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iShares US Equity Factor ETF

149 hedge funds and large institutions have $1.06B invested in iShares US Equity Factor ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 15 closing their positions.

Holders
149
Holders Change
-9
Holders Change %
-5.7%
% of All Funds
2.39%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
11
Increased
48
Reduced
61
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GC
51
Grimes & Company
Massachusetts
$2.41M -$6.34K -153 -0.3%
WWM
52
Windsor Wealth Management
Indiana
$1.93M -$153K -3,712 -7%
Goldman Sachs
53
Goldman Sachs
New York
$1.87M -$102K -2,451 -5%
UBS Group
54
UBS Group
Switzerland
$1.86M +$85.3K +2,059 +5%
AF
55
Allworth Financial
California
$1.68M +$22.3K +539 +1%
IWC
56
Integrated Wealth Concepts
Massachusetts
$1.65M +$88.2K +2,130 +6%
FFA
57
First Foundation Advisors
California
$1.63M -$97.2K -2,346 -6%
PIFP
58
Partners in Financial Planning
Virginia
$1.34M +$5.06K +122 +0.4%
MG
59
Mather Group
Illinois
$1.23M -$17.2K -416 -1%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$1.11M -$68.9K -1,661 -6%
SSWM
61
Smith Salley Wealth Management
North Carolina
$1.11M
PCM
62
Parsons Capital Management
Rhode Island
$1.03M +$137K +3,305 +15%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$980K -$18.6M -448,531 -95%
MCC
64
Money Concepts Capital
Florida
$976K +$468K +11,514 +92%
Stifel Financial
65
Stifel Financial
Missouri
$873K +$97.6K +2,354 +13%
MFG
66
Merit Financial Group
Georgia
$851K
Creative Planning
67
Creative Planning
Kansas
$819K +$29.2K +705 +4%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$802K -$957K -23,101 -54%
Jane Street
69
Jane Street
New York
$775K -$750K -18,108 -49%
JPMPWA
70
J.P. Morgan Private Wealth Advisors
California
$758K +$12.4K +300 +2%
Citigroup
71
Citigroup
New York
$735K -$8.29K -200 -1%
KWM
72
Kaydan Wealth Management
Michigan
$731K -$1.11M -26,711 -60%
CAN
73
Cetera Advisor Networks
California
$709K -$83.1K -2,005 -10%
TRCT
74
Tower Research Capital (TRC)
New York
$687K +$552K +13,316 +409%
PA
75
Parallel Advisors
California
$670K -$18.8K -453 -3%