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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

122 hedge funds and large institutions have $763M invested in iShares US Equity Factor ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 6 closing their positions.

Holders
122
Holders Change
+7
Holders Change %
+6.09%
% of All Funds
2.15%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
14
Increased
41
Reduced
48
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PL
1
Plancorp LLC
Missouri
$24.9M
2
AF
2
Allworth Financial
California
$8.28M
3
SFS
3
Strategic Financial Services
New York
$187M
4
Morgan Stanley
4
Morgan Stanley
New York
$44.8M
5
WANY
5
Wealthspire Advisors (New York)
New York
$5.34M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$65.6M
2
CG
2
Colony Group
Massachusetts
$35M
3
BAM
3
Bellevue Asset Management
Washington
$1.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$433K
5
HB
5
Homrich & Berg
Georgia
$9.61M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$7.3M 179,621 +3,152 +2%
WIA
27
World Investment Advisors
California
$6.55M 156,988 -12,969 -8%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$6.13M 150,922 -3,919 -3%
WANY
29
Wealthspire Advisors (New York)
New York
$5.34M 131,507 +131,507 New
WFAG
30
Wescott Financial Advisory Group
Pennsylvania
$5.08M 124,988 +3,415 +3%
SCM
31
Sterneck Capital Management
Missouri
$5.04M 124,079 -16,450 -12%
LPL Financial
32
LPL Financial
California
$4.9M 120,507 -19,381 -14%
SWMG
33
Strategic Wealth Management Group
Maryland
$4.86M 119,633 -1,185 -1%
MML Investors Services
34
MML Investors Services
Massachusetts
$4.79M 117,882 +31,401 +36%
TC
35
Trilogy Capital
California
$4.76M 117,188 -7,512 -6%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$4.6M 113,291 +8,555 +8%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$4.1M 100,911 +24,896 +33%
FFA
38
First Foundation Advisors
California
$3.05M 75,012 +136 +0.2%
RW
39
RVW Wealth
California
$3M 74,611 -319 -0.4%
Citigroup
40
Citigroup
New York
$2.92M 71,807 +63,501 +765%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$2.81M 69,150 -2,082 -3%
HHGA
42
Halbert Hargrove Global Advisors
California
$2.49M 61,341 +22,256 +57%
BlackRock
43
BlackRock
New York
$2.28M 56,014 +12,845 +30%
WWM
44
Windsor Wealth Management
Indiana
$2.27M 55,889 -397 -0.7%
RJA
45
Raymond James & Associates
Florida
$2.12M 52,147 -141 -0.3%
QA
46
Quantitative Advantage
Minnesota
$2.07M 50,970 +5,426 +12%
UBS Group
47
UBS Group
Switzerland
$1.9M 46,648 -5,724 -11%
BAM
48
Bellevue Asset Management
Washington
$1.7M 41,786 -40,472 -49%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$1.64M 40,242 -10,249 -20%
Bank of Nova Scotia
50
Bank of Nova Scotia
Ontario, Canada
$1.45M 35,659 +551 +2%
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