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iShares US Equity Factor ETF

114 hedge funds and large institutions have $706M invested in iShares US Equity Factor ETF in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
2.25%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
15
Increased
35
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TC
26
Trilogy Capital
California
$5.98M -$215K -6,238 -3%
SWMG
27
Strategic Wealth Management Group
Maryland
$5.83M -$27.6K -801 -0.5%
SCM
28
Sterneck Capital Management
Missouri
$4.67M -$206K -5,981 -4%
FFA
29
First Foundation Advisors
California
$4.67M +$441K +12,802 +10%
AAS
30
Avantax Advisory Services
Texas
$4.54M -$277K -8,040 -6%
RJA
31
Raymond James & Associates
Florida
$4.48M +$536K +15,535 +14%
SHIM
32
Stone House Investment Management
Pennsylvania
$4.05M +$561K +16,266 +16%
PA
33
Parallel Advisors
California
$3.77M -$515K -14,945 -12%
FCT
34
Family Capital Trust
Massachusetts
$3.75M -$9.03K -262 -0.2%
SWP
35
Stratos Wealth Partners
Ohio
$3.7M -$90.9K -2,638 -2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$3M -$474K -13,738 -14%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$2.39M -$148K -4,295 -6%
BAM
38
Bellevue Asset Management
Washington
$2.21M +$2.21M +64,001 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$2.16M -$388K -11,257 -15%
CA
40
Cetera Advisors
Colorado
$2.15M -$53.1K -1,542 -2%
LW
41
Linscomb Wealth
Texas
$2.14M +$2.14M +62,167 New
SMG
42
Smart Money Group
Texas
$1.97M -$4.1K -119 -0.2%
RPGK
43
Retirement Planning Group (Kansas)
Kansas
$1.88M -$154K -4,472 -8%
KFGK
44
Keystone Financial Group (Kentucky)
Kentucky
$1.73M -$1.48M -43,075 -46%
MML Investors Services
45
MML Investors Services
Massachusetts
$1.59M -$226K -6,556 -12%
QA
46
Quantitative Advantage
Minnesota
$1.59M +$198K +5,754 +14%
IWM
47
IHT Wealth Management
Illinois
$1.58M +$46.9K +1,361 +3%
Bank of Nova Scotia
48
Bank of Nova Scotia
Ontario, Canada
$1.37M -$172K -5,008 -11%
WWM
49
Windsor Wealth Management
Indiana
$1.34M +$318K +9,208 +31%
CWM
50
Cornerstone Wealth Management
Missouri
$1.25M -$1.42M -41,181 -53%