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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

203 hedge funds and large institutions have $2.02B invested in iShares US Equity Factor ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 66 reducing their positions, and 12 closing their positions.

Holders
203
Holders Change
+13
Holders Change %
+6.84%
% of All Funds
2.7%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
29
Increased
70
Reduced
66
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$91.4M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$66.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$40.4M
4
AFG
4
Atomi Financial Group
New York
$37.4M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$202M

Top Sellers

1
SFS
1
Strategic Financial Services
New York
$222M
2
TWM
2
Tolleson Wealth Management
Texas
$111M
3
PFM
3
Phillips Financial Management
Indiana
$25.2M
4
SFO
4
Stokes Family Office
Louisiana
$21.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWCS
26
Beirne Wealth Consulting Services
Connecticut
$20.4M +$152K +2,516 +0.8%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$19.3M -$550K -9,119 -3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$18M -$2.52M -41,824 -12%
WFA
29
Wade Financial Advisory
California
$14.4M +$488K +8,085 +3%
FM
30
Foster & Motley
Ohio
$12.8M -$471K -7,812 -4%
AIM
31
Acropolis Investment Management
Missouri
$12.8M -$588K -9,745 -4%
HighTower Advisors
32
HighTower Advisors
Illinois
$10.8M -$3.06M -50,739 -22%
LPL Financial
33
LPL Financial
California
$10.4M +$1.71M +28,406 +20%
FCT
34
Family Capital Trust
Massachusetts
$10.2M -$408K -6,768 -4%
WIA
35
World Investment Advisors
California
$9.72M +$482K +7,986 +5%
AG
36
AlTi Global
New York
$9.55M +$2.07M +34,244 +28%
DI
37
DDFG Inc
California
$9.28M +$180K +2,976 +2%
HWM
38
HB Wealth Management
Georgia
$9.17M -$87.2K -1,445 -0.9%
SFG
39
Stonebridge Financial Group
Pennsylvania
$9.03M +$9.03M +149,619 New
SA
40
Sanctuary Advisors
Indiana
$8.54M +$200K +3,186 +2%
BlackRock
41
BlackRock
New York
$8.5M -$122K -2,029 -1%
Corient Private Wealth
42
Corient Private Wealth
Florida
$8.47M -$2.03M -34,542 -19%
Citigroup
43
Citigroup
New York
$8.36M -$238K -3,950 -3%
OO
44
Obsido Oy
$7.82M +$7.82M +129,585 New
Raymond James Financial
45
Raymond James Financial
Florida
$7.62M +$7.62M +126,342 New
SEIA
46
Signature Estate & Investment Advisors
California
$6.97M -$190K -3,149 -3%
MML Investors Services
47
MML Investors Services
Massachusetts
$6.27M -$1.04M -17,280 -14%
FAM
48
Forte Asset Management
New York
$6.05M -$871K -14,425 -13%
NRW
49
Nova R Wealth
Kansas
$6.04M +$15.6K +259 +0.3%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$5.86M +$1.18M +19,477 +25%
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