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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

149 hedge funds and large institutions have $1.06B invested in iShares US Equity Factor ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 15 closing their positions.

Holders
149
Holders Change
-9
Holders Change %
-5.7%
% of All Funds
2.39%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
11
Increased
48
Reduced
61
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
1
Tolleson Wealth Management
Texas
$51.7M
2
CW
2
CreativeOne Wealth
Kansas
$19.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$21M
4
SWP
4
ShoreHaven Wealth Partners
New Jersey
$17.1M
5
AIM
5
Acropolis Investment Management
Missouri
$5.78M

Top Sellers

1
SFO
1
Stokes Family Office
Louisiana
$40.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$980K
3
Morgan Stanley
3
Morgan Stanley
New York
$27.8M
4
Ameriprise
4
Ameriprise
Minnesota
$10.3M
5
MSWMA
5
Market Street Wealth Management Advisors
Indiana
$15.3M
Name Market Value Shares Shares
Change 		Shares
Change %
FM
26
Foster & Motley
Ohio
$8.58M 206,987 +9,395 +5%
HWM
27
HB Wealth Management
Georgia
$8.36M 201,798 -5,844 -3%
FCT
28
Family Capital Trust
Massachusetts
$7.79M 187,988 -2,204 -1%
AA
29
Addison Advisors
Vermont
$7.59M 183,199 -20,842 -10%
WIA
30
World Investment Advisors
California
$7.2M 173,780 +11,773 +7%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$6.16M 148,557 +4,336 +3%
Corient Private Wealth
32
Corient Private Wealth
Florida
$6.03M 145,580 -924 -0.6%
FAM
33
Forte Asset Management
New York
$5.98M 144,200 -34,480 -19%
AIM
34
Acropolis Investment Management
Missouri
$5.78M 139,482 +139,482 New
CBFP
35
Cedar Brook Financial Partners
Ohio
$5.12M 123,627 +4,873 +4%
SCM
36
Sterneck Capital Management
Missouri
$5.09M 122,832 -1,282 -1%
BlackRock
37
BlackRock
New York
$4.95M 119,436 +4,471 +4%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$4.73M 114,224 +30,753 +37%
WFAG
39
Wescott Financial Advisory Group
Pennsylvania
$4.49M 108,431 -811 -0.7%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$4.27M 102,950 +4,219 +4%
NRW
41
Nova R Wealth
Kansas
$4.09M 98,660 +348 +0.4%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$3.79M 91,411 +77,898 +576%
LPL Financial
43
LPL Financial
California
$3.63M 87,697 -5,021 -5%
WANY
44
Wealthspire Advisors (New York)
New York
$3.45M 83,268 -5,761 -6%
Citadel Advisors
45
Citadel Advisors
Florida
$3.28M 79,213 +59,438 +301%
FFA
46
Farther Finance Advisors
California
$3.21M 77,363 +22,135 +40%
DI
47
DFPG Investments
Utah
$2.72M 65,531 +3,911 +6%
KWM
48
Kingsview Wealth Management
Oregon
$2.7M 65,163 +1,010 +2%
GAG
49
Goodman Advisory Group
Massachusetts
$2.59M 62,582 -130,925 -68%
RW
50
RVW Wealth
California
$2.42M 58,381 – –
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