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iShares US Equity Factor ETF

115 hedge funds and large institutions have $682M invested in iShares US Equity Factor ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
2.04%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
14
Increased
35
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WIA
26
World Investment Advisors
California
$6.84M -$34.2K -851 -0.5%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$6.65M -$246K -6,543 -4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$5.83M -$378K -10,023 -6%
SCM
29
Sterneck Capital Management
Missouri
$5.29M -$153K -4,053 -3%
LPL Financial
30
LPL Financial
California
$5.27M -$47.2K -1,252 -0.9%
TC
31
Trilogy Capital
California
$4.7M -$379K -10,063 -7%
WFAG
32
Wescott Financial Advisory Group
Pennsylvania
$4.58M +$4.58M +121,573 New
SWMG
33
Strategic Wealth Management Group
Maryland
$4.55M -$207K -5,492 -4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$3.95M -$119K -3,148 -3%
MML Investors Services
35
MML Investors Services
Massachusetts
$3.26M +$214K +5,686 +7%
BAM
36
Bellevue Asset Management
Washington
$3.22M +$456K +11,654 +17%
RW
37
RVW Wealth
California
$3M -$77.4K -1,934 -3%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$2.86M +$278K +7,385 +11%
FFA
39
First Foundation Advisors
California
$2.82M -$64.4K -1,710 -2%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$2.69M +$1.61M +42,792 +150%
WWM
41
Windsor Wealth Management
Indiana
$2.12M +$10.1K +268 +0.5%
UBS Group
42
UBS Group
Switzerland
$1.97M -$648K -17,212 -25%
RJA
43
Raymond James & Associates
Florida
$1.97M -$616K -16,339 -24%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.9M -$138K -3,673 -7%
QA
45
Quantitative Advantage
Minnesota
$1.72M -$33.3K -884 -2%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.7M -$309K -8,207 -15%
BlackRock
47
BlackRock
New York
$1.63M +$429K +11,407 +36%
HHGA
48
Halbert Hargrove Global Advisors
California
$1.47M +$627K +16,656 +74%
SG
49
StoneX Group
New York
$1.32M +$77.9K +2,066 +6%
Bank of Nova Scotia
50
Bank of Nova Scotia
Ontario, Canada
$1.31M -$86.9K -2,321 -6%