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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

115 hedge funds and large institutions have $803M invested in iShares US Equity Factor ETF in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
2.49%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
13
Increased
51
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$151M
2
SFS
2
Strategic Financial Services
New York
$24.3M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$17.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$17.1M
5
PA
5
Parallel Advisors
California
$5.77M

Top Sellers

1
BlackRock
1
BlackRock
New York
$111M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$257K
3
SLF
3
Sun Life Financial
Ontario, Canada
$0
4
CFGS
4
Concourse Financial Group Securities
Alabama
$331K
5
ECG
5
Edge Capital Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
26
Cerity Partners
New York
$5.12M -$312K -10,044 -6%
FFA
27
First Foundation Advisors
California
$5.02M -$513K -16,544 -9%
CWM
28
Cornerstone Wealth Management
Missouri
$4.69M +$1.29M +22,287 +38%
FM
29
Foster & Motley
Ohio
$4.65M +$523K +16,853 +13%
CCA
30
Clearwater Capital Advisors
Illinois
$4.63M +$4.16M +133,950 +871%
SCM
31
Sterneck Capital Management
Missouri
$4.63M -$11.5K -369 -0.2%
Jane Street
32
Jane Street
New York
$4.47M +$4.47M +144,159 New
SWMG
33
Strategic Wealth Management Group
Maryland
$4.1M +$294K +9,483 +8%
KFGK
34
Keystone Financial Group (Kentucky)
Kentucky
$4.02M +$330K +10,645 +9%
AAS
35
Avantax Advisory Services
Texas
$3.92M +$574K +18,493 +17%
AWM
36
Alterna Wealth Management
Texas
$3.73M +$2.06M +66,404 +124%
AG
37
Advisor Group
Arizona
$3.54M -$385K -12,394 -10%
RJA
38
Raymond James & Associates
Florida
$3.52M +$1.19M +38,449 +51%
SWP
39
Stratos Wealth Partners
Ohio
$3.44M +$508K +16,380 +17%
SHIM
40
Stone House Investment Management
Pennsylvania
$3.4M -$184K -5,931 -5%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$3.34M +$3.34M +107,493 New
CA
42
Cetera Advisors
Colorado
$2.95M +$208K +6,703 +8%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$2.42M -$902K -29,073 -27%
PAMG
44
Patton Albertson Miller Group
Tennessee
$2.26M +$1M +32,278 +79%
WPSG
45
Wealth & Pension Services Group
Georgia
$1.96M -$52.7K -1,697 -3%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$1.91M +$1.02M +32,994 +115%
SMG
47
Smart Money Group
Texas
$1.88M -$245K -7,891 -12%
FAIM
48
Financial Advocates Investment Management
Washington
$1.76M +$47.1K +1,517 +3%
Bank of Nova Scotia
49
Bank of Nova Scotia
Ontario, Canada
$1.72M +$1.72M +55,402 New
WI
50
Wintrust Investments
Illinois
$1.49M +$63.7K +2,052 +4%
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