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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

158 hedge funds and large institutions have $1B invested in iShares US Equity Factor ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 55 reducing their positions, and 11 closing their positions.

Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
2.55%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
25
Increased
50
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
1
Pettinga Financial Advisors
Indiana
$33.8M
2
MSWMA
2
Market Street Wealth Management Advisors
Indiana
$21.4M
3
CPCM
3
Cardinal Point Capital Management
Ontario, Canada
$20.4M
4
CPWMP
4
Cardinal Point Wealth Management Partners
California
$20.4M
5
CCA
5
Cora Capital Advisors
New Jersey
$17.4M

Top Sellers

1
FAAM
1
First Ascent Asset Management
Colorado
$736K
2
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$0
3
PFM
3
Phillips Financial Management
Indiana
$39.7M
4
AI
4
Atria Investments
North Carolina
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$527K
Name Market Value Shares Shares
Change 		Shares
Change %
FM
26
Foster & Motley
Ohio
$7.71M 197,592 +1,641 +0.8%
GAG
27
Goodman Advisory Group
Massachusetts
$7.55M 193,507 +165,559 +592%
FCT
28
Family Capital Trust
Massachusetts
$7.42M 190,192 -367 -0.2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$7.01M 179,726 +2,588 +1%
FAM
30
Forte Asset Management
New York
$6.97M 178,680 +5,021 +3%
CPO
31
Cerity Partners OCIO
New York
$6.45M 165,361 -4,259 -3%
WIA
32
World Investment Advisors
California
$6.32M 162,007 -5,438 -3%
Corient Private Wealth
33
Corient Private Wealth
Florida
$5.72M 146,504 +146,504 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$5.63M 144,221 +8,790 +6%
SCM
35
Sterneck Capital Management
Missouri
$4.84M 124,114 -521 -0.4%
CBFP
36
Cedar Brook Financial Partners
Ohio
$4.63M 118,754 +1,150 +1%
BlackRock
37
BlackRock
New York
$4.48M 114,965 +4,172 +4%
WFAG
38
Wescott Financial Advisory Group
Pennsylvania
$4.26M 109,242 +520 +0.5%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$3.85M 98,731 +7,165 +8%
NRW
40
Nova R Wealth
Kansas
$3.84M 98,312 +1,100 +1%
LPL Financial
41
LPL Financial
California
$3.62M 92,718 +4,090 +5%
WANY
42
Wealthspire Advisors (New York)
New York
$3.47M 89,029 -7,629 -8%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$3.32M 85,209 +85,209 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$3.26M 83,471 -72,054 -46%
SPC
45
Sigma Planning Corp
Michigan
$3.14M 80,378 -11,388 -12%
AssetMark Inc
46
AssetMark Inc
California
$2.69M 68,916 +68,916 New
KWM
47
Kingsview Wealth Management
Oregon
$2.5M 64,153 +43,362 +209%
DI
48
DFPG Investments
Utah
$2.48M 61,620 +41,102 +200%
RW
49
RVW Wealth
California
$2.28M 58,381 -6,722 -10%
GC
50
Grimes & Company
Massachusetts
$2.27M 58,313 +58,313 New
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