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iShares US Equity Factor ETF
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Overview Fund Activity

85 hedge funds and large institutions have $721M invested in iShares US Equity Factor ETF in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
17
Increased
35
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SLF
Sun Life Financial
Ontario, Canada
$54.7M
2
Citigroup
Citigroup
New York
$52.7M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$24.7M
4
Morgan Stanley
Morgan Stanley
New York
$23M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$17.2M

Top Sellers

1
BlackRock
BlackRock
New York
$160M
2
FF
Fluent Financial
Texas
$276K
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.83M
4
PAG
Private Advisor Group
New Jersey
$1.15M
5
PAMG
Patton Albertson Miller Group
Tennessee
$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
26
First Foundation Advisors
California
$3.47M +$404K +12,632 +13%
LPL Financial
27
LPL Financial
California
$2.9M +$500K +15,644 +21%
PAMG
28
Patton Albertson Miller Group
Tennessee
$2.75M -$2.68M -83,860 -49%
BCA
29
Berman Capital Advisors
Georgia
$2.72M – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.62M -$939K -29,366 -26%
CCT
31
Country Club Trust
Missouri
$2.53M -$2.14M -66,920 -46%
AG
32
Advisor Group
Arizona
$2.42M -$241K -7,526 -9%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$2.37M +$58.6K +1,834 +3%
SMG
34
Smart Money Group
Texas
$2.36M -$295K -9,226 -11%
Bank of Nova Scotia
35
Bank of Nova Scotia
Ontario, Canada
$1.83M -$4.38M -135,062 -71%
KFGK
36
Keystone Financial Group (Kentucky)
Kentucky
$1.79M +$1.16M +36,310 +185%
SWP
37
Stratos Wealth Partners
Ohio
$1.75M -$463K -14,475 -21%
FAIM
38
Financial Advocates Investment Management
Washington
$1.73M +$226K +7,059 +15%
WPSG
39
Wealth & Pension Services Group
Georgia
$1.66M +$1.66M +51,855 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$1.64M +$608K +19,008 +59%
PVH
41
Psagot Value Holdings
Israel
$1.36M – – –
AA
42
Ancora Advisors
Ohio
$1.29M – – –
PAG
43
Private Advisor Group
New Jersey
$1.15M -$3.93M -122,711 -77%
CA
44
Cetera Advisors
Colorado
$1.05M -$910K -28,469 -46%
CFD
45
Creative Financial Designs
Indiana
$975K -$4.57K -143 -0.5%
WI
46
Wintrust Investments
Illinois
$953K +$9.76K +305 +1%
CAN
47
Cetera Advisor Networks
California
$856K +$856K +26,780 New
TRCT
48
Tower Research Capital (TRC)
New York
$736K -$951K -29,761 -56%
Jane Street
49
Jane Street
New York
$714K +$714K +22,318 New
PFM
50
Phillips Financial Management
Indiana
$675K +$327K +10,201 +94%
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