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iShares US Equity Factor ETF

141 hedge funds and large institutions have $846M invested in iShares US Equity Factor ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
Holders Change %
0%
% of All Funds
2.38%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.25%
New
15
Increased
40
Reduced
62
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PIFP
51
Partners in Financial Planning
Virginia
$1.33M -$5.44K -132 -0.4%
IWC
52
Integrated Wealth Concepts
Massachusetts
$1.2M -$21K -554 -2%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1.2M +$5.46K +144 +0.5%
SSWM
54
Smith Salley Wealth Management
North Carolina
$1.02M -$45K -1,188 -4%
KAS
55
Kestra Advisory Services
Texas
$987K -$23.5K -619 -2%
MWM
56
Merriman Wealth Management
Washington
$910K +$359K +9,482 +65%
Goldman Sachs
57
Goldman Sachs
New York
$856K +$87K +2,295 +11%
KFGK
58
Keystone Financial Group (Kentucky)
Kentucky
$854K -$18.8K -496 -2%
RF
59
RHS Financial
California
$827K +$281K +7,409 +51%
MFG
60
Merit Financial Group
Georgia
$824K +$824K +21,752 New
PCM
61
Parsons Capital Management
Rhode Island
$789K +$148K +3,896 +23%
5L
62
55I LLC
Massachusetts
$769K +$769K +20,290 New
Stifel Financial
63
Stifel Financial
Missouri
$723K -$21.9K -577 -3%
WFA
64
Wipfli Financial Advisors
Wisconsin
$683K -$38.9K -1,027 -5%
PA
65
Parallel Advisors
California
$683K -$70.7K -1,864 -9%
AF
66
Allworth Financial
California
$666K -$336K -8,873 -34%
RJA
67
Raymond James & Associates
Florida
$571K -$22.3K -588 -4%
MCC
68
Money Concepts Capital
Florida
$537K -$20.4K -533 -4%
TP
69
Tranquility Partners
Tennessee
$520K
PS
70
Planned Solutions
California
$517K +$34.9K +922 +7%
TPWM
71
Twelve Points Wealth Management
Massachusetts
$510K -$3.38K -89 -0.7%
MCA
72
Magnolia Capital Advisors
Mississippi
$509K +$44.6K +1,176 +10%
PAG
73
Private Advisor Group
New Jersey
$507K -$14.2K -375 -3%
AWS
74
Atria Wealth Solutions
New York
$475K +$475K +12,535 New
SCA
75
Snowden Capital Advisors
New York
$467K -$23.3K -616 -5%