iShares US Smallcap Equity FSMLFETF
13F holders, Q2 2024 (June 30)147holders +8
17new positions
11sold out
1famous investor
$61.20avg. 13F price*
At the end of Q2 2024, 147 institutions reported holding iShares US Smallcap Equity F (SMLF) in their 13F filings, up 8 from Q1 2024. 17 opened new positions and 11 sold out. The largest holders were Strategic Financial Services, Inc. ($231.2M), Wells Fargo & Company ($83.5M) and Acropolis Investment Management, LLC ($47.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares US Smallcap Equity F
- CUSIP
- 46434V290
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $68.0M |
| Exits | 11 | $4.0M |
All 13F filers, Q1 2024 → Q2 2024: 1,919,532 shares bought and 989,722 shares sold, net +929,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 147 holders
| Strategic Financial Services, Inc. | 14.63% | Reduce -5.0% | 3,776,600 | $231.2M |
| Wells Fargo & Company | 0.02% | Add +9.1% | 1,364,886 | $83.5M |
| Acropolis Investment Management, LLC | 2.99% | Add +9.2% | 773,465 | $47.3M |
| Ullmann Wealth Partners Group, LLC | 4.68% | Add +5.1% | 535,895 | $32.8M |
| BlackRock Inc. | 0.00% | Reduce -0.9% | 499,352 | $30.6M |
| Financial Management Professionals, Inc. | 3.94% | Add +2.2% | 469,218 | $28.7M |
| Clearwater Capital Advisors, LLC | 2.96% | Reduce -0.1% | 455,822 | $27.9M |
| Pacific Center for Financial Services | 6.62% | Add +1.8% | 385,716 | $23.6M |
| Valmark Advisers, Inc. | 0.38% | New | 361,852 | $22.1M |
| Searcy Financial Services Inc. | 10.62% | New | 347,708 | $21.3M |
| LPL Financial LLC | 0.01% | Add +71.7% | 329,046 | $20.1M |
| Ameriprise Financial Inc. | 0.01% | Add +30.8% | 307,807 | $18.8M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -6.1% | 292,377 | $17.9M |
| GYL Financial Synergies, LLC | 1.19% | Reduce -4.5% | 251,389 | $15.4M |
| Reston Wealth Management LLC | 5.85% | Add +4.6% | 239,223 | $14.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.7% | 236,037 | $14.4M |
| Integrated Wealth Concepts LLC | 0.18% | Reduce -50.1% | 217,030 | $13.3M |
| Bank of America Corp. | 0.00% | Add +31.9% | 200,723 | $12.3M |
| Fox Financial, Inc | 9.31% | New | 165,013 | $10.1M |
| UBS Group AG | 0.00% | Reduce -3.4% | 155,864 | $9.5M |
| Cetera Investment Advisers | 0.02% | Add +44.0% | 143,092 | $8.8M |
| Sanctuary Advisors, LLC | 0.06% | — | 140,436 | $8.5M |
| Landmark Wealth Management, Inc. | 4.63% | New | 137,393 | $8.4M |
| GeoWealth Management, LLC | 0.32% | Add +18.0% | 121,046 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +37.9% | 108,544 | $6.6M |
| Addison Advisors LLC | 1.80% | Reduce -1.9% | 91,289 | $5.6M |
| Private Advisor Group, LLC | 0.04% | Add +605.8% | 91,259 | $5.6M |
| Journey Advisory Group, LLC | 0.65% | Add +51.8% | 89,351 | $5.5M |
| United Capital Financial Advisors, LLC | 0.04% | Add +0.9% | 84,073 | $5.1M |
| Cerity Partners LLC | 0.01% | Reduce -3.5% | 82,940 | $5.1M |
| Phillips Financial Management, LLC | 0.40% | Reduce -9.1% | 79,909 | $4.9M |
| Cora Capital Advisors LLC | 2.50% | Reduce -0.7% | 79,203 | $4.8M |
| MML Investors Services, LLC | 0.02% | Add +8.1% | 72,710 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -9.6% | 70,461 | $4.3M |
| GEM Asset Management, LLC | 2.42% | Add +0.5% | 63,411 | $3.9M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +1.9% | 62,413 | $3.8M |
| Apollon Financial, LLC | 1.18% | Reduce -1.5% | 59,522 | $3.6M |
| Wade Financial Advisory, Inc | 1.27% | Reduce -5.2% | 57,776 | $3.5M |
| Cozad Asset Management Inc. | 0.28% | Add +9.1% | 46,164 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +50.7% | 45,471 | $2.8M |
| D.A. Davidson & Co. | 0.02% | Add +4.7% | 45,308 | $2.8M |
| Beirne Wealth Consulting Services, LLC | 1.09% | Add +2.8% | 43,996 | $2.7M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +108.4% | 38,933 | $2.4M |
| DDFG, Inc | 0.72% | Add +1.9% | 38,202 | $2.3M |
