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iShares US Equity Factor ETF

115 hedge funds and large institutions have $684M invested in iShares US Equity Factor ETF in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
27
Increased
45
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
51
Alterna Wealth Management
Texas
$1.5M +$1.5M +53,754 New
WI
52
Wintrust Investments
Illinois
$1.28M +$155K +5,564 +14%
PAMG
53
Patton Albertson Miller Group
Tennessee
$1.23M -$1.31M -43,397 -52%
QA
54
Quantitative Advantage
Minnesota
$1.19M +$1.19M +42,654 New
PVH
55
Psagot Value Holdings
Israel
$1.19M
CCT
56
Country Club Trust
Missouri
$1.07M -$652K -23,410 -38%
RCG
57
Ruggie Capital Group
Florida
$891K +$891K +31,999 New
BWCS
58
Beirne Wealth Consulting Services
Connecticut
$825K +$825K +29,321 New
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$797K -$752K -27,018 -49%
WDL
60
Well Done LLC
Michigan
$782K +$782K +28,068 New
CC
61
Claybrook Capital
Massachusetts
$782K +$782K +28,068 New
BA
62
Boston Advisors
Massachusetts
$768K +$515K +18,483 +203%
MFW
63
Mosaic Family Wealth
Missouri
$767K -$31.2K -1,119 -4%
RF
64
RHS Financial
California
$699K +$699K +25,106 New
WWM
65
Windsor Wealth Management
Indiana
$667K +$667K +23,939 New
Bank of New York Mellon
66
Bank of New York Mellon
New York
$601K +$601K +21,589 New
MML Investors Services
67
MML Investors Services
Massachusetts
$594K +$171K +6,127 +40%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$525K -$1.51M -54,114 -74%
HFS
69
HL Financial Services
Kentucky
$522K +$66.5K +2,386 +15%
HFA
70
Huber Financial Advisors
Illinois
$491K +$2.15K +77 +0.4%
AI
71
Atria Investments
North Carolina
$458K -$4.1K -147 -0.9%
CCA
72
Clearwater Capital Advisors
Illinois
$429K +$429K +15,381 New
SXL
73
Summit X LLC
Missouri
$413K +$96.6K +3,471 +31%
SCA
74
Snowden Capital Advisors
New York
$402K +$20.4K +733 +5%
SG
75
StoneX Group
New York
$338K +$423 +15 +0.1%