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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

110 hedge funds and large institutions have $533M invested in iShares US Equity Factor ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
2.43%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
14
Increased
26
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Strategic Financial Services
New York
$74.2M
2
PPW
2
Pasadena Private Wealth
California
$8.86M
3
RW
3
RVW Wealth
California
$7.31M
4
SFSG
4
Stearns Financial Services Group
North Carolina
$7.17M
5
CG
5
Colony Group
Massachusetts
$28.8M

Top Sellers

1
BDF
1
Balasa Dinverno & Foltz
$35.3M
2
PAG
2
Private Advisor Group
New Jersey
$1.2M
3
Bank of America
3
Bank of America
North Carolina
$110M
4
UBS Group
4
UBS Group
Switzerland
$9.57M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$4.89M +$193K +7,305 +4%
Ameriprise
27
Ameriprise
Minnesota
$4.61M -$2.61M -97,619 -36%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$4.48M +$2.17M +82,110 +94%
SWMG
29
Strategic Wealth Management Group
Maryland
$4.34M -$128K -4,847 -3%
TC
30
Trilogy Capital
California
$4.24M -$829K -28,364 -16%
SCM
31
Sterneck Capital Management
Missouri
$3.46M -$119K -4,488 -3%
FCT
32
Family Capital Trust
Massachusetts
$3.4M -$4.73K -151 -0.1%
RJA
33
Raymond James & Associates
Florida
$2.82M -$618K -23,368 -18%
FFA
34
First Foundation Advisors
California
$2.78M -$801K -30,285 -22%
LWS
35
Lucia Wealth Services
California
$2.44M -$2.89M -109,101 -54%
PA
36
Parallel Advisors
California
$1.92M -$969K -36,640 -34%
BAM
37
Bellevue Asset Management
Washington
$1.84M -$31.2K -1,071 -2%
FAAM
38
First Ascent Asset Management
Colorado
$1.74M +$1.06M +39,906 +153%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$1.66M -$172K -6,519 -9%
WWM
40
Windsor Wealth Management
Indiana
$1.63M +$609K +23,014 +59%
LW
41
Linscomb Wealth
Texas
$1.61M -$33.3K -1,258 -2%
SWP
42
Stratos Wealth Partners
Ohio
$1.37M -$1.46M -55,325 -52%
QA
43
Quantitative Advantage
Minnesota
$1.26M +$38.2K +1,443 +3%
PAG
44
Private Advisor Group
New Jersey
$1.2M -$10.1M -382,933 -89%
KFGK
45
Keystone Financial Group (Kentucky)
Kentucky
$1.19M -$135K -5,091 -10%
IWM
46
IHT Wealth Management
Illinois
$1.17M -$36.3K -1,372 -3%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$1.11M -$545K -20,593 -33%
EA
48
Emerald Advisors
Washington
$1.03M +$765K +25,674 +284%
Bank of Nova Scotia
49
Bank of Nova Scotia
Ontario, Canada
$931K -$120K -4,522 -11%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$858K -$53.2K -2,113 -6%
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