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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

122 hedge funds and large institutions have $798M invested in iShares US Equity Factor ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
2.13%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
14
Increased
49
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFM
1
Phillips Financial Management
Indiana
$43.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.3M
3
PL
3
Plancorp LLC
Missouri
$30M
4
CBFP
4
Cedar Brook Financial Partners
Ohio
$3.32M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.77M

Top Sellers

1
WANY
1
Wealthspire Advisors (New York)
New York
$0
2
KWM
2
Keebeck Wealth Management
Illinois
$13.5M
3
AF
3
Allworth Financial
California
$5.04M
4
BWCS
4
Beirne Wealth Consulting Services
Connecticut
$16.7M
5
CG
5
Colony Group
Massachusetts
$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$1.75M +$403K +9,400 +30%
SG
52
StoneX Group
New York
$1.6M +$91K +2,124 +6%
PIFP
53
Partners in Financial Planning
Virginia
$1.5M +$1.5M +34,943 New
IWC
54
Integrated Wealth Concepts
Massachusetts
$1.39M -$30.6K -714 -2%
SSWM
55
Smith Salley Wealth Management
North Carolina
$1.25M – – –
PA
56
Parallel Advisors
California
$1.19M +$1.29K +30 +0.1%
KFGK
57
Keystone Financial Group (Kentucky)
Kentucky
$1.09M -$5.87K -137 -0.5%
PAG
58
Private Advisor Group
New Jersey
$1.05M +$230K +5,372 +28%
EH
59
Equitable Holdings
New York
$1.03M +$113K +2,641 +12%
CM
60
Columbus Macro
Pennsylvania
$884K +$884K +20,650 New
RF
61
RHS Financial
California
$736K +$495K +11,553 +205%
SAM
62
Silvercrest Asset Management
New York
$733K – – –
CTA
63
Colonial Trust Advisors
South Carolina
$634K +$429 +10 +0.1%
RPGK
64
Retirement Planning Group (Kansas)
Kansas
$620K -$50.2K -1,171 -7%
TP
65
Tranquility Partners
Tennessee
$594K – – –
JFGLC
66
Johnson Financial Group LLC (Colorado)
Colorado
$557K +$557K +13,000 New
PCM
67
Parsons Capital Management
Rhode Island
$549K +$69K +1,611 +14%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$546K +$546K +12,741 New
SCA
69
Snowden Capital Advisors
New York
$531K – – –
Prudential Financial
70
Prudential Financial
New Jersey
$529K -$11.3K -264 -2%
MCA
71
Magnolia Capital Advisors
Mississippi
$527K +$527K +12,301 New
PS
72
Planned Solutions
California
$514K +$57.6K +1,346 +13%
FTUS
73
Flow Traders U.S.
New York
$504K +$226K +5,286 +81%
Fiera Capital (Canada)
74
Fiera Capital (Canada)
Quebec, Canada
$478K – – –
IWM
75
IHT Wealth Management
Illinois
$433K -$27.1K -634 -6%
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3
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