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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

113 hedge funds and large institutions have $618M invested in iShares US Equity Factor ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
113
Holders Change
+3
Holders Change %
+2.73%
% of All Funds
2.29%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
15
Increased
44
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.9M
2
KWM
2
Keebeck Wealth Management
Illinois
$12.7M
3
NAM
3
North American Management
Massachusetts
$16.8M
4
SFS
4
Strategic Financial Services
New York
$146M
5
FCT
5
Family Capital Trust
Massachusetts
$6.38M

Top Sellers

1
BDF
1
Balasa Dinverno & Foltz
$6.76M
2
Bank of America
2
Bank of America
North Carolina
$99.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.08M
4
SHIM
4
Stone House Investment Management
Pennsylvania
$0
5
CG
5
Colony Group
Massachusetts
$33.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
26
Sterneck Capital Management
Missouri
$4.8M 144,582 -1,154 -0.8%
LPL Financial
27
LPL Financial
California
$4.69M 141,140 -39,995 -22%
TC
28
Trilogy Capital
California
$4.47M 134,763 -14,200 -10%
SWMG
29
Strategic Wealth Management Group
Maryland
$4.19M 126,310 -18,095 -13%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$3.58M 107,884 -6,038 -5%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.68M 80,795 +74,247 +1,134%
RW
32
RVW Wealth
California
$2.55M 76,864 -1,454 -2%
FFA
33
First Foundation Advisors
California
$2.54M 76,586 -3,894 -5%
BAM
34
Bellevue Asset Management
Washington
$2.34M 70,604 +5,260 +8%
UBS Group
35
UBS Group
Switzerland
$2.31M 69,584 -15,561 -18%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$2.28M 68,630 +890 +1%
RJA
37
Raymond James & Associates
Florida
$2.28M 68,627 -17,899 -21%
WWM
38
Windsor Wealth Management
Indiana
$1.91M 56,018 -5,300 -9%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.8M 54,164 +17,876 +49%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.77M 53,276 +12,839 +32%
QA
41
Quantitative Advantage
Minnesota
$1.54M 46,428 +1,890 +4%
Citadel Advisors
42
Citadel Advisors
Florida
$1.48M 44,634 +16,652 +60%
PL
43
Plancorp LLC
Missouri
$1.33M 40,118 +40,118 New
IWM
44
IHT Wealth Management
Illinois
$1.29M 38,820 -2,193 -5%
PA
45
Parallel Advisors
California
$1.25M 37,693 -6,124 -14%
Bank of Nova Scotia
46
Bank of Nova Scotia
Ontario, Canada
$1.24M 37,429 +2,650 +8%
KFGK
47
Keystone Financial Group (Kentucky)
Kentucky
$1.24M 37,284 -1,404 -4%
EA
48
Emerald Advisors
Washington
$1.19M 35,939 -113 -0.3%
SG
49
StoneX Group
New York
$1.09M 32,909 +3,913 +13%
BlackRock
50
BlackRock
New York
$1.06M 31,762 +5,174 +19%
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