iShares US Smallcap Equity FSMLFETF
13F holders, Q2 2025 (June 30)215holders +22
38new positions
16sold out
$68.00avg. 13F price*
At the end of Q2 2025, 215 institutions reported holding iShares US Smallcap Equity F (SMLF) in their 13F filings, up 22 from Q1 2025. 38 opened new positions and 16 sold out. The largest holders were Strategic Financial Services, Inc. ($254.4M), Wells Fargo & Company ($141.0M) and Ameriprise Financial Inc. ($106.6M).
- Company
- iShares US Smallcap Equity F
- CUSIP
- 46434V290
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $58.3M |
| Exits | 16 | $25.9M |
All 13F filers, Q1 2025 → Q2 2025: 3,106,506 shares bought and 4,578,063 shares sold, net −1,471,557 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 215 holders
| Strategic Financial Services, Inc. | 13.69% | Add +3.8% | 3,744,652 | $254.4M |
| Wells Fargo & Company | 0.03% | Add +10.3% | 2,075,308 | $141.0M |
| Ameriprise Financial Inc. | 0.03% | Add +36.7% | 1,568,204 | $106.6M |
| LPL Financial LLC | 0.02% | Add +52.8% | 963,855 | $65.5M |
| Acropolis Investment Management, LLC | 3.25% | Add +4.0% | 870,884 | $59.2M |
| Financial Management Professionals, Inc. | 3.98% | Add +4.0% | 520,851 | $35.4M |
| Ullmann Wealth Partners Group, LLC | 4.10% | Reduce -9.2% | 510,064 | $34.7M |
| BlackRock, Inc. | 0.00% | Add +3.4% | 495,397 | $33.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +11.3% | 490,822 | $33.4M |
| Clearwater Capital Advisors, LLC | 2.89% | Add +1.7% | 466,151 | $31.7M |
| Bank of America Corp. | 0.00% | Add +65.4% | 463,250 | $31.5M |
| Cornerstone Planning Group LLC | 6.17% | Add +8.9% | 435,547 | $30.2M |
| Pacific Center for Financial Services | 7.36% | Reduce -1.1% | 399,104 | $27.1M |
| Valmark Advisers, Inc. | 0.35% | Add +1.5% | 371,206 | $25.2M |
| River Wealth Advisors LLC | 2.78% | New | 328,683 | $22.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +15.9% | 323,208 | $22.0M |
| Cetera Investment Advisers | 0.04% | Add +35.7% | 316,568 | $21.5M |
| Focus Partners Wealth | 0.04% | Add +4.7% | 287,017 | $19.5M |
| Fox Financial, Inc | 16.46% | Add +1.5% | 286,455 | $19.5M |
| Reston Wealth Management LLC | 6.21% | Add +2.8% | 260,590 | $17.7M |
| Foundations Investment Advisors, LLC | 0.27% | Reduce -2.6% | 249,612 | $17.0M |
| Private Advisor Group, LLC | 0.09% | Add +29.3% | 236,009 | $16.0M |
| Integrity Alliance, Llc. | 0.78% | Reduce -36.3% | 210,643 | $14.3M |
| Family Office Research LLC | 6.48% | Add +3.9% | 201,512 | $13.7M |
| Exchange Traded Concepts, LLC | 0.17% | Add +11.7% | 198,569 | $13.5M |
| UBS Group AG | 0.00% | Add +0.8% | 195,096 | $13.3M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -7.0% | 193,569 | $13.2M |
| Raymond James Financial Inc. | 0.00% | Add +186.8% | 193,276 | $13.1M |
| First International Bank & Trust | 4.26% | Reduce -6.0% | 180,244 | $12.2M |
| PTM Wealth Management, LLC | 7.53% | New | 163,062 | $11.4M |
| Osaic Holdings, Inc. | 0.02% | Add +33.9% | 161,473 | $11.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.1% | 157,180 | $10.7M |
| Janney Montgomery Scott LLC | 0.03% | New | 151,512 | $10.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +133.7% | 148,603 | $10.1M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +3.0% | 148,598 | $10.1M |
| FMR LLC | 0.00% | Reduce -96.1% | 143,920 | $9.8M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -8.3% | 139,921 | $9.5M |
| Denver PWM, LLC | 2.78% | Add +4.7% | 131,398 | $8.9M |
| MML Investors Services, LLC | 0.03% | Add +25.0% | 130,422 | $8.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +36.3% | 130,070 | $8.8M |
| WCG Wealth Advisors LLC | 0.54% | Add +2.8% | 123,891 | $8.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.9% | 123,249 | $8.4M |
| Anfield Capital Management, LLC | 2.19% | Add +0.8% | 97,280 | $6.6M |
| Cora Capital Advisors LLC | 2.59% | Reduce -1.4% | 85,566 | $5.8M |
