iShares US Smallcap Equity FSMLFETF
13F holders, Q1 2026 (March 31)269holders +3
30new positions
20sold out
$75.64avg. 13F price*
At the end of Q1 2026, 269 institutions reported holding iShares US Smallcap Equity F (SMLF) in their 13F filings, up 3 from Q4 2025. 30 opened new positions and 20 sold out. The largest holders were Strategic Financial Services, Inc. ($289.6M), Wells Fargo & Company ($224.1M) and Charles Schwab Investment Management Inc. ($195.1M).
- Company
- iShares US Smallcap Equity F
- CUSIP
- 46434V290
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $197.8M |
| Exits | 20 | $55.3M |
All 13F filers, Q4 2025 → Q1 2026: 7,704,780 shares bought and 2,595,126 shares sold, net +5,109,654 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 269 holders
| Strategic Financial Services, Inc. | 13.79% | Add +0.7% | 3,836,442 | $289.6M |
| Wells Fargo & Company | 0.04% | Add +27.5% | 2,968,821 | $224.1M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +508.3% | 2,584,398 | $195.1M |
| Ameriprise Financial Inc. | 0.03% | Reduce -17.5% | 1,986,402 | $150.0M |
| Advance Capital Management, Inc. | 4.42% | New | 1,545,786 | $116.7M |
| LPL Financial LLC | 0.03% | Add +11.3% | 1,544,842 | $116.6M |
| Valmark Advisers, Inc. | 1.20% | Add +10.2% | 1,334,635 | $100.8M |
| Bank of America Corp. | 0.01% | Reduce -41.5% | 1,002,137 | $75.7M |
| Acropolis Investment Management, LLC | 3.27% | Add +1.1% | 979,045 | $73.9M |
| FMR LLC | 0.00% | Add +85.8% | 782,568 | $59.1M |
| Cetera Investment Advisers | 0.06% | Add +13.3% | 753,749 | $56.9M |
| Modern Wealth Management, LLC | 0.96% | Add +45.1% | 733,974 | $55.8M |
| Vantagepoint Investment Advisers LLC | 0.43% | No change | 667,125 | $50.4M |
| HighTower Advisors, LLC | 0.05% | Add +5.1% | 591,028 | $44.6M |
| Annex Advisory Services, LLC | 0.79% | New | 560,961 | $42.3M |
| Financial Management Professionals, Inc. | 4.43% | Add +1.2% | 523,190 | $39.5M |
| Cornerstone Planning Group LLC | 5.24% | Add +8.7% | 471,147 | $39.3M |
| Clearwater Capital Advisors, LLC | 2.92% | Add +2.4% | 479,209 | $36.2M |
| BlackRock, Inc. | 0.00% | Reduce -6.3% | 439,803 | $33.2M |
| Ullmann Wealth Partners Group, LLC | 3.39% | Reduce -1.2% | 432,829 | $32.7M |
| Raymond James Financial Inc. | 0.01% | Add +36.5% | 393,318 | $29.7M |
| Pacific Center for Financial Services | 7.24% | Reduce -5.1% | 378,287 | $28.6M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +9.1% | 378,209 | $28.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +41.3% | 325,311 | $24.6M |
| River Wealth Advisors LLC | 2.76% | Reduce -11.8% | 317,974 | $24.0M |
| Madison Wealth Partners, Inc | 3.67% | Add +0.4% | 304,934 | $23.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +36.6% | 292,422 | $22.1M |
| Osaic Holdings, Inc. | 0.03% | Add +1.2% | 291,498 | $22.0M |
| Focus Partners Wealth | 0.02% | Reduce -3.5% | 289,889 | $22.0M |
| Fox Financial, Inc | 17.46% | Add +0.4% | 283,376 | $21.4M |
| Private Advisor Group, LLC | 0.10% | Add +1.2% | 274,728 | $20.7M |
| Reston Wealth Management LLC | 6.16% | Add +1.7% | 266,288 | $20.1M |
| Integrity Alliance, Llc. | 0.75% | Add +8.7% | 260,869 | $19.7M |
| Systelligence, LLC | 3.19% | Add +32.5% | 217,574 | $16.4M |
| Morgan Stanley | 0.00% | Add +29.8% | 214,680 | $16.2M |
| UBS Group AG | 0.00% | Add +31.9% | 210,410 | $15.9M |
| Family Office Research LLC | 6.74% | Add +1.1% | 205,416 | $15.5M |
| YHB Investment Advisors, Inc. | 1.03% | Add +40.6% | 189,835 | $14.3M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +27.1% | 187,947 | $14.2M |
| Geneos Wealth Management Inc. | 0.32% | Add +13.7% | 180,534 | $13.6M |
| Peapack Gladstone Financial Corp. | 0.17% | Add +25.6% | 178,607 | $13.5M |
| Exchange Traded Concepts, LLC | 0.10% | Reduce -14.5% | 166,740 | $12.6M |
| AssuredPartners Investment Advisors, LLC | 1.36% | New | 163,184 | $12.5M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -2.9% | 160,575 | $12.1M |
