iShares US Smallcap Equity FSMLFETF
13F holders, Q3 2025 (September 30)237holders +22
29new positions
8sold out
$74.09avg. 13F price*
At the end of Q3 2025, 237 institutions reported holding iShares US Smallcap Equity F (SMLF) in their 13F filings, up 22 from Q2 2025. 29 opened new positions and 8 sold out. The largest holders were Strategic Financial Services, Inc. ($278.4M), Wells Fargo & Company ($163.1M) and Ameriprise Financial Inc. ($135.8M).
- Company
- iShares US Smallcap Equity F
- CUSIP
- 46434V290
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $120.7M |
| Exits | 8 | $3.6M |
All 13F filers, Q2 2025 → Q3 2025: 5,306,128 shares bought and 368,609 shares sold, net +4,937,519 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 237 holders
| Strategic Financial Services, Inc. | 13.97% | Add +0.0% | 3,745,097 | $278.4M |
| Wells Fargo & Company | 0.03% | Add +5.7% | 2,193,290 | $163.1M |
| Ameriprise Financial Inc. | 0.03% | Add +16.4% | 1,826,109 | $135.8M |
| LPL Financial LLC | 0.03% | Add +22.6% | 1,181,222 | $87.8M |
| Valmark Advisers, Inc. | 1.02% | Add +185.9% | 1,061,478 | $78.9M |
| Acropolis Investment Management, LLC | 3.16% | Add +5.1% | 915,251 | $62.2M |
| Bank of America Corp. | 0.00% | Add +66.3% | 770,271 | $57.3M |
| Vantagepoint Investment Advisers LLC | 0.41% | New | 667,125 | $49.6M |
| Financial Management Professionals, Inc. | 4.10% | Add +1.8% | 530,408 | $39.4M |
| Cetera Investment Advisers | 0.05% | Add +64.9% | 522,154 | $38.8M |
| HighTower Advisors, LLC | 0.04% | Add +3218.4% | 504,897 | $37.5M |
| BlackRock, Inc. | 0.00% | Reduce -3.3% | 479,046 | $35.6M |
| Ullmann Wealth Partners Group, LLC | 3.88% | Reduce -6.4% | 477,546 | $35.5M |
| Clearwater Capital Advisors, LLC | 2.95% | Reduce -0.1% | 465,635 | $34.6M |
| Cornerstone Planning Group LLC | 5.25% | Add +1.8% | 443,175 | $32.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -10.3% | 440,260 | $32.7M |
| Pacific Center for Financial Services | 7.56% | Reduce -0.1% | 398,719 | $29.6M |
| Modern Wealth Management, LLC | 0.53% | Add +430.1% | 360,524 | $26.8M |
| River Wealth Advisors LLC | 2.98% | Add +4.5% | 343,369 | $25.5M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +3.9% | 335,755 | $25.0M |
| Focus Partners Wealth | 0.04% | Add +5.9% | 304,063 | $22.6M |
| Raymond James Financial Inc. | 0.01% | Add +47.6% | 285,363 | $21.2M |
| Fox Financial, Inc | 16.84% | Reduce -0.7% | 284,576 | $21.2M |
| Hennion & Walsh Asset Management, Inc. | 0.74% | New | 275,578 | $20.5M |
| Private Advisor Group, LLC | 0.10% | Add +13.5% | 267,850 | $19.9M |
| Reston Wealth Management LLC | 6.23% | Reduce -0.3% | 259,716 | $19.3M |
| Osaic Holdings, Inc. | 0.03% | Add +52.9% | 246,850 | $18.2M |
| Integrity Alliance, Llc. | 0.85% | Add +15.0% | 242,215 | $18.0M |
| Foundations Investment Advisors, LLC | 0.26% | Reduce -3.1% | 241,838 | $18.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +42.3% | 211,501 | $15.7M |
| UBS Group AG | 0.00% | Add +7.3% | 209,358 | $15.6M |
| Wellington Management Group LLP | 0.00% | New | 207,056 | $15.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +58.5% | 206,177 | $15.3M |
| Family Office Research LLC | 6.52% | Reduce -0.4% | 200,650 | $14.9M |
| Exchange Traded Concepts, LLC | 0.14% | Reduce -0.9% | 196,743 | $14.6M |
| First International Bank & Trust | 4.61% | Reduce -1.0% | 178,490 | $13.3M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -8.5% | 177,187 | $13.2M |
| PTM Wealth Management, LLC | 7.70% | Add +5.4% | 171,808 | $12.9M |
| Beacon Pointe Advisors, LLC | 0.10% | New | 155,216 | $11.5M |
| Geneos Wealth Management Inc. | 0.29% | Add +308826.0% | 154,463 | $11.5M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -1.9% | 148,670 | $11.1M |
| Stratos Wealth Partners, LTD. | 0.13% | Reduce -3.1% | 143,997 | $10.7M |
| FMR LLC | 0.00% | Reduce -3.3% | 139,181 | $10.3M |
