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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

187 hedge funds and large institutions have $1.74B invested in iShares US Equity Factor ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 67 reducing their positions, and 9 closing their positions.

Holders
187
Holders Change
+14
Holders Change %
+8.09%
% of All Funds
2.72%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
25
Increased
57
Reduced
67
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$179M
2
AFG
2
Atomi Financial Group
New York
$17.6M
3
SEIA
3
Signature Estate & Investment Advisors
California
$6.64M
4
AG
4
AlTi Global
New York
$5.93M
5
Wells Fargo
5
Wells Fargo
California
$103M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$34.1M
2
SFO
2
Stokes Family Office
Louisiana
$31.6M
3
CBFP
3
Cedar Brook Financial Partners
Ohio
$0
4
PFM
4
Phillips Financial Management
Indiana
$29.8M
5
CW
5
CreativeOne Wealth
Kansas
$694K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$5.19M +$43.4K +780 +0.8%
FFA
52
Farther Finance Advisors
California
$5.14M -$86.3K -1,547 -2%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$5.1M -$74K -1,329 -1%
WFAG
54
Wescott Financial Advisory Group
Pennsylvania
$4.94M -$224K -4,023 -4%
PA
55
Parallel Advisors
California
$4.35M +$3.53M +63,349 +431%
AA
56
Addison Advisors
Vermont
$4.34M -$135K -2,430 -3%
Ameriprise
57
Ameriprise
Minnesota
$4.17M +$230K +4,127 +6%
WANY
58
Wealthspire Advisors (New York)
New York
$3.45M -$284K -5,097 -8%
JWA
59
JFS Wealth Advisors
Pennsylvania
$3.37M -$47.3K -849 -1%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$3.26M +$611K +10,964 +23%
AF
61
Allworth Financial
California
$2.77M -$13.7K -244 -0.5%
MSWMA
62
Market Street Wealth Management Advisors
Indiana
$2.76M -$562K -10,100 -17%
GC
63
Grimes & Company
Massachusetts
$2.74M -$33.7K -606 -1%
RW
64
RVW Wealth
California
$2.67M -$134K -2,402 -5%
DAS
65
Diversify Advisory Services
Utah
$2.48M -$169K -2,990 -6%
HGA
66
Hobbs Group Advisors
South Carolina
$2.39M +$2.39M +42,877 New
PWA
67
Physician Wealth Advisors
Utah
$2.25M +$119K +2,052 +6%
UBS Group
68
UBS Group
Switzerland
$2.21M -$325K -5,830 -13%
Cerity Partners
69
Cerity Partners
New York
$2.05M +$4.96K +89 +0.2%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$2.02M -$58.9K -1,057 -3%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$1.92M +$1.92M +34,474 New
GA
72
GSG Advisors
New Jersey
$1.64M +$1.51K +27 +0.1%
MA
73
MONECO Advisors
Connecticut
$1.55M +$33.9K +608 +2%
SSWM
74
Smith Salley Wealth Management
North Carolina
$1.44M – – –
FFA
75
First Foundation Advisors
California
$1.32M -$15.6K -280 -1%
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3
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