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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

190 hedge funds and large institutions have $1.88B invested in iShares US Equity Factor ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 9 closing their positions.

Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
2.75%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
13
Increased
67
Reduced
66
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Affinity Wealth Management
Delaware
$30.4M
2
KIM
2
Kestra Investment Management
Texas
$22M
3
AFG
3
Atomi Financial Group
New York
$28.4M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$43M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$192M

Top Sellers

1
SFO
1
Stokes Family Office
Louisiana
$23.9M
2
RHP
2
Royal Harbor Partners
Texas
$0
3
SFS
3
Strategic Financial Services
New York
$247M
4
TWM
4
Tolleson Wealth Management
Texas
$115M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$5.37M -$102K -1,744 -2%
PA
52
Parallel Advisors
California
$5.27M +$683K +11,614 +15%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$5.19M -$198K -3,372 -4%
WFAG
54
Wescott Financial Advisory Group
Pennsylvania
$5.14M -$78K -1,327 -1%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$4.54M +$2.52M +43,068 +125%
AA
56
Addison Advisors
Vermont
$4.4M -$182K -3,100 -4%
Ameriprise
57
Ameriprise
Minnesota
$4.14M -$264K -4,502 -6%
KWM
58
Kingsview Wealth Management
Oregon
$4M -$3.27M -55,709 -45%
JWA
59
JFS Wealth Advisors
Pennsylvania
$3.6M +$45.8K +780 +1%
WANY
60
Wealthspire Advisors (New York)
New York
$3.52M -$125K -2,123 -3%
Cerity Partners
61
Cerity Partners
New York
$3.03M +$868K +14,773 +40%
Goldman Sachs
62
Goldman Sachs
New York
$3M +$3M +51,078 New
AF
63
Allworth Financial
California
$2.91M +$10.2K +173 +0.4%
DAS
64
Diversify Advisory Services
Utah
$2.83M +$199K +3,328 +8%
RW
65
RVW Wealth
California
$2.82M -$588 -10 -0%
GC
66
Grimes & Company
Massachusetts
$2.8M -$98.2K -1,671 -3%
MSWMA
67
Market Street Wealth Management Advisors
Indiana
$2.67M -$245K -4,164 -8%
UBS Group
68
UBS Group
Switzerland
$2.6M +$270K +4,593 +12%
KCM
69
KM Capital Management
Texas
$2.56M +$2.18M +37,094 +580%
HGA
70
Hobbs Group Advisors
South Carolina
$2.52M – – –
PWA
71
Physician Wealth Advisors
Utah
$2.33M +$6.27K +105 +0.3%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$2.04M -$94.7K -1,611 -4%
AQR Capital Management
73
AQR Capital Management
Connecticut
$1.97M +$1.11M +18,805 +128%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$1.83M +$767K +13,046 +72%
GA
75
GSG Advisors
New Jersey
$1.71M +$2.21K +38 +0.1%
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