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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

141 hedge funds and large institutions have $846M invested in iShares US Equity Factor ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
–
Holders Change %
0%
% of All Funds
2.38%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.25%
New
15
Increased
40
Reduced
62
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFO
1
Stokes Family Office
Louisiana
$39.5M
2
Ameriprise
2
Ameriprise
Minnesota
$20.5M
3
PPW
3
Pasadena Private Wealth
California
$6.4M
4
SFS
4
Strategic Financial Services
New York
$179M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$8.21M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$22.9M
2
AWM
2
Affinity Wealth Management
Delaware
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$35.8M
4
AWM
4
AE Wealth Management
Kansas
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$379K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$6.61M -$326K -8,603 -5%
PPW
27
Pasadena Private Wealth
California
$6.4M +$6.4M +168,796 New
AI
28
Atria Investments
North Carolina
$5.86M -$90.7K -2,394 -2%
BDF
29
Balasa Dinverno & Foltz
$5.83M -$138K -3,653 -2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$5.56M -$2.92M -77,140 -34%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$5.12M -$188K -4,969 -4%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$4.87M -$132K -3,495 -3%
SCM
33
Sterneck Capital Management
Missouri
$4.73M +$260K +6,860 +6%
NRW
34
Nova R Wealth
Kansas
$4.59M -$205K -5,407 -4%
CBFP
35
Cedar Brook Financial Partners
Ohio
$4.54M -$125K -3,308 -3%
BlackRock
36
BlackRock
New York
$4.16M +$209K +5,504 +5%
WFAG
37
Wescott Financial Advisory Group
Pennsylvania
$4.11M +$80K +2,110 +2%
WANY
38
Wealthspire Advisors (New York)
New York
$3.96M -$142K -3,758 -3%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$3.8M +$176K +4,642 +5%
SPC
40
Sigma Planning Corp
Michigan
$3.55M -$39.9K -1,053 -1%
LPL Financial
41
LPL Financial
California
$3.5M -$1.99M -52,618 -36%
CC
42
Callan Capital
California
$2.53M +$1.86M +49,075 +279%
RW
43
RVW Wealth
California
$2.47M -$7.66K -202 -0.3%
KWM
44
Kaydan Wealth Management
Michigan
$2.31M -$101K -2,667 -4%
QA
45
Quantitative Advantage
Minnesota
$2.31M +$29.1K +767 +1%
GAG
46
Goodman Advisory Group
Massachusetts
$2.29M +$479K +12,629 +26%
WWM
47
Windsor Wealth Management
Indiana
$2.11M -$5.78K -150 -0.3%
SG
48
StoneX Group
New York
$1.7M +$167K +4,414 +11%
UBS Group
49
UBS Group
Switzerland
$1.64M -$89.1K -2,351 -5%
FFA
50
First Foundation Advisors
California
$1.52M -$1.36M -35,967 -47%
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