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iShares US Equity Factor ETF

154 hedge funds and large institutions have $1.18B invested in iShares US Equity Factor ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 65 reducing their positions, and 8 closing their positions.

Holders
154
Holders Change
+7
Holders Change %
+4.76%
% of All Funds
2.46%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
16
Increased
38
Reduced
65
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FM
26
Foster & Motley
Ohio
$9.12M -$250K -5,778 -3%
WFA
27
Wade Financial Advisory
California
$8.39M -$1.2M -27,668 -12%
HWM
28
HB Wealth Management
Georgia
$8.33M -$352K -8,131 -4%
FCT
29
Family Capital Trust
Massachusetts
$8.03M -$60.1K -1,388 -0.7%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$7.71M -$181K -4,188 -2%
AIM
31
Acropolis Investment Management
Missouri
$7.33M +$957K +22,100 +15%
Corient Private Wealth
32
Corient Private Wealth
Florida
$7.14M +$928K +21,429 +15%
WIA
33
World Investment Advisors
California
$7.08M -$109K -2,494 -2%
LPL Financial
34
LPL Financial
California
$6.6M +$2.78M +64,109 +73%
Cerity Partners
35
Cerity Partners
New York
$6.59M -$355K -8,202 -5%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$5.95M +$5.24K +121 +0.1%
FFA
37
Farther Finance Advisors
California
$5.56M +$1.16M +26,815 +26%
BlackRock
38
BlackRock
New York
$5.5M -$20.4K -470 -0.4%
CBFP
39
Cedar Brook Financial Partners
Ohio
$5.3M -$48.7K -1,125 -0.9%
FAM
40
Forte Asset Management
New York
$5.26M -$394K -9,058 -7%
WFAG
41
Wescott Financial Advisory Group
Pennsylvania
$4.7M -$2.69K -62 -0.1%
SCM
42
Sterneck Capital Management
Missouri
$4.6M -$430K -9,925 -9%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$4.48M +$1.07M +24,802 +32%
NRW
44
Nova R Wealth
Kansas
$4.29M
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$4.12M -$370K -8,531 -8%
AA
46
Addison Advisors
Vermont
$3.76M -$19.5K -451 -0.5%
Citigroup
47
Citigroup
New York
$3.28M -$858K -19,807 -21%
WANY
48
Wealthspire Advisors (New York)
New York
$3.15M -$169K -3,890 -5%
KWM
49
Kingsview Wealth Management
Oregon
$3.15M +$94.4K +2,178 +3%
DI
50
DFPG Investments
Utah
$2.65M -$282K -6,462 -10%