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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

190 hedge funds and large institutions have $1.88B invested in iShares US Equity Factor ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 9 closing their positions.

Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
2.75%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
13
Increased
67
Reduced
66
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Affinity Wealth Management
Delaware
$30.4M
2
KIM
2
Kestra Investment Management
Texas
$22M
3
AFG
3
Atomi Financial Group
New York
$28.4M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$43M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$192M

Top Sellers

1
SFO
1
Stokes Family Office
Louisiana
$23.9M
2
RHP
2
Royal Harbor Partners
Texas
$0
3
SFS
3
Strategic Financial Services
New York
$247M
4
TWM
4
Tolleson Wealth Management
Texas
$115M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$20M -$43.3K -737 -0.2%
BWCS
27
Beirne Wealth Consulting Services
Connecticut
$19.7M -$1.37M -23,283 -6%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$19.4M -$1.32M -22,527 -6%
WFA
29
Wade Financial Advisory
California
$13.6M +$146K +2,486 +1%
HighTower Advisors
30
HighTower Advisors
Illinois
$13.5M -$118K -2,000 -0.9%
AIM
31
Acropolis Investment Management
Missouri
$13.1M -$377K -6,410 -3%
FM
32
Foster & Motley
Ohio
$13M -$233K -3,970 -2%
Corient Private Wealth
33
Corient Private Wealth
Florida
$10.5M -$463K -7,871 -4%
FCT
34
Family Capital Trust
Massachusetts
$10.4M -$27.9K -475 -0.3%
HWM
35
HB Wealth Management
Georgia
$9.02M +$353 +6 +0%
WIA
36
World Investment Advisors
California
$8.99M +$186K +3,159 +2%
DI
37
DDFG Inc
California
$8.86M +$420K +7,139 +5%
LPL Financial
38
LPL Financial
California
$8.46M +$1.12M +19,130 +15%
BlackRock
39
BlackRock
New York
$8.4M +$457K +7,771 +6%
Citigroup
40
Citigroup
New York
$8.37M +$1.9M +32,400 +29%
SA
41
Sanctuary Advisors
Indiana
$8.23M +$1.44M +23,165 +21%
AG
42
AlTi Global
New York
$7.29M +$1.03M +17,551 +16%
MML Investors Services
43
MML Investors Services
Massachusetts
$7.13M +$1.14M +19,427 +19%
SEIA
44
Signature Estate & Investment Advisors
California
$6.97M -$37.9K -645 -0.5%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$6.85M -$206K -3,513 -3%
FAM
46
Forte Asset Management
New York
$6.74M +$210K +3,575 +3%
NRW
47
Nova R Wealth
Kansas
$5.87M +$16.6K +282 +0.3%
SCM
48
Sterneck Capital Management
Missouri
$5.57M -$260K -4,426 -4%
FFA
49
Farther Finance Advisors
California
$5.39M -$22.8K -388 -0.4%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$5.39M -$158K -2,696 -3%
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