iShares US Smallcap Equity FSMLFETF
13F holders, Q1 2025 (March 31)193holders +11
29new positions
18sold out
$62.12avg. 13F price*
At the end of Q1 2025, 193 institutions reported holding iShares US Smallcap Equity F (SMLF) in their 13F filings, up 11 from Q4 2024. 29 opened new positions and 18 sold out. The largest holders were FMR LLC ($231.2M), Strategic Financial Services, Inc. ($224.2M) and Wells Fargo & Company ($116.9M).
- Company
- iShares US Smallcap Equity F
- CUSIP
- 46434V290
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $46.4M |
| Exits | 18 | $20.0M |
All 13F filers, Q4 2024 → Q1 2025: 6,355,743 shares bought and 868,162 shares sold, net +5,487,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 193 holders
| FMR LLC | 0.01% | Add +64497.2% | 3,719,505 | $231.2M |
| Strategic Financial Services, Inc. | 13.13% | Add +0.9% | 3,606,933 | $224.2M |
| Wells Fargo & Company | 0.03% | Add +15.7% | 1,880,649 | $116.9M |
| Ameriprise Financial Inc. | 0.02% | Add +52.3% | 1,147,066 | $71.3M |
| Acropolis Investment Management, LLC | 3.09% | Add +4.6% | 837,350 | $52.0M |
| LPL Financial LLC | 0.02% | Add +31.1% | 630,872 | $39.2M |
| Ullmann Wealth Partners Group, LLC | 4.64% | Reduce -1.2% | 561,508 | $34.9M |
| Financial Management Professionals, Inc. | 3.98% | Add +4.2% | 501,022 | $31.1M |
| BlackRock, Inc. | 0.00% | Add +5.2% | 479,252 | $29.8M |
| Clearwater Capital Advisors, LLC | 2.75% | Add +2.4% | 458,173 | $28.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -6.0% | 441,076 | $27.4M |
| Pacific Center for Financial Services | 6.65% | Reduce -1.0% | 403,430 | $25.1M |
| Cornerstone Planning Group LLC | 5.66% | Add +7.6% | 399,823 | $23.7M |
| Valmark Advisers, Inc. | 0.34% | Add +9.4% | 365,590 | $22.7M |
| Searcy Financial Services Inc. | 9.76% | Add +2.9% | 362,787 | $22.6M |
| Integrity Alliance, Llc. | 0.81% | Add +85.5% | 330,895 | $20.6M |
| Fox Financial, Inc | 16.52% | Add +1.2% | 282,329 | $17.5M |
| Bank of America Corp. | 0.00% | Add +20.1% | 280,024 | $17.4M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +0.5% | 278,747 | $17.3M |
| Focus Partners Wealth | 0.04% | Add +1.3% | 274,170 | $17.0M |
| Foundations Investment Advisors, LLC | 0.29% | New | 256,326 | $15.9M |
| Reston Wealth Management LLC | 6.37% | Add +1.6% | 253,513 | $15.8M |
| Cetera Investment Advisers | 0.03% | Add +18.1% | 233,342 | $14.5M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -23.7% | 208,023 | $12.9M |
| Family Office Research LLC | 5.87% | Reduce -4.5% | 193,941 | $12.1M |
| UBS Group AG | 0.00% | Add +20.8% | 193,539 | $12.0M |
| First International Bank & Trust | 3.77% | New | 191,796 | $11.9M |
| Private Advisor Group, LLC | 0.07% | Reduce -3.9% | 182,566 | $11.3M |
| Exchange Traded Concepts, LLC | 0.20% | Add +27.1% | 177,718 | $11.0M |
| JPMorgan Chase & Co. | 0.00% | Add +9.7% | 173,233 | $10.8M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -22.0% | 152,659 | $9.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.6% | 152,441 | $9.5M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +110.8% | 144,217 | $9.0M |
| Jane Street Group, LLC | 0.02% | Add +769.0% | 134,442 | $8.4M |
| Denver PWM, LLC | 2.81% | Add +10.1% | 125,466 | $7.8M |
| Osaic Holdings, Inc. | 0.02% | Add +185.4% | 120,600 | $7.5M |
| WCG Wealth Advisors LLC | 0.57% | Add +6.1% | 120,532 | $7.5M |
| Journey Advisory Group, LLC | 0.54% | Add +19.0% | 106,291 | $6.6M |
| MML Investors Services, LLC | 0.02% | Add +5.4% | 104,304 | $6.5M |
| Anfield Capital Management, LLC | 2.21% | New | 96,473 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +16.7% | 95,428 | $5.9M |
| Cora Capital Advisors LLC | 2.59% | Add +2.1% | 86,800 | $5.4M |
| United Capital Financial Advisors, LLC | 0.05% | Add +0.1% | 84,819 | $5.3M |
| DDFG, Inc | 1.41% | Add +4.4% | 81,868 | $5.1M |
| FMA Wealth Management, LLC | 3.85% | Reduce -0.2% | 75,127 | $5.0M |
