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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

104 hedge funds and large institutions have $814M invested in iShares US Equity Factor ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+19
Holders Change %
+22.35%
% of All Funds
2.38%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
28
Increased
45
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BDF
Balasa Dinverno & Foltz
+$73.3M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$28.5M
3
Wells Fargo
Wells Fargo
California
+$13.8M
4
LWS
Lucia Wealth Services
California
+$13.1M
5
Bank of America
Bank of America
North Carolina
+$12.5M

Top Sellers

1
Citigroup
Citigroup
New York
-$55.3M
2
SLF
Sun Life Financial
Ontario, Canada
-$48M
3
BlackRock
BlackRock
New York
-$22.2M
4
CWM
Cornerstone Wealth Management
Missouri
-$6.16M
5
Morgan Stanley
Morgan Stanley
New York
-$5.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
26
Concourse Financial Group Securities
Alabama
$4.18M +$4.18M +123,855 New
SHIM
27
Stone House Investment Management
Pennsylvania
$4.05M -$122K -3,641 -3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$3.4M +$647K +19,234 +23%
Jane Street
29
Jane Street
New York
$3.34M +$2.59M +77,126 +346%
LFG
30
LifePlan Financial Group
Ohio
$3.27M -$939K -27,933 -22%
AG
31
Advisor Group
Arizona
$2.91M +$359K +10,676 +14%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.87M +$2.87M +85,299 New
CA
33
Cetera Advisors
Colorado
$2.76M +$1.65M +49,212 +150%
SWP
34
Stratos Wealth Partners
Ohio
$2.74M +$906K +26,955 +49%
KFGK
35
Keystone Financial Group (Kentucky)
Kentucky
$2.7M +$815K +24,197 +43%
PAMG
36
Patton Albertson Miller Group
Tennessee
$2.54M -$62.5K -2,066 -2%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$2.45M -$39.9K -1,188 -2%
SMG
38
Smart Money Group
Texas
$2.36M -$124K -3,700 -5%
RJA
39
Raymond James & Associates
Florida
$2.15M -$2.35M -69,814 -52%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.1M +$2.1M +62,501 New
CCT
41
Country Club Trust
Missouri
$2.08M -$587K -17,450 -22%
FAIM
42
Financial Advocates Investment Management
Washington
$1.92M +$112K +3,336 +6%
PFM
43
Phillips Financial Management
Indiana
$1.92M +$1.21M +36,005 +171%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$1.87M +$145K +4,299 +8%
FHA
45
First Horizon Advisors
Tennessee
$1.54M +$1.54M +45,761 New
PVH
46
Psagot Value Holdings
Israel
$1.43M – – –
WI
47
Wintrust Investments
Illinois
$1.36M +$361K +10,734 +36%
AA
48
Ancora Advisors
Ohio
$1.35M – – –
CAN
49
Cetera Advisor Networks
California
$1.02M +$121K +3,605 +13%
TRCT
50
Tower Research Capital (TRC)
New York
$905K +$131K +3,900 +17%
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