iShares US Smallcap Equity FSMLFETF
13F holders, Q4 2025 (December 31)266holders +29
33new positions
14sold out
1famous investor
$75.50avg. 13F price*
At the end of Q4 2025, 266 institutions reported holding iShares US Smallcap Equity F (SMLF) in their 13F filings, up 29 from Q3 2025. 33 opened new positions and 14 sold out. The largest holders were Strategic Financial Services, Inc. ($303.0M), Ameriprise Financial Inc. ($180.3M) and Wells Fargo & Company ($174.4M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $95.2M |
| Exits | 14 | $19.4M |
All 13F filers, Q3 2025 → Q4 2025: 4,821,467 shares bought and 700,329 shares sold, net +4,121,138 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 266 holders
| Strategic Financial Services, Inc. | 13.98% | Add +1.8% | 3,810,840 | $303.0M |
| Ameriprise Financial Inc. | 0.04% | Add +31.9% | 2,408,138 | $180.3M |
| Wells Fargo & Company | 0.03% | Add +6.2% | 2,328,943 | $174.4M |
| Bank of America Corp. | 0.01% | Add +122.6% | 1,714,359 | $128.4M |
| LPL Financial LLC | 0.03% | Add +17.6% | 1,388,541 | $104.0M |
| Valmark Advisers, Inc. | 1.12% | Add +14.1% | 1,211,401 | $90.7M |
| Acropolis Investment Management, LLC | 3.26% | Add +5.8% | 968,630 | $72.5M |
| Vantagepoint Investment Advisers LLC | 0.40% | No change | 667,125 | $50.0M |
| Cetera Investment Advisers | 0.05% | Add +27.4% | 665,082 | $49.8M |
| HighTower Advisors, LLC | 0.05% | Add +11.3% | 562,143 | $42.1M |
| Financial Management Professionals, Inc. | 3.99% | Reduce -2.5% | 517,140 | $38.7M |
| Modern Wealth Management, LLC | 0.69% | Add +40.3% | 505,682 | $37.9M |
| BlackRock, Inc. | 0.00% | Reduce -2.0% | 469,604 | $35.2M |
| Clearwater Capital Advisors, LLC | 2.92% | Add +0.5% | 468,005 | $35.0M |
| Cornerstone Planning Group LLC | 5.33% | Reduce -2.2% | 433,586 | $34.2M |
| Ullmann Wealth Partners Group, LLC | 3.38% | Reduce -8.3% | 438,052 | $32.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.5% | 424,888 | $31.8M |
| FMR LLC | 0.00% | Add +202.6% | 421,199 | $31.5M |
| Pacific Center for Financial Services | 7.56% | No change | 398,719 | $29.6M |
| River Wealth Advisors LLC | 3.03% | Add +5.0% | 360,566 | $27.0M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +3.3% | 346,732 | $26.0M |
| Madison Wealth Partners, Inc | 4.15% | New | 303,766 | $22.7M |
| Focus Partners Wealth | 0.03% | Reduce -1.2% | 300,548 | $22.5M |
| Thrivent Financial for Lutherans | 0.04% | New | 294,594 | $22.3M |
| Hennion & Walsh Asset Management, Inc. | 0.75% | Add +5.2% | 289,911 | $21.7M |
| Raymond James Financial Inc. | 0.01% | Add +1.0% | 288,214 | $21.6M |
| Osaic Holdings, Inc. | 0.03% | Add +16.7% | 288,013 | $21.6M |
| Fox Financial, Inc | 16.85% | Reduce -0.8% | 282,299 | $21.1M |
| Private Advisor Group, LLC | 0.10% | Add +1.4% | 271,488 | $20.3M |
| Reston Wealth Management LLC | 6.00% | Add +0.8% | 261,813 | $19.6M |
| Integrity Alliance, Llc. | 0.66% | Reduce -1.0% | 239,900 | $18.0M |
| Foundations Investment Advisors, LLC | 0.23% | Reduce -1.9% | 237,289 | $17.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +11.7% | 230,211 | $17.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.3% | 214,142 | $16.0M |
| Family Office Research LLC | 6.30% | Add +1.2% | 203,079 | $15.4M |
| Exchange Traded Concepts, LLC | 0.12% | Reduce -0.9% | 194,917 | $14.6M |
| PTM Wealth Management, LLC | 7.81% | Add +5.0% | 180,437 | $13.8M |
| Morgan Stanley | 0.00% | Add +158.9% | 165,378 | $12.4M |
| Janney Montgomery Scott LLC | 0.03% | Add +11.2% | 165,369 | $12.4M |
| Systelligence, LLC | 2.34% | New | 164,158 | $12.3M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -7.4% | 164,091 | $12.3M |
| UBS Group AG | 0.00% | Reduce -23.8% | 159,588 | $11.9M |
| Geneos Wealth Management Inc. | 0.29% | Add +2.8% | 158,824 | $11.9M |
| MML Investors Services, LLC | 0.03% | Add +13.3% | 157,413 | $11.8M |
