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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

104 hedge funds and large institutions have $814M invested in iShares US Equity Factor ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+19
Holders Change %
+22.35%
% of All Funds
2.38%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
28
Increased
45
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BDF
Balasa Dinverno & Foltz
+$73.3M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$28.5M
3
Wells Fargo
Wells Fargo
California
+$13.8M
4
LWS
Lucia Wealth Services
California
+$13.1M
5
Bank of America
Bank of America
North Carolina
+$12.5M

Top Sellers

1
Citigroup
Citigroup
New York
-$55.3M
2
SLF
Sun Life Financial
Ontario, Canada
-$48M
3
BlackRock
BlackRock
New York
-$22.2M
4
CWM
Cornerstone Wealth Management
Missouri
-$6.16M
5
Morgan Stanley
Morgan Stanley
New York
-$5.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$213K +$213K +6,341 New
DP
77
Denver PWM
Colorado
$206K +$206K +6,579 New
LFR
78
Lehman Financial Resources
Pennsylvania
$201K +$201K +6,000 New
SFSG
79
Stearns Financial Services Group
North Carolina
$167K -$128K -3,821 -43%
CIR
80
Clear Investment Research
Georgia
$161K +$161K +4,778 New
Citigroup
81
Citigroup
New York
$158K -$55.3M -1,642,755 -100%
QCIG
82
Quad-Cities Investment Group
Iowa
$157K +$38.1K +1,146 +32%
NFG
83
Next Financial Group
Texas
$145K +$145K +4,300 New
AF
84
Advisornet Financial
Minnesota
$137K +$571 +17 +0.4%
GWM
85
Geneos Wealth Management
Colorado
$134K +$59K +1,756 +79%
ASN
86
Advisory Services Network
Georgia
$126K +$33K +977 +35%
MSA
87
Marino Stram & Associates
Massachusetts
$118K +$87.1K +2,591 +282%
SFSIG
88
San Francisco Sentry Investment Group
California
$78K +$40.3K +1,200 +107%
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$75K +$75K +2,244 New
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$63K +$67 +2 +0.1%
SWP
91
Strategic Wealth Partners
Ohio
$60K – – –
PCA
92
Providence Capital Advisors
North Carolina
$46K +$46K +1,369 New
KTC
93
Kistler-Tiffany Companies
Pennsylvania
$33K +$33K +980 New
CFD
94
Creative Financial Designs
Indiana
$32K -$983K -29,539 -97%
BAM
95
Barrett Asset Management
New York
$30K +$30K +900 New
Fidelity Investments
96
Fidelity Investments
Massachusetts
$25K +$25K +741 New
APA
97
American Portfolios Advisors
New York
$20.3K – – –
FHA
98
Flagship Harbor Advisors
Massachusetts
$20K +$20K +600 New
BBA
99
Braun-Bostich & Associates
Pennsylvania
$15K – – –
NR
100
Newfound Research
Massachusetts
$9K +$33 +1 +0.4%
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