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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

120 hedge funds and large institutions have $915M invested in iShares US Equity Factor ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
120
Holders Change
-2
Holders Change %
-1.64%
% of All Funds
2.11%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
11
Increased
43
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SigFig Wealth Management
California
$80.2M
2
Wells Fargo
2
Wells Fargo
California
$60.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.8M
4
PFM
4
Phillips Financial Management
Indiana
$54.8M
5
PL
5
Plancorp LLC
Missouri
$34.6M

Top Sellers

1
KWM
1
Keebeck Wealth Management
Illinois
$0
2
Bank of America
2
Bank of America
North Carolina
$59.4M
3
SFS
3
Strategic Financial Services
New York
$187M
4
CCA
4
Clearwater Capital Advisors
Illinois
$43M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
26
World Investment Advisors
California
$6.92M -$84.2K -1,999 -1%
Cerity Partners
27
Cerity Partners
New York
$6.37M -$1.39M -33,002 -18%
LPL Financial
28
LPL Financial
California
$5.99M +$634K +15,043 +12%
MML Investors Services
29
MML Investors Services
Massachusetts
$5.95M +$327K +7,750 +6%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$5.65M -$625K -14,836 -10%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$5.37M +$400K +9,486 +8%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$5.32M +$4.98M +118,167 +1,457%
SCM
33
Sterneck Capital Management
Missouri
$5.09M -$35.1K -834 -0.7%
WANY
34
Wealthspire Advisors (New York)
New York
$4.7M +$4.7M +111,598 New
WFAG
35
Wescott Financial Advisory Group
Pennsylvania
$4.48M -$847K -20,092 -16%
AF
36
Allworth Financial
California
$4.46M -$500K -11,865 -10%
TC
37
Trilogy Capital
California
$4.33M -$403K -9,553 -9%
CBFP
38
Cedar Brook Financial Partners
Ohio
$3.62M +$354K +8,400 +11%
BlackRock
39
BlackRock
New York
$3.47M +$343K +8,134 +11%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$3.17M -$37.8K -896 -1%
Barclays
41
Barclays
United Kingdom
$3.05M +$2.78M +65,898 +1,004%
FFA
42
First Foundation Advisors
California
$3.01M -$130K -3,092 -4%
RW
43
RVW Wealth
California
$3M -$166K -3,907 -5%
Citigroup
44
Citigroup
New York
$2.97M -$118K -2,801 -4%
HHGA
45
Halbert Hargrove Global Advisors
California
$2.95M +$209K +4,957 +8%
GWM
46
Geneos Wealth Management
Colorado
$2.52M +$2.39M +56,250 +1,830%
QA
47
Quantitative Advantage
Minnesota
$2.32M +$26.2K +621 +1%
WWM
48
Windsor Wealth Management
Indiana
$2.28M -$38.3K -902 -2%
UBS Group
49
UBS Group
Switzerland
$1.84M -$65.7K -1,560 -3%
BAM
50
Bellevue Asset Management
Washington
$1.76M +$24.6K +577 +1%
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