| MML Investors Services, LLC | 0.03% | Add +6.5% | 138,963 | $10.3M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -0.9% | 138,682 | $10.3M |
| WCG Wealth Advisors LLC | 0.64% | Add +11.6% | 138,267 | $10.3M |
| JPMorgan Chase & Co. | 0.00% | Add +3.1% | 127,129 | $9.5M |
| Denver PWM, LLC | 2.78% | Add +0.0% | 131,450 | $8.9M |
| Truist Financial Corp. | 0.01% | Add +498.6% | 103,784 | $7.7M |
| YHB Investment Advisors, Inc. | 0.55% | New | 101,916 | $7.6M |
| Anfield Capital Management, LLC | 2.18% | Add +2.5% | 99,659 | $7.4M |
| Peapack Gladstone Financial Corp. | 0.09% | Add +35.0% | 89,608 | $6.7M |
| Cora Capital Advisors LLC | 2.73% | Add +0.9% | 86,333 | $6.4M |
| DDFG, Inc | 1.46% | Add +1.0% | 84,876 | $6.3M |
| Cozad Asset Management Inc. | 0.50% | Add +5.0% | 84,850 | $6.3M |
| Journey Advisory Group, LLC | 0.47% | Reduce -0.5% | 84,707 | $6.3M |
| D.A. Davidson & Co. | 0.04% | Add +52.1% | 81,014 | $6.0M |
| GeoWealth Management, LLC | 0.21% | Reduce -7.4% | 77,377 | $5.8M |
| FMA Wealth Management, LLC | 3.88% | Add +0.1% | 75,941 | $5.6M |
| Addison Advisors LLC | 1.30% | Reduce -0.7% | 75,537 | $5.6M |
| Cerity Partners LLC | 0.01% | Add +0.6% | 74,455 | $5.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.6% | 71,333 | $5.3M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -0.2% | 70,812 | $5.3M |
| GEM Asset Management, LLC | 2.44% | Add +0.6% | 69,360 | $5.2M |
| Aspen Wealth Strategies, LLC | 2.87% | Add +3.0% | 68,881 | $5.1M |
| Morgan Stanley | 0.00% | Add +97.0% | 63,881 | $4.7M |
| Beirne Wealth Consulting Services, LLC | 1.13% | Add +1.9% | 63,291 | $4.7M |
| Redhawk Wealth Advisors, Inc. | 0.54% | New | 62,532 | $4.6M |
| Vista Cima Wealth Management LLC | 3.82% | Add +3.9% | 61,596 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -61.5% | 60,498 | $4.5M |
| Equitable Holdings, Inc. | 0.03% | Add +6.3% | 57,815 | $4.3M |
| Weil Company, Inc. | 1.03% | Add +19.4% | 57,811 | $4.3M |
| Santori & Peters, Inc. | 1.48% | New | 55,677 | $4.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +33.8% | 55,386 | $4.1M |
| Apollon Financial, LLC | 0.66% | No change | 53,175 | $4.0M |
| Farther Finance Advisors, LLC | 0.06% | Add +432.1% | 52,238 | $3.9M |
| Novem Group | 0.41% | Add +2.7% | 46,591 | $3.5M |
| Flagship Private Wealth, LLC | 1.33% | Add +84.4% | 44,457 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +925.0% | 41,973 | $3.1M |
| Phillips Financial Management, LLC | 0.20% | Reduce -5.4% | 39,979 | $3.0M |
| Premier Path Wealth Partners, LLC | 0.38% | Add +6.3% | 39,461 | $2.9M |
| Thoroughbred Financial Services, LLC | 0.18% | Add +9.4% | 38,559 | $2.9M |
| Mariner, LLC | 0.00% | Add +443.4% | 37,381 | $2.8M |
| Parkside Financial Bank & Trust | 0.21% | Add +0.3% | 36,381 | $2.7M |
| Harbor Asset Planning, Inc. | 2.30% | Add +3.3% | 34,575 | $2.6M |
| Perigon Wealth Management, LLC | 0.05% | Add +18.3% | 34,080 | $2.5M |
| Montag A & Associates Inc. | 0.10% | No change | 29,500 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.4% | 27,473 | $2.0M |
| Schmidt P J Investment Management Inc. | 0.33% | Add +5.8% | 26,718 | $2.0M |
| Principal Securities, Inc. | 0.03% | Add +4.5% | 26,660 | $2.0M |
| Pallas Capital Advisors LLC | 0.07% | Add +1.1% | 26,045 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -29.4% | 25,670 | $1.9M |
| BKM Wealth Management, LLC | 0.64% | Reduce -4.8% | 23,506 | $1.7M |
| US Bancorp \de | 0.00% | Reduce -1.9% | 22,843 | $1.7M |
| Empirical Asset Management, LLC | 0.46% | Add +19.1% | 22,499 | $1.7M |
| Wharton Business Group, LLC | 0.07% | No change | 22,125 | $1.6M |
| Cyndeo Wealth Partners, LLC | 0.09% | Add +2.3% | 21,921 | $1.6M |
| Wedmont Private Capital | 0.06% | No change | 21,170 | $1.6M |
| Park Avenue Securities LLC | 0.01% | Add +249.6% | 20,831 | $1.5M |
| Dynamic Wealth Strategies, LLC | 1.02% | Add +0.9% | 20,583 | $1.5M |
"% 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.