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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

141 hedge funds and large institutions have $1.01B invested in iShares US Equity Factor ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 8 closing their positions.

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
2.23%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
17
Increased
48
Reduced
49
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Affinity Wealth Management
Delaware
$23.4M
2
Wells Fargo
2
Wells Fargo
California
$75M
3
Ameriprise
3
Ameriprise
Minnesota
$16.4M
4
AWM
4
AE Wealth Management
Kansas
$8.44M
5
SFS
5
Strategic Financial Services
New York
$204M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$903K
2
Morgan Stanley
2
Morgan Stanley
New York
$52M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$566K
4
Citigroup
4
Citigroup
New York
$263K
5
GWM
5
Geneos Wealth Management
Colorado
$96K
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
26
World Investment Advisors
California
$7.27M – – –
BDF
27
Balasa Dinverno & Foltz
$7M -$319K -7,182 -4%
AI
28
Atria Investments
North Carolina
$6.99M +$6.99M +157,075 New
Osaic Holdings
29
Osaic Holdings
Arizona
$6.88M +$119K +5,437 +2%
LPL Financial
30
LPL Financial
California
$6.45M -$110K -2,463 -2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$6.23M -$437K -9,819 -7%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$5.87M +$219K +4,917 +4%
NRW
33
Nova R Wealth
Kansas
$5.62M +$328K +7,368 +6%
CBFP
34
Cedar Brook Financial Partners
Ohio
$5.48M +$1.36M +30,491 +33%
SCM
35
Sterneck Capital Management
Missouri
$5.24M -$99.8K -2,243 -2%
WANY
36
Wealthspire Advisors (New York)
New York
$4.81M -$137K -3,081 -3%
WFAG
37
Wescott Financial Advisory Group
Pennsylvania
$4.73M -$111K -2,498 -2%
BlackRock
38
BlackRock
New York
$4.64M +$290K +6,529 +7%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$4.26M +$387K +8,703 +10%
SPC
40
Sigma Planning Corp
Michigan
$4.21M +$4.21M +94,615 New
HHGA
41
Halbert Hargrove Global Advisors
California
$3.83M -$478K -10,749 -11%
FFA
42
First Foundation Advisors
California
$3.39M +$235K +5,290 +7%
RW
43
RVW Wealth
California
$2.9M – – –
KWM
44
Kaydan Wealth Management
Michigan
$2.83M -$92.5K -2,080 -3%
QA
45
Quantitative Advantage
Minnesota
$2.68M +$318K +7,142 +13%
WWM
46
Windsor Wealth Management
Indiana
$2.44M +$75.1K +1,693 +3%
GAG
47
Goodman Advisory Group
Massachusetts
$2.12M +$1.81M +40,792 +585%
UBS Group
48
UBS Group
Switzerland
$2.03M -$5.43K -122 -0.3%
SG
49
StoneX Group
New York
$1.8M +$13.8K +311 +0.8%
IWC
50
Integrated Wealth Concepts
Massachusetts
$1.44M -$4.27K -96 -0.3%
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