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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

110 hedge funds and large institutions have $620M invested in iShares US Equity Factor ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 49 reducing their positions, and 16 closing their positions.

Holders
110
Holders Change
–
Holders Change %
0%
% of All Funds
2.26%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
17
Increased
34
Reduced
49
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Strategic Financial Services
New York
$132M
2
Goldman Sachs
2
Goldman Sachs
New York
$18.5M
3
CCA
3
Clearwater Capital Advisors
Illinois
$26.1M
4
WIA
4
World Investment Advisors
California
$5.76M
5
BDF
5
Balasa Dinverno & Foltz
$45.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$113M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$844K
3
BlackRock
3
BlackRock
New York
$825K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.54M
5
PPW
5
Pasadena Private Wealth
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
26
Sterneck Capital Management
Missouri
$4.53M 145,736 +14,767 +11%
SWMG
27
Strategic Wealth Management Group
Maryland
$4.49M 144,405 -19,729 -12%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$3.54M 113,922 -296,498 -72%
FAAM
29
First Ascent Asset Management
Colorado
$3.51M 112,957 +47,028 +71%
FCT
30
Family Capital Trust
Massachusetts
$3.37M 108,388 -102 -0.1%
RJA
31
Raymond James & Associates
Florida
$2.69M 86,526 -20,052 -19%
UBS Group
32
UBS Group
Switzerland
$2.65M 85,145 -276,610 -76%
FFA
33
First Foundation Advisors
California
$2.5M 80,480 -24,673 -23%
RW
34
RVW Wealth
California
$2.43M 78,318 -198,155 -72%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$2.11M 67,740 +4,912 +8%
BAM
36
Bellevue Asset Management
Washington
$2.03M 65,344 +2,414 +4%
WWM
37
Windsor Wealth Management
Indiana
$1.91M 61,318 -459 -0.7%
Jane Street
38
Jane Street
New York
$1.87M 60,169 +48,610 +421%
QA
39
Quantitative Advantage
Minnesota
$1.38M 44,538 -2,949 -6%
PA
40
Parallel Advisors
California
$1.36M 43,817 -28,784 -40%
IWM
41
IHT Wealth Management
Illinois
$1.27M 41,013 -3,341 -8%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.26M 40,437 +10,891 +37%
KFGK
43
Keystone Financial Group (Kentucky)
Kentucky
$1.2M 38,688 -6,288 -14%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.13M 36,288 -5,672 -14%
EA
45
Emerald Advisors
Washington
$1.12M 36,052 +1,350 +4%
Bank of Nova Scotia
46
Bank of Nova Scotia
Ontario, Canada
$1.08M 34,779 -421 -1%
SWP
47
Stratos Wealth Partners
Ohio
$947K 30,487 -21,366 -41%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$902K 29,119 -4,967 -15%
SG
49
StoneX Group
New York
$901K 28,996 +3,093 +12%
Citadel Advisors
50
Citadel Advisors
Florida
$869K 27,982 +27,982 New
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