| PTM Wealth Management, LLC | 6.15% | Reduce -16.0% | 151,580 | $11.6M |
| AllGen Financial Advisors, Inc. | 2.75% | New | 153,712 | $11.6M |
| WCG Wealth Advisors LLC | 0.32% | Add +2.7% | 150,336 | $11.3M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -8.7% | 149,751 | $11.3M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +6.4% | 147,708 | $11.2M |
| MML Investors Services, LLC | 0.03% | Reduce -6.2% | 147,628 | $11.1M |
| Evolve Private Wealth, LLC | 0.59% | Reduce -1.9% | 146,252 | $11.0M |
| Integrated Wealth Concepts LLC | 0.08% | Add +1537.1% | 135,945 | $10.3M |
| Wealth Enhancement Trust Services, Inc. | 1.23% | Reduce -5.1% | 134,722 | $10.2M |
| TRB Wealth Management, LLC | 1.36% | — | 126,394 | $9.5M |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 128,752 | $9.4M |
| Denver PWM, LLC | 2.99% | Reduce -21.1% | 103,774 | $8.7M |
| Cozad Asset Management Inc. | 0.68% | Add +13.0% | 114,953 | $8.7M |
| Weil Company, Inc. | 1.87% | Add +43.7% | 110,092 | $8.3M |
| Truist Financial Corp. | 0.01% | Add +1.5% | 105,369 | $8.0M |
| FLC Capital Advisors | 1.41% | Add +3.9% | 103,033 | $7.8M |
| Wingate Wealth Advisors, Inc. | 4.09% | Add +8.3% | 101,427 | $7.7M |
| Schmidt P J Investment Management Inc. | 1.17% | Add +213.9% | 92,470 | $7.0M |
| Park Avenue Securities LLC | 0.05% | Add +81.3% | 89,691 | $6.8M |
| Cora Capital Advisors LLC | 2.23% | Add +0.4% | 89,134 | $6.7M |
| DDFG, Inc | 1.40% | Add +0.9% | 86,319 | $6.5M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +2.3% | 85,300 | $6.4M |
| D.A. Davidson & Co. | 0.04% | Add +2.0% | 84,557 | $6.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +35.7% | 79,460 | $6.0M |
| GeoWealth Management, LLC | 0.21% | Add +2.9% | 76,559 | $5.8M |
| United Capital Financial Advisors, LLC | 0.04% | Add +3.6% | 76,587 | $5.8M |
| Cerity Partners LLC | 0.01% | Add +3.6% | 76,349 | $5.8M |
| FMA Wealth Management, LLC | 3.81% | Add +0.1% | 75,911 | $5.7M |
| Aspen Wealth Strategies, LLC | 3.03% | Add +0.3% | 74,585 | $5.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.4% | 71,882 | $5.4M |
| Addison Advisors LLC | 1.20% | Reduce -3.3% | 71,659 | $5.4M |
| GEM Asset Management, LLC | 2.35% | Add +0.9% | 70,404 | $5.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -5.3% | 68,510 | $5.2M |
| Equitable Holdings, Inc. | 0.03% | Add +10.2% | 68,223 | $5.1M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -4.9% | 65,494 | $5.0M |
| &partners | 0.02% | Add +142.4% | 61,804 | $4.7M |
| Beirne Wealth Consulting Services, LLC | 1.28% | Reduce -3.9% | 59,996 | $4.5M |
| Vista Cima Wealth Management LLC | 4.45% | Reduce -5.8% | 59,707 | $4.5M |
| Santori & Peters, Inc. | 1.33% | Add +0.8% | 56,726 | $4.3M |
| Live Oak Investment Partners | 2.46% | Add +2.0% | 55,200 | $4.2M |
| Royal Bank of Canada | 0.00% | Add +6.6% | 52,539 | $4.0M |
| Perigon Wealth Management, LLC | 0.07% | Add +27.5% | 51,582 | $3.9M |
| Thoroughbred Financial Services, LLC | 0.23% | Add +19.5% | 51,125 | $3.9M |
| Tyche Wealth Partners LLC | 0.57% | Add +37.5% | 49,295 | $3.7M |
| Apollon Financial, LLC | 0.51% | Reduce -4.7% | 48,548 | $3.7M |
| Williams Financial, LLC | 2.13% | Reduce -0.3% | 48,526 | $3.7M |
| Mariner, LLC | 0.00% | Add +5.8% | 48,367 | $3.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -84.0% | 47,223 | $3.6M |
| Novem Group | 0.41% | Reduce -1.3% | 47,175 | $3.6M |
| NewEdge Advisors, LLC | 0.01% | Add +73.6% | 45,069 | $3.4M |
| Flagship Private Wealth, LLC | 1.37% | Reduce -6.7% | 44,812 | $3.4M |
| Ascent Wealth Partners, LLC | 0.37% | Add +289.3% | 42,316 | $3.2M |
| Capital Analysts, LLC | 0.08% | Reduce -14.1% | 38,051 | $2.9M |
| Phillips Financial Management, LLC | 0.20% | Reduce -6.0% | 37,342 | $2.8M |
| Parkside Financial Bank & Trust | 0.21% | Add +0.2% | 36,573 | $2.8M |
| Harbor Asset Planning, Inc. | 2.17% | Reduce -4.9% | 34,167 | $2.6M |
"% 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.