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iShares US Equity Factor ETF

115 hedge funds and large institutions have $684M invested in iShares US Equity Factor ETF in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
27
Increased
45
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
26
LPL Financial
California
$4.44M +$538K +19,322 +14%
SCM
27
Sterneck Capital Management
Missouri
$4.17M +$4.17M +149,580 New
CFGS
28
Concourse Financial Group Securities
Alabama
$3.9M +$406K +14,381 +12%
FM
29
Foster & Motley
Ohio
$3.71M -$49.1K -1,764 -1%
AG
30
Advisor Group
Arizona
$3.52M +$1.11M +39,940 +46%
SWMG
31
Strategic Wealth Management Group
Maryland
$3.41M +$3.41M +122,547 New
KFGK
32
Keystone Financial Group (Kentucky)
Kentucky
$3.32M +$1.08M +38,861 +49%
ECG
33
Edge Capital Group
Georgia
$3.31M +$3.31M +118,945 New
SHIM
34
Stone House Investment Management
Pennsylvania
$3.21M -$143K -5,125 -4%
AAS
35
Avantax Advisory Services
Texas
$3.05M +$3.05M +107,969 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.98M +$602K +21,594 +25%
LFG
37
LifePlan Financial Group
Ohio
$2.69M -$22.6K -813 -0.8%
SWP
38
Stratos Wealth Partners
Ohio
$2.64M +$361K +12,940 +16%
Comerica Bank
39
Comerica Bank
Texas
$2.55M -$3.78M -127,305 -60%
CA
40
Cetera Advisors
Colorado
$2.46M +$176K +6,326 +8%
SFS
41
Strategic Financial Services
New York
$2.2M +$2.2M +79,049 New
RJA
42
Raymond James & Associates
Florida
$2.09M +$307K +11,027 +17%
SMG
43
Smart Money Group
Texas
$1.91M -$46.8K -1,681 -2%
BRWA
44
B. Riley Wealth Advisors
Florida
$1.83M +$1.83M +65,800 New
WPSG
45
Wealth & Pension Services Group
Georgia
$1.8M +$1.8M +64,754 New
GFP
46
Gryphon Financial Partners
Ohio
$1.79M +$1.79M +55,913 New
IWM
47
IHT Wealth Management
Illinois
$1.69M +$1.23M +44,176 +268%
CWM
48
Cornerstone Wealth Management
Missouri
$1.64M +$1.64M +58,490 New
FAIM
49
Financial Advocates Investment Management
Washington
$1.54M -$55K -1,975 -3%
IWC
50
Integrated Wealth Concepts
Massachusetts
$1.52M +$932K +33,453 +160%