Factor ETF (SMLF) is an exchange-traded fund listed on NYSE Arca, where it has traded since April 28, 2015.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
April 28, 2015

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 297 institutions reported holding SMLF, with 38.1 million shares worth $3.4 billion in aggregate. The largest reported holder was Strategic Financial Services, with 3.8 million shares worth $336.8 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
Strategic Financial Services3,777,784$337MReduced 1.53%
Charles Schwab Investment Management3,244,719$289MAdded 25.55%
Wells Fargo & Company/MN3,047,559$272MAdded 2.65%
Ameriprise Financial2,175,644$194MAdded 9.53%
Lpl Financial1,593,475$142MAdded 3.15%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is SMLF?

iShares U.S. Small Cap Equity Factor ETF (SMLF) is an exchange-traded fund listed on NYSE Arca, where it has traded since April 28, 2015.

Who are the largest institutional holders of SMLF?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SMLF were Strategic Financial Services, Charles Schwab Investment Management and Wells Fargo & Company/MN.

How many institutions own SMLF?

297 institutions reported a position in SMLF for the quarter ended June 30, 2026, worth $3.4 billion in total.

Did institutions buy or sell SMLF last quarter?

Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for SMLF.

Every reported institutional holder, plus insider and congressional trades in SMLF, on SentiSense.