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iShares US Equity Factor ETF

115 hedge funds and large institutions have $803M invested in iShares US Equity Factor ETF in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
Holders Change %
0%
% of All Funds
2.49%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
13
Increased
51
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CC
76
Callan Capital
California
$443K +$443K +14,282 New
RF
77
RHS Financial
California
$407K -$372K -11,990 -48%
CFGS
78
Concourse Financial Group Securities
Alabama
$331K -$3.96M -127,564 -92%
FAAS
79
First Allied Advisory Services
California
$318K +$23.9K +768 +8%
VWA
80
V Wealth Advisors
Kansas
$316K
LWAC
81
Laurel Wealth Advisors (California)
California
$310K
BF
82
BOK Financial
Oklahoma
$295K
Fiera Capital (Canada)
83
Fiera Capital (Canada)
Quebec, Canada
$283K
Citigroup
84
Citigroup
New York
$271K +$7.61K +245 +3%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$257K -$10.2M -238,510 -98%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$247K -$54.2K -1,744 -18%
BTS
87
BB&T Securities
Virginia
$244K -$9.46K -306 -4%
Brown Advisory
88
Brown Advisory
Maryland
$237K
HighTower Advisors
89
HighTower Advisors
Illinois
$223K -$37.6K -1,204 -14%
Mariner
90
Mariner
Kansas
$214K +$214K +6,888 New
LDFR
91
Lehman & Derafelo Financial Resources
Pennsylvania
$186K
MSA
92
Marino Stram & Associates
Massachusetts
$180K +$9.71K +312 +6%
CIR
93
Clear Investment Research
Georgia
$164K -$14.2K -459 -8%
IWA
94
Intercontinental Wealth Advisors
Texas
$155K
AF
95
Advisornet Financial
Minnesota
$130K +$2.14K +69 +2%
QCIG
96
Quad-Cities Investment Group
Iowa
$113K +$810 +26 +0.7%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$99K +$67.3K +2,167 +212%
SFSIG
98
San Francisco Sentry Investment Group
California
$91K -$1.22K -39 -1%
NFG
99
Next Financial Group
Texas
$78K -$76.9K -2,464 -50%
NFH
100
NEXT Financial Holdings
Texas
$78K +$78K +2,500 New