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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

187 hedge funds and large institutions have $1.74B invested in iShares US Equity Factor ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 67 reducing their positions, and 9 closing their positions.

Holders
187
Holders Change
+14
Holders Change %
+8.09%
% of All Funds
2.72%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
25
Increased
57
Reduced
67
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$179M
2
AFG
2
Atomi Financial Group
New York
$17.6M
3
SEIA
3
Signature Estate & Investment Advisors
California
$6.64M
4
AG
4
AlTi Global
New York
$5.93M
5
Wells Fargo
5
Wells Fargo
California
$103M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$34.1M
2
SFO
2
Stokes Family Office
Louisiana
$31.6M
3
CBFP
3
Cedar Brook Financial Partners
Ohio
$0
4
PFM
4
Phillips Financial Management
Indiana
$29.8M
5
CW
5
CreativeOne Wealth
Kansas
$694K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
26
Atomi Financial Group
New York
$17.6M +$7.62M +136,864 +77%
HighTower Advisors
27
HighTower Advisors
Illinois
$12.9M -$14.3K -256 -0.1%
AIM
28
Acropolis Investment Management
Missouri
$12.7M +$957K +17,180 +8%
WFA
29
Wade Financial Advisory
California
$12.7M -$85.2K -1,529 -0.7%
FM
30
Foster & Motley
Ohio
$12.5M +$195K +3,496 +2%
Corient Private Wealth
31
Corient Private Wealth
Florida
$10.4M -$407K -7,286 -4%
FCT
32
Family Capital Trust
Massachusetts
$9.84M -$73.4K -1,318 -0.7%
HWM
33
HB Wealth Management
Georgia
$8.55M -$109K -1,961 -1%
WIA
34
World Investment Advisors
California
$8.35M -$91.4K -1,641 -1%
KIM
35
Kestra Investment Management
Texas
$8.18M +$8.18M +146,913 New
DI
36
DDFG Inc
California
$8M +$113K +2,024 +1%
RHP
37
Royal Harbor Partners
Texas
$7.69M +$149K +2,674 +2%
BlackRock
38
BlackRock
New York
$7.53M -$53.6K -963 -0.7%
LPL Financial
39
LPL Financial
California
$6.95M +$1.25M +22,531 +22%
KWM
40
Kingsview Wealth Management
Oregon
$6.89M +$3.09M +55,504 +81%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$6.69M +$49.5K +889 +0.7%
SEIA
42
Signature Estate & Investment Advisors
California
$6.64M +$6.64M +119,209 New
FAM
43
Forte Asset Management
New York
$6.18M +$54.6K +981 +0.9%
Citigroup
44
Citigroup
New York
$6.13M +$2M +35,947 +49%
AG
45
AlTi Global
New York
$5.93M +$5.93M +106,491 New
SA
46
Sanctuary Advisors
Indiana
$5.73M +$5.73M +109,743 New
MML Investors Services
47
MML Investors Services
Massachusetts
$5.67M +$1.45M +26,001 +34%
NRW
48
Nova R Wealth
Kansas
$5.55M +$11.4K +205 +0.2%
SCM
49
Sterneck Capital Management
Missouri
$5.52M -$6.07K -109 -0.1%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$5.26M +$454K +8,143 +9%
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