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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

122 hedge funds and large institutions have $798M invested in iShares US Equity Factor ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
2.13%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
14
Increased
49
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFM
1
Phillips Financial Management
Indiana
$43.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.3M
3
PL
3
Plancorp LLC
Missouri
$30M
4
CBFP
4
Cedar Brook Financial Partners
Ohio
$3.32M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.77M

Top Sellers

1
WANY
1
Wealthspire Advisors (New York)
New York
$0
2
KWM
2
Keebeck Wealth Management
Illinois
$13.5M
3
AF
3
Allworth Financial
California
$5.04M
4
BWCS
4
Beirne Wealth Consulting Services
Connecticut
$16.7M
5
CG
5
Colony Group
Massachusetts
$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
26
World Investment Advisors
California
$7.12M +$397K +9,268 +6%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$6.38M -$84.6K -1,974 -1%
MML Investors Services
28
MML Investors Services
Massachusetts
$5.72M +$670K +15,652 +13%
SWMG
29
Strategic Wealth Management Group
Maryland
$5.6M +$471K +10,989 +9%
WFAG
30
Wescott Financial Advisory Group
Pennsylvania
$5.47M +$58.4K +1,349 +1%
LPL Financial
31
LPL Financial
California
$5.45M +$284K +6,637 +6%
SCM
32
Sterneck Capital Management
Missouri
$5.26M -$108K -2,490 -2%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$5.05M +$199K +4,638 +4%
AF
34
Allworth Financial
California
$5.04M -$3.69M -86,125 -42%
TC
35
Trilogy Capital
California
$4.89M -$214K -4,911 -4%
CBFP
36
Cedar Brook Financial Partners
Ohio
$3.32M +$3.32M +77,391 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$3.27M -$1.06M -24,686 -24%
FFA
38
First Foundation Advisors
California
$3.19M -$23.4K -547 -0.7%
BlackRock
39
BlackRock
New York
$3.17M +$774K +18,067 +32%
Citigroup
40
Citigroup
New York
$3.14M +$60.1K +1,402 +2%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$3.05M +$92.5K +2,161 +3%
RW
42
RVW Wealth
California
$3M -$241 -6 -0%
HHGA
43
Halbert Hargrove Global Advisors
California
$2.78M +$157K +3,661 +6%
RJA
44
Raymond James & Associates
Florida
$2.39M +$160K +3,731 +7%
WWM
45
Windsor Wealth Management
Indiana
$2.33M -$59.4K -1,388 -2%
QA
46
Quantitative Advantage
Minnesota
$2.33M +$148K +3,446 +7%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$2.3M +$572K +13,360 +33%
UBS Group
48
UBS Group
Switzerland
$1.94M -$63.1K -1,473 -3%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.77M +$1.32M +30,775 +289%
BAM
50
Bellevue Asset Management
Washington
$1.75M -$43.5K -1,016 -2%
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