13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
SMLF

iShares MSCI Multifactor USA Small-Cap ETF

283 institutions still hold iShares MSCI Multifactor USA Small-Cap ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434v290·283 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.8%
vs prior quarter
13F value held
$1.8B
74.0% inst. owned
of float
Holders
283
+97 QoQ
filers reporting
Activity
+8 / −7
+1,056 added · −926 reduced
this quarter
Concentration
15.85%
Strategic Financial Services, Inc. #1
top holder share
AI Holders Summary · Q1 2026

283 institutions reported SMLF in Q1 2026. Strategic Financial Services, Inc. leads at 15.8% of the visible book. +97 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Strategic Financial Services, Inc.
CIK 0001432539
$290M3.8M13.78%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$224M3.0M0.04%Q1 202603
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$195M2.6M0.03%Q1 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$150M2.0M0.03%Q1 202605
Advance Capital Management, Inc.
CIK 0001536029
$117M1.5M4.42%Q1 202606
LPL Financial LLC
CIK 0001403438
$117M1.5M0.03%Q1 202607
Valmark Advisers, Inc.
CIK 0001380443
$101M1.3M1.20%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$76M1.0M0.01%Q1 202609
Acropolis Investment Management, LLC
CIK 0001318601
$74M979K3.27%Q1 202610
FMR LLC
CIK 0000315066
$59M783K0.00%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$57M754K0.06%Q1 202612
Modern Wealth Management, LLC
CIK 0002001900
$56M734K0.96%Q1 202613
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$50M667K0.43%Q1 202614
HighTower Advisors, LLC
CIK 0001462245
$45M591K0.05%Q1 202615
Annex Advisory Services, LLC
CIK 0001542287
$42M561K0.79%Q1 202616
Financial Management Professionals, Inc.
CIK 0001568132
$39M523K4.43%Q1 202617
Clearwater Capital Advisors, LLC
CIK 0001690531
$36M479K2.92%Q1 202618
Cornerstone Planning Group LLC
CIK 0001822587
$34M434K5.33%Q4 202519
BlackRock, Inc.
CIK 0002012383
$33M440K0.00%Q1 202620
Ullmann Wealth Partners Group, LLC
CIK 0001697725
$33M433K3.39%Q1 2026
Page 1 of 15
263 more holders available. Log in →