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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

71 hedge funds and large institutions have $593M invested in iShares US Equity Factor ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
14
Increased
38
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$218M
2
Bank of America
2
Bank of America
North Carolina
$166M
3
Wells Fargo
3
Wells Fargo
California
$13.4M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$6.33M
5
PAMG
5
Patton Albertson Miller Group
Tennessee
$5.35M

Top Sellers

1
SLF
1
Sun Life Financial
Ontario, Canada
$1.71M
2
SVCP
2
Silicon Valley Capital Partners
California
$0
3
SWM
3
SigFig Wealth Management
California
$0
4
BCA
4
Berman Capital Advisors
Georgia
$2.68M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
51
V Wealth Advisors
Kansas
$348K -$40.7K -1,312 -10%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$342K +$342K +10,843 New
PFM
53
Phillips Financial Management
Indiana
$339K +$339K +10,880 New
Brown Advisory
54
Brown Advisory
Maryland
$240K +$37.9K +1,204 +19%
BTS
55
BB&T Securities
Virginia
$238K – – –
LWAC
56
Laurel Wealth Advisors (California)
California
$207K +$207K +6,580 New
BA
57
Boston Advisors
Massachusetts
$201K +$201K +6,385 New
Citigroup
58
Citigroup
New York
$145K +$80.6K +2,567 +125%
AF
59
Advisornet Financial
Minnesota
$128K +$19.4K +615 +18%
GWM
60
Geneos Wealth Management
Colorado
$126K -$12.5K -400 -9%
IA
61
IFP Advisors
Florida
$89K – – –
ASN
62
Advisory Services Network
Georgia
$73K +$39.9K +1,263 +121%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$64K +$94 +3 +0.1%
SWP
64
Strategic Wealth Partners
Ohio
$56K – – –
SFSIG
65
San Francisco Sentry Investment Group
California
$35K – – –
BBA
66
Braun-Bostich & Associates
Pennsylvania
$14K +$14K +445 New
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13K +$13K +410 New
RWG
68
Regal Wealth Group
California
$9K – – –
PA
69
Parallel Advisors
California
$6K +$134 +4 +2%
APA
70
American Portfolios Advisors
New York
$4.73K – – –
SWM
71
SeaCrest Wealth Management
New York
$2K – – –
SVCP
72
Silicon Valley Capital Partners
California
– -$2.91M -91,597 Closed
SWM
73
SigFig Wealth Management
California
– -$1.64M -51,679 Closed
SG Americas Securities
74
SG Americas Securities
New York
– -$1.12M -35,265 Closed
Jane Street
75
Jane Street
New York
– -$683K -21,494 Closed
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