| Dynamic Wealth Strategies, LLC | 2.00% | Reduce -1.8% | 37,950 | $2.3M |
| Parkside Financial Bank & Trust | 0.34% | Add +0.3% | 35,810 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | New | 35,393 | $2.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 33,755 | $2.1M |
| FMA Wealth Management, LLC | 1.66% | Add +6.8% | 33,647 | $2.1M |
| Premier Path Wealth Partners, LLC | 0.35% | Add +5.0% | 33,528 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.6% | 31,703 | $1.9M |
| Wharton Business Group, LLC | 0.10% | Reduce -0.1% | 30,049 | $1.8M |
| Cwm, LLC | 0.01% | Reduce -92.6% | 28,586 | $1.8M |
| BKM Wealth Management, LLC | 0.76% | Reduce -1.0% | 25,847 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -6.8% | 25,154 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +241.9% | 21,427 | $1.3M |
| Westover Capital Advisors, LLC | 0.33% | Add +0.6% | 20,766 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.5% | 19,449 | $1.2M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 18,493 | $1.1M |
| Foster & Motley Inc. | 0.08% | Reduce -4.1% | 18,437 | $1.1M |
| Brown Advisory Inc. | 0.00% | No change | 17,176 | $1.1M |
| Hibernia Wealth Partners, LLC | 0.36% | Add +100.2% | 16,981 | $1.0M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -73.0% | 16,121 | $987K |
| Susquehanna International Group, LLP | 0.00% | Reduce -0.9% | 16,039 | $982K |
| Cyndeo Wealth Partners, LLC | 0.08% | Add +135.2% | 15,906 | $974K |
| Sepio Capital, LP | 0.09% | Reduce -20.5% | 15,310 | $937K |
| Schmidt P J Investment Management Inc. | 0.17% | Add +59.6% | 15,072 | $923K |
| Citadel Advisors | 0.00% | Reduce -19.3% | 14,922 | $913K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +1.4% | 12,804 | $784K |
| Focus Partners Wealth | 0.00% | No change | 12,345 | $756K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.1% | 11,563 | $708K |
| Truist Financial Corp. | 0.00% | Add +7.1% | 11,563 | $708K |
| Ascent Wealth Partners, LLC | 0.10% | No change | 10,655 | $652K |
| LWM Advisory Services, LLC | 0.54% | Add +26.0% | 10,539 | $645K |
| WASHINGTON TRUST Co | 0.02% | No change | 9,999 | $612K |
| NewEdge Advisors, LLC | 0.00% | Add +90.5% | 9,860 | $604K |
| QRG Capital Management, Inc. | 0.01% | Reduce -32.1% | 9,734 | $596K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -2.6% | 9,293 | $569K |
| Wescott Financial Advisory Group, LLC | 0.07% | Reduce -8.8% | 9,212 | $564K |
| Farther Finance Advisors, LLC | 0.03% | Add +71.0% | 9,149 | $554K |
| Choreo, LLC | 0.01% | Add +1.5% | 8,887 | $538K |
| Morgan Stanley | 0.00% | Add +0.7% | 8,676 | $531K |
| Jane Street Group, LLC | 0.00% | New | 8,391 | $514K |
| Capital Advisors, Ltd. LLC | 0.06% | Reduce -2.2% | 7,920 | $485K |
| Ergawealth Advisors, Inc. | 0.26% | Reduce -0.1% | 7,723 | $473K |
| Royal Bank of Canada | 0.00% | Add +35.3% | 7,661 | $469K |
| Empirical Asset Management, LLC | 0.17% | New | 7,437 | $455K |
| Diversified Trust Co. | 0.01% | No change | 7,193 | $440K |
| Plancorp, LLC | 0.02% | Add +10.5% | 6,998 | $428K |
| FMR LLC | 0.00% | Add +123.7% | 6,714 | $411K |
| Blair William & Co. | 0.00% | Add +9.2% | 6,387 | $391K |
| Executive Wealth Management, LLC | 0.07% | Add +0.3% | 6,381 | $391K |
| Destiny Wealth Partners, LLC | 0.07% | No change | 6,262 | $383K |
| First Foundation Advisors | 0.01% | No change | 6,021 | $369K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 5,466 | $335K |
| Sigma Planning Corp | 0.01% | Add +21.1% | 5,465 | $334K |
| Tranquility Partners, LLC | 0.12% | Reduce -4.3% | 5,287 | $324K |
| Northern Trust Corp. | 0.00% | No change | 5,024 | $308K |
| Goldman Sachs Group Inc. | 0.00% | No change | 4,999 | $306K |
| Park Avenue Securities LLC | 0.00% | Add +6.3% | 4,844 | $297K |
"% of holder's portfolio" is SMLF's weight in each manager's 13F, not the share of iShares US Smallcap Equity F the manager owns.