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iShares US Equity Factor ETF

148 hedge funds and large institutions have $819M invested in iShares US Equity Factor ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 10 closing their positions.

Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
2.56%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
17
Increased
50
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
5L
51
55I LLC
Massachusetts
$1.51M +$775K +21,393 +105%
PIFP
52
Partners in Financial Planning
Virginia
$1.3M +$6.36K +158 +0.5%
WFA
53
Wipfli Financial Advisors
Wisconsin
$1.25M +$595K +16,430 +91%
LA
54
LexAurum Advisors
Kansas
$1.14M +$926K +25,564 +429%
CC
55
Callan Capital
California
$1.1M -$1.31M -36,232 -54%
KAS
56
Kestra Advisory Services
Texas
$1.02M +$78.1K +2,157 +8%
AF
57
Allworth Financial
California
$1.02M +$380K +10,483 +60%
GAG
58
Goodman Advisory Group
Massachusetts
$1.01M -$1.17M -32,443 -54%
MG
59
Mather Group
Illinois
$989K +$989K +27,299 New
SSWM
60
Smith Salley Wealth Management
North Carolina
$972K
TRCT
61
Tower Research Capital (TRC)
New York
$915K +$902K +24,905 +7,075%
AWM
62
Adams Wealth Management
Utah
$905K +$905K +24,990 New
MFG
63
Merit Financial Group
Georgia
$788K
KFGK
64
Keystone Financial Group (Kentucky)
Kentucky
$784K -$31.8K -877 -4%
RF
65
RHS Financial
California
$783K -$7.5K -207 -0.9%
DI
66
DFPG Investments
Utah
$777K +$777K +20,518 New
KWM
67
Kingsview Wealth Management
Oregon
$753K +$753K +20,791 New
AHC
68
Anderson Hoagland & Co
Missouri
$752K +$752K +20,759 New
PCM
69
Parsons Capital Management
Rhode Island
$741K -$13.1K -361 -2%
Stifel Financial
70
Stifel Financial
Missouri
$675K -$16.1K -445 -2%
Citigroup
71
Citigroup
New York
$633K +$431K +11,900 +213%
PA
72
Parallel Advisors
California
$612K -$40K -1,106 -6%
CAN
73
Cetera Advisor Networks
California
$542K +$155K +4,287 +40%
RJA
74
Raymond James & Associates
Florida
$517K -$28.5K -787 -5%
PS
75
Planned Solutions
California
$496K +$1.85K +51 +0.4%