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iShares US Equity Factor ETF

115 hedge funds and large institutions have $682M invested in iShares US Equity Factor ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
2.04%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
14
Increased
35
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
51
Parallel Advisors
California
$1.11M -$311K -8,265 -22%
SSWM
52
Smith Salley Wealth Management
North Carolina
$1.1M +$1.1M +29,167 New
MCC
53
Money Concepts Capital
Florida
$1.01M +$1.01M +26,854 New
IWC
54
Integrated Wealth Concepts
Massachusetts
$968K -$63.5K -1,687 -6%
KFGK
55
Keystone Financial Group (Kentucky)
Kentucky
$937K -$467K -12,410 -33%
Prudential Financial
56
Prudential Financial
New Jersey
$886K +$176K +4,661 +25%
Citadel Advisors
57
Citadel Advisors
Florida
$856K -$825K -21,907 -49%
PAG
58
Private Advisor Group
New Jersey
$848K -$51.2K -1,360 -6%
EH
59
Equitable Holdings
New York
$821K -$326K -8,653 -28%
IWM
60
IHT Wealth Management
Illinois
$749K -$714K -18,948 -49%
SAM
61
Silvercrest Asset Management
New York
$645K +$645K +17,119 New
CTA
62
Colonial Trust Advisors
South Carolina
$640K +$78.3K +2,079 +14%
AF
63
Allworth Financial
California
$632K +$632K +16,775 New
RPGK
64
Retirement Planning Group (Kansas)
Kansas
$597K +$50.9K +1,351 +9%
TP
65
Tranquility Partners
Tennessee
$523K -$26.5K -704 -5%
LA
66
LexAurum Advisors
Kansas
$489K -$46.7K -1,241 -9%
SCA
67
Snowden Capital Advisors
New York
$471K +$21K +557 +5%
BA
68
Bellwether Advisors
Nebraska
$465K +$465K +12,359 New
Fiera Capital (Canada)
69
Fiera Capital (Canada)
Quebec, Canada
$420K
MCA
70
Magnolia Capital Advisors
Mississippi
$418K +$62.2K +1,653 +17%
AAS
71
Avantax Advisory Services
Texas
$394K -$587K -15,588 -60%
KAS
72
Kestra Advisory Services
Texas
$392K +$392K +10,482 New
CA
73
Cetera Advisors
Colorado
$374K -$29.7K -788 -7%
PS
74
Planned Solutions
California
$351K -$3.31K -88 -0.9%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$333K