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iShares US Equity Factor ETF
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Overview Fund Activity

147 hedge funds and large institutions have $1.14B invested in iShares US Equity Factor ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 13 closing their positions.

Holders
147
Holders Change
-2
Holders Change %
-1.34%
% of All Funds
2.32%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.28%
New
12
Increased
47
Reduced
61
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$24.8M
2
TWM
2
Tolleson Wealth Management
Texas
$71.3M
3
Cerity Partners
3
Cerity Partners
New York
$7.15M
4
PL
4
Plancorp LLC
Missouri
$58.5M
5
Citigroup
5
Citigroup
New York
$4.26M

Top Sellers

1
SFS
1
Strategic Financial Services
New York
$197M
2
AA
2
Addison Advisors
Vermont
$3.89M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
PFM
4
Phillips Financial Management
Indiana
$41M
5
Citadel Advisors
5
Citadel Advisors
Florida
$985K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$2.56M +$551K +12,358 +27%
GC
52
Grimes & Company
Massachusetts
$2.41M -$186K -4,183 -7%
UBS Group
53
UBS Group
Switzerland
$2.07M +$65.5K +1,469 +3%
AF
54
Allworth Financial
California
$1.85M +$41.4K +930 +2%
WWM
55
Windsor Wealth Management
Indiana
$1.84M -$241K -5,403 -12%
IWC
56
Integrated Wealth Concepts
Massachusetts
$1.81M +$31.6K +709 +2%
Jane Street
57
Jane Street
New York
$1.75M +$920K +20,649 +110%
PIFP
58
Partners in Financial Planning
Virginia
$1.44M -$6.51K -146 -0.5%
FFA
59
First Foundation Advisors
California
$1.41M -$345K -7,753 -20%
SSWM
60
Smith Salley Wealth Management
North Carolina
$1.2M – – –
PCM
61
Parsons Capital Management
Rhode Island
$1.15M +$44.2K +992 +4%
Citadel Advisors
62
Citadel Advisors
Florida
$985K -$2.55M -57,118 -72%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$981K -$217K -4,862 -18%
Stifel Financial
64
Stifel Financial
Missouri
$941K +$1.83K +41 +0.2%
KFGK
65
Keystone Financial Group (Kentucky)
Kentucky
$898K +$898K +20,162 New
Creative Planning
66
Creative Planning
Kansas
$880K -$178 -4 -0%
GAG
67
Goodman Advisory Group
Massachusetts
$851K -$1.94M -43,493 -69%
JPMPWA
68
J.P. Morgan Private Wealth Advisors
California
$815K – – –
MFG
69
Merit Financial Group
Georgia
$786K -$129K -2,895 -14%
KWM
70
Kaydan Wealth Management
Michigan
$783K -$2.23K -50 -0.3%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$739K -$315K -7,070 -30%
CAN
72
Cetera Advisor Networks
California
$726K -$36K -808 -5%
PA
73
Parallel Advisors
California
$712K -$8.33K -187 -1%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$696K -$166K -3,724 -19%
PS
75
Planned Solutions
California
$633K +$17.9K +401 +3%
1 2
3
4 5