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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

153 hedge funds and large institutions have $1.37B invested in iShares US Equity Factor ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
2.24%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
17
Increased
58
Reduced
56
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.4M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$55.5M
3
TWM
3
Tolleson Wealth Management
Texas
$90.6M
4
UWPG
4
Ullmann Wealth Partners Group
Florida
$65.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$28.9M

Top Sellers

1
MSWMA
1
Market Street Wealth Management Advisors
Indiana
$3.57M
2
PFM
2
Phillips Financial Management
Indiana
$32.4M
3
SFS
3
Strategic Financial Services
New York
$204M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Cerity Partners
5
Cerity Partners
New York
$5.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
26
Wade Financial Advisory
California
$9.74M +$390K +8,086 +4%
Corient Private Wealth
27
Corient Private Wealth
Florida
$9.46M +$1.5M +31,016 +19%
AIM
28
Acropolis Investment Management
Missouri
$9.45M +$1.27M +26,396 +16%
FCT
29
Family Capital Trust
Massachusetts
$8.95M -$1.21K -25 -0%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$8.69M +$102K +2,112 +1%
HWM
31
HB Wealth Management
Georgia
$8.17M -$1.12M -23,145 -12%
LPL Financial
32
LPL Financial
California
$7.87M +$506K +10,483 +7%
WIA
33
World Investment Advisors
California
$7.69M -$161K -3,339 -2%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$6.67M +$36.8K +763 +0.6%
BlackRock
35
BlackRock
New York
$6.46M +$330K +6,830 +5%
FFA
36
Farther Finance Advisors
California
$6.25M +$52.1K +1,079 +0.8%
CBFP
37
Cedar Brook Financial Partners
Ohio
$6.08M +$147K +3,042 +2%
Cerity Partners
38
Cerity Partners
New York
$5.8M -$1.55M -32,092 -21%
FAM
39
Forte Asset Management
New York
$5.28M -$560K -11,596 -10%
WFAG
40
Wescott Financial Advisory Group
Pennsylvania
$5.13M -$103K -2,141 -2%
SCM
41
Sterneck Capital Management
Missouri
$4.84M -$288K -5,973 -6%
NRW
42
Nova R Wealth
Kansas
$4.81M +$32.1K +664 +0.7%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$4.59M -$2.95K -61 -0.1%
KWM
44
Kingsview Wealth Management
Oregon
$4.51M +$1.01M +20,847 +29%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$4.15M -$840K -17,387 -17%
AA
46
Addison Advisors
Vermont
$3.95M -$235K -4,871 -6%
MSWMA
47
Market Street Wealth Management Advisors
Indiana
$3.57M -$20M -414,070 -85%
Citigroup
48
Citigroup
New York
$3.47M -$195K -4,046 -5%
WANY
49
Wealthspire Advisors (New York)
New York
$3.34M -$170K -3,528 -5%
MML Investors Services
50
MML Investors Services
Massachusetts
$2.76M +$15K +310 +0.5%
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