ISHARES US SMALLCAP EQUITY F (SMLF) Institutional Ownership Changes & 13F Activity

ISHARES US SMALLCAP EQUITY F (SMLF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Charles Schwab Investment Management Inc, Bank Of America Corp, Osaic Holdings, Inc., and Cozad Asset Management Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+17,352+24.1%89,234$7.95MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+2,2712,271$202.44KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+143+0.1%136,088$12.13MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+60+0.2%36,633$3.27MQ2 2026Sep 04, 2026
Strategic Financial Services, Inc.Sell-58,658-1.5%3,777,784$336.75MQ2 2026Aug 24, 2026
Mercer Global Advisors IncSell-2,192-1.5%147,559$13.15MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+158+1.1%14,687$1.31MQ2 2026Aug 19, 2026
Denver Pwm, LlcBuy+3,208+3.1%106,982$9.70MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-376-0.2%187,571$16.72MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-5,119-7.5%63,104$5.63MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-1,744-2.3%74,843$6.67MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+2,175,6442,175,644$194.15MQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncBuy+660,321+25.6%3,244,719$289.23MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+426,121+42.5%1,428,258$127.31MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+172,952+59.3%464,450$41.41MQ2 2026Aug 14, 2026
Cozad Asset Management IncBuy+116,659116,659$10.40MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+95,576+24.3%488,894$43.58MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+78,738+2.7%3,047,559$271.66MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+75,094+10.2%809,068$72.12MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransSell-42,900-90.8%4,323$385.00KQ2 2026Aug 14, 2026
Peapack Gladstone Financial CorpBuy+19,123+10.7%197,730$17.63MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+17,871+34.0%70,410$6.28MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-4,825-42.8%6,451$575.04KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+4,7594,759$424.19KQ2 2026Aug 14, 2026
Two Sigma Securities, LlcBuy+3,7403,740$333.38KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+3,5603,560$317.00KQ2 2026Aug 14, 2026
&PartnersBuy+3,465+5.6%65,269$5.82MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-2,829-23.9%9,004$802.62KQ2 2026Aug 14, 2026
Silvercrest Asset Management Group LlcBuy+2,5872,587$230.60KQ2 2026Aug 14, 2026
Endeavor Private Wealth, Inc.Buy+2,2652,265$201.90KQ2 2026Aug 14, 2026
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Frequently asked questions about SMLF activity

  • Which institutional owners are buying SMLF?

    Institutional owners buying SMLF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SMLF activity?

    "Buy" means an investor increased their reported position in SMLF compared to the prior reporting period. This reflects growing exposure to ISHARES US SMALLCAP EQUITY F (SMLF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SMLF increasing?

    Institutional interest in SMLF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.