| Evolve Private Wealth, LLC | 0.66% | — | 149,061 | $11.2M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -4.7% | 147,867 | $11.1M |
| WCG Wealth Advisors LLC | 0.31% | Add +5.8% | 146,340 | $11.0M |
| Peapack Gladstone Financial Corp. | 0.13% | Add +58.7% | 142,175 | $10.6M |
| Wealth Enhancement Trust Services, Inc. | 1.34% | — | 141,964 | $10.6M |
| Stratos Wealth Partners, LTD. | 0.12% | Reduce -3.6% | 138,848 | $10.4M |
| YHB Investment Advisors, Inc. | 0.70% | Add +32.5% | 135,006 | $10.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 126,311 | $9.5M |
| Denver PWM, LLC | 2.98% | No change | 131,450 | $8.9M |
| Truist Financial Corp. | 0.01% | Reduce 0.0% | 103,782 | $7.8M |
| Cozad Asset Management Inc. | 0.59% | Add +19.9% | 101,749 | $7.6M |
| Anfield Capital Management, LLC | 2.36% | Add +0.4% | 100,071 | $7.5M |
| FLC Capital Advisors | 1.37% | New | 99,179 | $7.4M |
| Seneca House Advisors | 2.76% | New | 98,374 | $7.4M |
| Wingate Wealth Advisors, Inc. | 3.91% | Add +512.4% | 93,665 | $7.0M |
| Cora Capital Advisors LLC | 2.59% | Add +2.8% | 88,782 | $6.6M |
| DDFG, Inc | 1.40% | Add +0.8% | 85,516 | $6.4M |
| Wealthcare Advisory Partners LLC | 0.12% | New | 83,369 | $6.2M |
| D.A. Davidson & Co. | 0.04% | Add +2.4% | 82,919 | $6.2M |
| Weil Company, Inc. | 1.32% | Add +32.5% | 76,610 | $5.7M |
| FMA Wealth Management, LLC | 3.68% | Reduce -0.1% | 75,832 | $5.7M |
| GeoWealth Management, LLC | 0.21% | Reduce -3.8% | 74,419 | $5.6M |
| Aspen Wealth Strategies, LLC | 3.05% | Add +8.0% | 74,383 | $5.6M |
| Addison Advisors LLC | 1.25% | Reduce -1.9% | 74,101 | $5.5M |
| United Capital Financial Advisors, LLC | 0.03% | Add +4.4% | 73,942 | $5.5M |
| Cerity Partners LLC | 0.01% | Reduce -1.1% | 73,668 | $5.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.4% | 72,366 | $5.4M |
| GEM Asset Management, LLC | 2.41% | Add +0.6% | 69,768 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.9% | 69,530 | $5.2M |
| Farther Finance Advisors, LLC | 0.06% | Add +31.9% | 68,876 | $5.2M |
| Vista Cima Wealth Management LLC | 3.96% | Add +2.9% | 63,393 | $4.7M |
| Beirne Wealth Consulting Services, LLC | 1.35% | Reduce -1.3% | 62,456 | $4.7M |
| Equitable Holdings, Inc. | 0.03% | Add +7.1% | 61,925 | $4.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +5.7% | 58,567 | $4.4M |
| Santori & Peters, Inc. | 1.44% | Add +1.1% | 56,283 | $4.2M |
| Live Oak Investment Partners | 2.49% | New | 54,136 | $4.1M |
| Two Sigma Investments, LP | 0.01% | New | 51,600 | $3.9M |
| Apollon Financial, LLC | 0.56% | Reduce -4.2% | 50,942 | $3.8M |
| Park Avenue Securities LLC | 0.03% | Add +137.5% | 49,474 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +17.4% | 49,269 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +90.4% | 48,880 | $3.7M |
| Williams Financial, LLC | 2.11% | New | 48,655 | $3.6M |
| Flagship Private Wealth, LLC | 1.42% | Add +8.1% | 48,045 | $3.6M |
| Novem Group | 0.41% | Add +2.6% | 47,810 | $3.6M |
| Mariner, LLC | 0.00% | Add +22.3% | 45,708 | $3.4M |
| Capital Analysts, LLC | 0.09% | Add +202.4% | 44,282 | $3.3M |
| Thoroughbred Financial Services, LLC | 0.19% | Add +11.0% | 42,794 | $3.2M |
| Redhawk Wealth Advisors, Inc. | 0.34% | Reduce -34.5% | 40,952 | $3.1M |
| Perigon Wealth Management, LLC | 0.05% | Add +18.7% | 40,454 | $3.0M |
| Phillips Financial Management, LLC | 0.19% | Reduce -0.7% | 39,717 | $3.0M |
| Premier Path Wealth Partners, LLC | 0.36% | Reduce -4.9% | 37,531 | $2.8M |
| Parkside Financial Bank & Trust | 0.20% | Add +0.3% | 36,486 | $2.7M |
| Harbor Asset Planning, Inc. | 2.30% | Add +3.9% | 35,915 | $2.7M |
| Tyche Wealth Partners LLC | 0.43% | Add +126.0% | 35,857 | $2.7M |
| Principal Securities, Inc. | 0.03% | Add +10.9% | 29,561 | $2.2M |
| Montag A & Associates Inc. | 0.10% | No change | 29,500 | $2.2M |
"% 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.