| Journey Advisory Group, LLC | 0.45% | Reduce -19.9% | 85,110 | $5.8M |
| DDFG, Inc | 1.44% | Add +2.6% | 84,028 | $5.7M |
| GeoWealth Management, LLC | 0.22% | Add +10.4% | 83,594 | $5.7M |
| Cozad Asset Management Inc. | 0.48% | Add +31.4% | 80,780 | $5.5M |
| Addison Advisors LLC | 1.29% | Reduce -2.3% | 76,029 | $5.2M |
| FMA Wealth Management, LLC | 3.82% | Add +1.0% | 75,877 | $5.2M |
| Cerity Partners LLC | 0.01% | Reduce -1.9% | 74,023 | $5.0M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -16.4% | 70,955 | $4.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +6.5% | 70,887 | $4.8M |
| GEM Asset Management, LLC | 2.44% | Add +3.0% | 68,947 | $4.8M |
| Modern Wealth Management, LLC | 0.11% | Add +24.9% | 68,006 | $4.6M |
| Aspen Wealth Strategies, LLC | 2.74% | Add +2.6% | 66,871 | $4.5M |
| Peapack Gladstone Financial Corp. | 0.06% | Add +506.4% | 66,351 | $4.5M |
| Beirne Wealth Consulting Services, LLC | 1.37% | Add +5.5% | 62,113 | $4.2M |
| Vista Cima Wealth Management LLC | 3.77% | Add +3.2% | 59,304 | $4.0M |
| Equitable Holdings, Inc. | 0.03% | Add +8.4% | 54,398 | $3.7M |
| D.A. Davidson & Co. | 0.03% | Reduce -2.5% | 53,266 | $3.6M |
| Apollon Financial, LLC | 0.76% | Reduce -5.8% | 53,175 | $3.6M |
| Weil Company, Inc. | 0.87% | Add +125.1% | 48,409 | $3.3M |
| Novem Group | 0.39% | New | 45,366 | $3.1M |
| Phillips Financial Management, LLC | 0.21% | Reduce -28.9% | 42,268 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +23.2% | 41,402 | $2.8M |
| Premier Path Wealth Partners, LLC | 0.35% | Add +1.9% | 37,134 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | New | 36,346 | $2.5M |
| Parkside Financial Bank & Trust | 0.27% | Add +0.3% | 36,274 | $2.5M |
| Thoroughbred Financial Services, LLC | 0.17% | Add +3.9% | 35,254 | $2.4M |
| Harbor Asset Planning, Inc. | 2.17% | — | 33,484 | $2.3M |
| Morgan Stanley | 0.00% | Reduce -17.9% | 32,421 | $2.2M |
| LifeGoal Investments, LLC | 2.06% | Add +1.5% | 31,930 | $2.2M |
| Montag A & Associates Inc. | 0.10% | No change | 29,500 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -78.3% | 29,224 | $2.0M |
| Perigon Wealth Management, LLC | 0.05% | Add +14.8% | 28,800 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.4% | 26,576 | $1.9M |
| Pallas Capital Advisors LLC | 0.07% | New | 25,756 | $1.8M |
| Principal Securities, Inc. | 0.03% | Add +11494.5% | 25,508 | $1.7M |
| Schmidt P J Investment Management Inc. | 0.30% | Add +7.9% | 25,258 | $1.7M |
| BKM Wealth Management, LLC | 0.66% | Reduce -13.0% | 24,695 | $1.7M |
| Flagship Private Wealth, LLC | 0.70% | Add +55.0% | 24,114 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -4.8% | 23,297 | $1.6M |
| Wharton Business Group, LLC | 0.06% | No change | 22,125 | $1.5M |
| Cwm, LLC | 0.01% | Reduce -2.6% | 22,093 | $1.5M |
| Wedmont Private Capital | 0.06% | No change | 21,170 | $1.5M |
| Cyndeo Wealth Partners, LLC | 0.09% | Add +4.4% | 21,438 | $1.5M |
| Dynamic Wealth Strategies, LLC | 1.00% | Add +9.2% | 20,402 | $1.4M |
| Westover Capital Advisors, LLC | 0.27% | Reduce -0.7% | 20,206 | $1.4M |
| LWM Advisory Services, LLC | 0.93% | Add +10.9% | 19,836 | $1.3M |
| Empirical Asset Management, LLC | 0.40% | Add +1.1% | 18,885 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -14.3% | 18,647 | $1.3M |
| Hibernia Wealth Partners, LLC | 0.44% | Add +100.2% | 17,773 | $1.2M |
| Empowered Funds, LLC | 0.01% | New | 17,461 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +20.7% | 17,338 | $1.2M |
| Brown Advisory Inc. | 0.00% | No change | 16,792 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -8.6% | 15,280 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +325.1% | 15,215 | $1.0M |
| Talisman Wealth Advisors LLC | 0.84% | Add +24.7% | 13,570 | $922K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -10.6% | 13,175 | $895K |
"% 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.