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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

147 hedge funds and large institutions have $1.14B invested in iShares US Equity Factor ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 13 closing their positions.

Holders
147
Holders Change
-2
Holders Change %
-1.34%
% of All Funds
2.32%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.28%
New
12
Increased
47
Reduced
61
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$24.8M
2
TWM
2
Tolleson Wealth Management
Texas
$71.3M
3
Cerity Partners
3
Cerity Partners
New York
$7.15M
4
PL
4
Plancorp LLC
Missouri
$58.5M
5
Citigroup
5
Citigroup
New York
$4.26M

Top Sellers

1
SFS
1
Strategic Financial Services
New York
$197M
2
AA
2
Addison Advisors
Vermont
$3.89M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
PFM
4
Phillips Financial Management
Indiana
$41M
5
Citadel Advisors
5
Citadel Advisors
Florida
$985K
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
26
Foster & Motley
Ohio
$9.64M +$419K +9,412 +5%
HWM
27
HB Wealth Management
Georgia
$8.93M -$62.5K -1,403 -0.7%
FCT
28
Family Capital Trust
Massachusetts
$8.33M -$50.9K -1,142 -0.6%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$8.11M +$149K +3,346 +2%
WIA
30
World Investment Advisors
California
$7.36M -$386K -8,664 -5%
Cerity Partners
31
Cerity Partners
New York
$7.15M +$7.15M +160,369 New
AIM
32
Acropolis Investment Management
Missouri
$6.55M +$339K +7,615 +5%
Corient Private Wealth
33
Corient Private Wealth
Florida
$6.39M -$96.5K -2,166 -1%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$6.12M -$501K -11,252 -8%
FAM
35
Forte Asset Management
New York
$5.79M -$636K -14,280 -10%
BlackRock
36
BlackRock
New York
$5.68M +$355K +7,977 +7%
CBFP
37
Cedar Brook Financial Partners
Ohio
$5.51M -$2.99K -67 -0.1%
SCM
38
Sterneck Capital Management
Missouri
$5.17M -$302K -6,785 -6%
WFAG
39
Wescott Financial Advisory Group
Pennsylvania
$4.83M +$2.94K +66 +0.1%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$4.62M +$28K +629 +0.6%
FFA
41
Farther Finance Advisors
California
$4.53M +$1.08M +24,244 +31%
NRW
42
Nova R Wealth
Kansas
$4.41M +$12.2K +273 +0.3%
Citigroup
43
Citigroup
New York
$4.26M +$3.47M +77,885 +439%
LPL Financial
44
LPL Financial
California
$3.94M +$28.4K +638 +0.7%
AA
45
Addison Advisors
Vermont
$3.89M -$4.28M -95,997 -52%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$3.5M -$1.59M -35,709 -31%
WANY
47
Wealthspire Advisors (New York)
New York
$3.41M -$299K -6,701 -8%
KWM
48
Kingsview Wealth Management
Oregon
$3.14M +$236K +5,304 +8%
DI
49
DFPG Investments
Utah
$3.09M +$76.4K +1,664 +3%
RW
50
RVW Wealth
California
$2.56M -$36.6K -821 -1%
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