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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

121 hedge funds and large institutions have $769M invested in iShares US Equity Factor ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+6
Holders Change %
+5.22%
% of All Funds
2.63%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
16
Increased
42
Reduced
48
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Strategic Financial Services
New York
$37.5M
2
NAM
2
North American Management
Massachusetts
$10.1M
3
PAG
3
Private Advisor Group
New Jersey
$14.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.6M
5
ECG
5
Edge Capital Group
Georgia
$4.03M

Top Sellers

1
BlackRock
1
BlackRock
New York
$75.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$369K
3
Bank of America
3
Bank of America
North Carolina
$141M
4
UBS Group
4
UBS Group
Switzerland
$21.4M
5
Wells Fargo
5
Wells Fargo
California
$39.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
26
Cerity Partners
New York
$5.29M +$47.1K +1,484 +0.9%
SWMG
27
Strategic Wealth Management Group
Maryland
$5.16M +$966K +30,416 +23%
BWCS
28
Beirne Wealth Consulting Services
Connecticut
$5.12M +$3.69M +116,336 +259%
FFA
29
First Foundation Advisors
California
$4.69M -$446K -14,044 -9%
KFGK
30
Keystone Financial Group (Kentucky)
Kentucky
$4.57M +$453K +14,266 +11%
SCM
31
Sterneck Capital Management
Missouri
$4.52M -$220K -6,935 -5%
PA
32
Parallel Advisors
California
$4.42M -$1.49M -46,822 -25%
AAS
33
Avantax Advisory Services
Texas
$4.41M +$391K +12,321 +10%
ECG
34
Edge Capital Group
Georgia
$4.03M +$4.03M +126,945 New
SWP
35
Stratos Wealth Partners
Ohio
$3.89M +$363K +11,418 +10%
FCT
36
Family Capital Trust
Massachusetts
$3.44M +$3.44M +108,447 New
RJA
37
Raymond James & Associates
Florida
$3.4M -$210K -6,604 -6%
AG
38
Advisor Group
Arizona
$3.31M -$315K -9,918 -9%
SHIM
39
Stone House Investment Management
Pennsylvania
$3.23M -$250K -7,872 -7%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$3.05M -$2.77M -87,094 -48%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.56M +$83.6K +2,633 +3%
CWM
42
Cornerstone Wealth Management
Missouri
$2.45M -$112K -3,521 -4%
AWM
43
Alterna Wealth Management
Texas
$2.19M -$1.63M -51,169 -43%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$2.18M +$227K +7,157 +12%
WPSG
45
Wealth & Pension Services Group
Georgia
$2.11M +$107K +3,375 +5%
PVH
46
Psagot Value Holdings
Israel
$2.06M +$708K +22,300 +52%
SMG
47
Smart Money Group
Texas
$1.89M -$30.8K -970 -2%
FAIM
48
Financial Advocates Investment Management
Washington
$1.88M +$77.9K +2,452 +4%
CA
49
Cetera Advisors
Colorado
$1.83M -$1.19M -37,496 -39%
TRCT
50
Tower Research Capital (TRC)
New York
$1.68M +$622K +19,580 +59%
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