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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

120 hedge funds and large institutions have $915M invested in iShares US Equity Factor ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-2
Holders Change %
-1.64%
% of All Funds
2.11%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
11
Increased
43
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SigFig Wealth Management
California
$80.2M
2
Wells Fargo
2
Wells Fargo
California
$60.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.8M
4
PFM
4
Phillips Financial Management
Indiana
$54.8M
5
PL
5
Plancorp LLC
Missouri
$34.6M

Top Sellers

1
KWM
1
Keebeck Wealth Management
Illinois
$0
2
Bank of America
2
Bank of America
North Carolina
$59.4M
3
SFS
3
Strategic Financial Services
New York
$187M
4
CCA
4
Clearwater Capital Advisors
Illinois
$43M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
51
StoneX Group
New York
$1.65M +$69.9K +1,659 +4%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$1.56M -$1.44M -34,204 -48%
PIFP
53
Partners in Financial Planning
Virginia
$1.45M -$25.4K -603 -2%
IWC
54
Integrated Wealth Concepts
Massachusetts
$1.36M -$14.8K -351 -1%
SSWM
55
Smith Salley Wealth Management
North Carolina
$1.23M – – –
KAS
56
Kestra Advisory Services
Texas
$1.14M +$862K +20,446 +313%
Citadel Advisors
57
Citadel Advisors
Florida
$1.11M -$605K -14,365 -35%
KFGK
58
Keystone Financial Group (Kentucky)
Kentucky
$1.09M +$15.9K +377 +1%
PAG
59
Private Advisor Group
New Jersey
$1.06M +$25.5K +605 +2%
EH
60
Equitable Holdings
New York
$1.04M +$21.1K +500 +2%
PA
61
Parallel Advisors
California
$874K -$299K -7,100 -25%
Stifel Financial
62
Stifel Financial
Missouri
$861K +$861K +20,428 New
RJA
63
Raymond James & Associates
Florida
$803K -$1.55M -36,829 -66%
RF
64
RHS Financial
California
$749K +$24.7K +587 +3%
SAM
65
Silvercrest Asset Management
New York
$721K – – –
FTUS
66
Flow Traders U.S.
New York
$710K +$214K +5,069 +43%
Jane Street
67
Jane Street
New York
$691K +$691K +16,392 New
PCM
68
Parsons Capital Management
Rhode Island
$630K +$90K +2,136 +17%
CTA
69
Colonial Trust Advisors
South Carolina
$627K +$3.71K +88 +0.6%
RPGK
70
Retirement Planning Group (Kansas)
Kansas
$585K -$24.6K -584 -4%
TP
71
Tranquility Partners
Tennessee
$584K – – –
JFGLC
72
Johnson Financial Group LLC (Colorado)
Colorado
$547K – – –
Prudential Financial
73
Prudential Financial
New Jersey
$527K -$13.1K -299 -2%
SCA
74
Snowden Capital Advisors
New York
$522K +$42 +1 +0%
MCA
75
Magnolia Capital Advisors
Mississippi
$522K +$3.79K +90 +0.7%
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3
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