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iShares US Equity Factor ETF

115 hedge funds and large institutions have $803M invested in iShares US Equity Factor ETF in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
Holders Change %
0%
% of All Funds
2.49%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
13
Increased
51
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWCS
51
Beirne Wealth Consulting Services
Connecticut
$1.39M +$484K +15,598 +53%
PVH
52
Psagot Value Holdings
Israel
$1.32M
SXL
53
Summit X LLC
Missouri
$1.31M +$846K +27,269 +184%
IWM
54
IHT Wealth Management
Illinois
$1.3M -$586K -18,893 -31%
QA
55
Quantitative Advantage
Minnesota
$1.26M -$62.3K -2,008 -5%
TRCT
56
Tower Research Capital (TRC)
New York
$1.03M +$1.03M +33,316 New
MML Investors Services
57
MML Investors Services
Massachusetts
$964K +$302K +9,738 +46%
LFG
58
LifePlan Financial Group
Ohio
$926K -$2.07M -66,550 -69%
WDL
59
Well Done LLC
Michigan
$871K
BA
60
Boston Advisors
Massachusetts
$802K -$54K -1,740 -6%
WWM
61
Windsor Wealth Management
Indiana
$725K -$17.9K -578 -2%
MFW
62
Mosaic Family Wealth
Missouri
$683K -$172K -5,529 -20%
SG
63
StoneX Group
New York
$677K +$305K +9,833 +82%
HFS
64
HL Financial Services
Kentucky
$669K +$88.3K +2,847 +15%
GLA
65
Good Life Advisors
Pennsylvania
$635K +$351K +11,306 +124%
William Blair & Company
66
William Blair & Company
Illinois
$610K +$610K +19,669 New
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$566K -$19.1K -616 -3%
HFA
68
Huber Financial Advisors
Illinois
$553K +$7.1K +229 +1%
GIM
69
Goelzer Investment Management
Indiana
$517K +$517K +16,664 New
AI
70
Atria Investments
North Carolina
$510K
UCFA
71
United Capital Financial Advisors
Texas
$508K +$508K +16,358 New
GWM
72
Geneos Wealth Management
Colorado
$482K +$134K +4,314 +38%
CCT
73
Country Club Trust
Missouri
$461K -$726K -23,440 -61%
SCA
74
Snowden Capital Advisors
New York
$455K +$7.26K +234 +2%
CBFP
75
Cedar Brook Financial Partners
Ohio
$446K +$121K +3,912 +37%