| Addison Advisors LLC | 1.32% | Reduce -4.9% | 77,787 | $4.8M |
| GeoWealth Management, LLC | 0.19% | Reduce -65.9% | 75,702 | $4.7M |
| Cerity Partners LLC | 0.01% | Reduce -1.5% | 75,477 | $4.7M |
| Royal Bank of Canada | 0.00% | Add +150.9% | 68,441 | $4.3M |
| Raymond James Financial Inc. | 0.00% | Add +22.6% | 67,380 | $4.2M |
| GEM Asset Management, LLC | 2.34% | Reduce -5.4% | 66,970 | $4.2M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +0.1% | 66,573 | $4.1M |
| Aspen Wealth Strategies, LLC | 2.66% | New | 65,200 | $4.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +110.5% | 63,602 | $4.0M |
| Cozad Asset Management Inc. | 0.38% | Add +5.1% | 61,459 | $3.8M |
| Phillips Financial Management, LLC | 0.29% | Reduce -8.5% | 59,488 | $3.7M |
| Beirne Wealth Consulting Services, LLC | 1.30% | Reduce -7.2% | 58,859 | $3.7M |
| Vista Cima Wealth Management LLC | 3.84% | Add +5.3% | 57,446 | $3.6M |
| Wade Financial Advisory, Inc | 1.22% | Reduce -2.0% | 57,191 | $3.6M |
| Apollon Financial, LLC | 0.83% | Reduce -1.7% | 56,464 | $3.5M |
| D.A. Davidson & Co. | 0.03% | Add +12.9% | 54,637 | $3.4M |
| Modern Wealth Management, LLC | 0.11% | New | 54,449 | $3.4M |
| Equitable Holdings, Inc. | 0.03% | Reduce -3.3% | 50,165 | $3.1M |
| Morgan Stanley | 0.00% | Reduce -1.8% | 39,490 | $2.5M |
| Premier Path Wealth Partners, LLC | 0.35% | Add +2.1% | 36,424 | $2.3M |
| Parkside Financial Bank & Trust | 0.29% | Add +0.2% | 36,171 | $2.2M |
| Thoroughbred Financial Services, LLC | 0.13% | Add +939.1% | 33,937 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +55.5% | 33,596 | $2.1M |
| LifeGoal Investments, LLC | 2.11% | Reduce -19.1% | 31,448 | $2.0M |
| Montag A & Associates Inc. | 0.09% | No change | 29,500 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -11.0% | 29,242 | $1.8M |
| BKM Wealth Management, LLC | 0.73% | Reduce -4.5% | 28,371 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +130.0% | 27,231 | $1.7M |
| Landmark Wealth Management, Inc. | 0.78% | Reduce -81.2% | 26,190 | $1.6M |
| Perigon Wealth Management, LLC | 0.04% | Add +27.2% | 25,087 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -2.3% | 24,484 | $1.5M |
| Schmidt P J Investment Management Inc. | 0.27% | Add +18.5% | 23,410 | $1.5M |
| Cwm, LLC | 0.01% | Reduce -3.6% | 22,690 | $1.4M |
| Wharton Business Group, LLC | 0.06% | No change | 22,125 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +12.3% | 21,758 | $1.4M |
| Weil Company, Inc. | 0.40% | Add +225.5% | 21,502 | $1.3M |
| Cyndeo Wealth Partners, LLC | 0.08% | Add +20.5% | 20,537 | $1.3M |
| Westover Capital Advisors, LLC | 0.28% | Reduce -1.7% | 20,351 | $1.3M |
| Wedmont Private Capital | 0.06% | New | 21,170 | $1.2M |
| Empirical Asset Management, LLC | 0.40% | Add +0.6% | 18,687 | $1.2M |
| Dynamic Wealth Strategies, LLC | 0.97% | Reduce -50.4% | 18,676 | $1.2M |
| LWM Advisory Services, LLC | 0.77% | Reduce -5.5% | 17,883 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -2.2% | 16,792 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +20.4% | 16,719 | $1.0M |
| Plancorp, LLC | 0.04% | Add +63.9% | 15,647 | $973K |
| Flagship Private Wealth, LLC | 0.46% | Add +16.1% | 15,555 | $967K |
| Sepio Capital, LP | 0.08% | Add +0.3% | 15,441 | $960K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -3.4% | 14,733 | $916K |
| Truist Financial Corp. | 0.00% | Add +9.7% | 14,364 | $893K |
| Mascagni Wealth Management, Inc. | 0.84% | No change | 13,619 | $847K |
| Foster & Motley Inc. | 0.05% | Reduce -13.7% | 12,094 | $752K |
| Guidance Capital, Inc. | 0.21% | Add +64.6% | 11,161 | $702K |
| Wingate Wealth Advisors, Inc. | 0.80% | Add +21.6% | 11,172 | $694K |
| Peapack Gladstone Financial Corp. | 0.01% | New | 10,942 | $680K |
| Vantage Financial Partners, LLC | 0.17% | Add +131.0% | 10,939 | $680K |
"% 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.