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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

148 hedge funds and large institutions have $819M invested in iShares US Equity Factor ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 10 closing their positions.

Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
2.56%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
17
Increased
50
Reduced
54
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$9.47M
2
PL
2
Plancorp LLC
Missouri
$41.4M
3
HHGA
3
Halbert Hargrove Global Advisors
California
$13.9M
4
SFO
4
Stokes Family Office
Louisiana
$42.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.44M

Top Sellers

1
SFS
1
Strategic Financial Services
New York
$158M
2
PPW
2
Pasadena Private Wealth
California
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.66M
4
Bank of America
4
Bank of America
North Carolina
$18.6M
5
PFM
5
Phillips Financial Management
Indiana
$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPO
26
Cerity Partners OCIO
New York
$6.14M -$306K -8,436 -5%
WIA
27
World Investment Advisors
California
$6.07M -$148K -4,094 -2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$5.63M +$744K +20,549 +15%
BDF
29
Balasa Dinverno & Foltz
$5.42M -$150K -4,131 -3%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$4.91M +$249K +6,875 +5%
AI
31
Atria Investments
North Carolina
$4.86M -$746K -20,606 -13%
SCM
32
Sterneck Capital Management
Missouri
$4.51M -$978 -27 -0%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$4.44M +$3.29M +90,831 +287%
CBFP
34
Cedar Brook Financial Partners
Ohio
$4.26M -$81.1K -2,238 -2%
BlackRock
35
BlackRock
New York
$4.01M +$34K +938 +0.9%
WFAG
36
Wescott Financial Advisory Group
Pennsylvania
$3.94M +$12.2K +338 +0.3%
NRW
37
Nova R Wealth
Kansas
$3.52M -$862K -23,795 -20%
WANY
38
Wealthspire Advisors (New York)
New York
$3.5M -$280K -7,718 -7%
SPC
39
Sigma Planning Corp
Michigan
$3.32M -$65.1K -1,796 -2%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$3.32M -$316K -8,723 -9%
IWC
41
Integrated Wealth Concepts
Massachusetts
$3.24M +$2.09M +57,804 +182%
LPL Financial
42
LPL Financial
California
$3.21M -$134K -3,710 -4%
RW
43
RVW Wealth
California
$2.36M +$2.75K +76 +0.1%
QA
44
Quantitative Advantage
Minnesota
$2.2M -$9.53K -263 -0.4%
KWM
45
Kaydan Wealth Management
Michigan
$2.1M -$105K -2,893 -5%
WWM
46
Windsor Wealth Management
Indiana
$1.98M -$50.7K -1,373 -3%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.66M -$3.65M -100,690 -69%
SG
48
StoneX Group
New York
$1.64M +$12.4K +341 +0.8%
UBS Group
49
UBS Group
Switzerland
$1.61M +$41.7K +1,152 +3%
FFA
50
First Foundation Advisors
California
$1.52M +$61.6K +1,700 +4%
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