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iShares US Equity Factor ETF

114 hedge funds and large institutions have $706M invested in iShares US Equity Factor ETF in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
2.25%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
15
Increased
35
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$1.25M +$1.25M +36,199 New
WDL
52
Well Done LLC
Michigan
$968K
TP
53
Tranquility Partners
Tennessee
$951K +$690 +20 +0.1%
PAMG
54
Patton Albertson Miller Group
Tennessee
$924K -$264K -7,667 -22%
FAAM
55
First Ascent Asset Management
Colorado
$897K +$897K +26,023 New
EH
56
Equitable Holdings
New York
$894K +$894K +25,930 New
SG
57
StoneX Group
New York
$855K +$19.1K +553 +2%
GWM
58
Geneos Wealth Management
Colorado
$829K +$14.3K +416 +2%
GLA
59
Good Life Advisors
Pennsylvania
$650K -$7.51K -217 -1%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$644K +$8.55K +248 +1%
AG
61
Advisor Group
Arizona
$594K -$28.7K -832 -5%
CTA
62
Colonial Trust Advisors
South Carolina
$555K +$284K +8,239 +105%
AI
63
Atria Investments
North Carolina
$527K -$12.5K -364 -2%
UCFA
64
United Capital Financial Advisors
Texas
$524K -$9.18K -266 -2%
KCM
65
Kathmere Capital Management
Pennsylvania
$523K +$523K +15,156 New
William Blair & Company
66
William Blair & Company
Illinois
$518K
SXL
67
Summit X LLC
Missouri
$485K -$388K -11,271 -44%
RJT
68
Raymond James Trust
Florida
$469K
SCA
69
Snowden Capital Advisors
New York
$440K -$76.5K -2,220 -15%
CBFP
70
Cedar Brook Financial Partners
Ohio
$433K -$20.7K -602 -5%
HFA
71
Huber Financial Advisors
Illinois
$407K -$124K -3,602 -23%
AWM
72
Alterna Wealth Management
Texas
$390K -$17.5K -507 -4%
Fiera Capital (Canada)
73
Fiera Capital (Canada)
Quebec, Canada
$384K
CCT
74
Country Club Trust
Missouri
$333K
BF
75
BOK Financial
Oklahoma
$329K