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iShares US Equity Factor ETF

115 hedge funds and large institutions have $649M invested in iShares US Equity Factor ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-6
Holders Change %
-4.96%
% of All Funds
2.53%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.15%
New
8
Increased
38
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
51
IHT Wealth Management
Illinois
$1.42M -$28.4K -890 -2%
Citadel Advisors
52
Citadel Advisors
Florida
$1.36M +$445K +13,929 +49%
QA
53
Quantitative Advantage
Minnesota
$1.29M +$61.4K +1,924 +5%
TRCT
54
Tower Research Capital (TRC)
New York
$1.1M -$587K -18,393 -35%
PAMG
55
Patton Albertson Miller Group
Tennessee
$1.1M -$273K -8,542 -20%
BA
56
Boston Advisors
Massachusetts
$1.07M -$192K -6,017 -15%
WWM
57
Windsor Wealth Management
Indiana
$914K +$109K +3,516 +14%
WDL
58
Well Done LLC
Michigan
$896K
TP
59
Tranquility Partners
Tennessee
$880K -$317K -9,943 -27%
SXL
60
Summit X LLC
Missouri
$806K -$126K -3,951 -13%
SG
61
StoneX Group
New York
$774K +$49.6K +1,553 +7%
GWM
62
Geneos Wealth Management
Colorado
$751K +$43.4K +1,365 +6%
GLA
63
Good Life Advisors
Pennsylvania
$609K -$18.3K -572 -3%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$588K -$22.5K -704 -4%
AG
65
Advisor Group
Arizona
$577K -$2.75M -86,010 -83%
AI
66
Atria Investments
North Carolina
$500K +$11.6K +364 +2%
UCFA
67
United Capital Financial Advisors
Texas
$493K -$80.8K -2,533 -14%
HFA
68
Huber Financial Advisors
Illinois
$492K -$57K -1,784 -10%
William Blair & Company
69
William Blair & Company
Illinois
$480K -$148K -4,645 -24%
SCA
70
Snowden Capital Advisors
New York
$478K
RJT
71
Raymond James Trust
Florida
$434K
CBFP
72
Cedar Brook Financial Partners
Ohio
$420K
AWM
73
Alterna Wealth Management
Texas
$377K -$1.82M -57,175 -83%
Fiera Capital (Canada)
74
Fiera Capital (Canada)
Quebec, Canada
$356K
Citigroup
75
Citigroup
New York
$332K +$68.3K +2,140 +26%