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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

173 hedge funds and large institutions have $1.54B invested in iShares US Equity Factor ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 5 closing their positions.

Holders
173
Holders Change
+20
Holders Change %
+13.07%
% of All Funds
2.51%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
27
Increased
61
Reduced
60
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Conrad Siegel Investment Advisors
Pennsylvania
$23.3M
2
EL
2
EWA LLC
Pennsylvania
$21.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17M
4
HHGA
4
Halbert Hargrove Global Advisors
California
$34.9M
5
TWM
5
Tolleson Wealth Management
Texas
$111M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.2M
2
SFO
2
Stokes Family Office
Louisiana
$41.4M
3
PFA
3
Pettinga Financial Advisors
Indiana
$23.4M
4
CW
4
CreativeOne Wealth
Kansas
$2.55M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.97M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$3.99M 74,086 +2,314 +3%
Ameriprise
52
Ameriprise
Minnesota
$3.79M 70,838 +32,465 +85%
KWM
53
Kingsview Wealth Management
Oregon
$3.67M 68,292 -25,200 -27%
WANY
54
Wealthspire Advisors (New York)
New York
$3.61M 67,046 -2,103 -3%
JWA
55
JFS Wealth Advisors
Pennsylvania
$3.3M 61,286 +25,361 +71%
MSWMA
56
Market Street Wealth Management Advisors
Indiana
$3.21M 59,715 -14,122 -19%
RW
57
RVW Wealth
California
$2.71M 50,343 -648 -1%
GC
58
Grimes & Company
Massachusetts
$2.68M 49,865 -1,001 -2%
AF
59
Allworth Financial
California
$2.66M 49,523 +153 +0.3%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$2.56M 47,493 +4,635 +11%
CW
61
CreativeOne Wealth
Kansas
$2.55M 47,297 -304,654 -87%
DAS
62
Diversify Advisory Services
Utah
$2.52M 46,878 +46,878 New
UBS Group
63
UBS Group
Switzerland
$2.45M 45,557 +3,054 +7%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$2.01M 37,347 +1,783 +5%
Cerity Partners
65
Cerity Partners
New York
$1.98M 36,771 -83,304 -69%
PWA
66
Physician Wealth Advisors
Utah
$1.9M 36,878 +1,035 +3%
PIFP
67
Partners in Financial Planning
Virginia
$1.68M 31,219 +79 +0.3%
GA
68
GSG Advisors
New Jersey
$1.57M 29,333 +32 +0.1%
MA
69
MONECO Advisors
Connecticut
$1.46M 27,186 +8,993 +49%
SSWM
70
Smith Salley Wealth Management
North Carolina
$1.39M 25,814 -1,015 -4%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$1.3M 24,096 +24,096 New
FFA
72
First Foundation Advisors
California
$1.29M 24,010 -119 -0.5%
PCM
73
Parsons Capital Management
Rhode Island
$1.24M 23,124 -2,649 -10%
Renaissance Technologies
74
Renaissance Technologies
New York
$1.11M 20,600 -3,700 -15%
Creative Planning
75
Creative Planning
Kansas
$1.07M 19,964 +208 +1%
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