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iShares US Equity Factor ETF

114 hedge funds and large institutions have $706M invested in iShares US Equity Factor ETF in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
2.25%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
15
Increased
35
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$317K +$20.7K +600 +7%
EA
77
Emerald Advisors
Washington
$312K +$312K +9,028 New
Citigroup
78
Citigroup
New York
$309K -$49.3K -1,432 -14%
SFC
79
SYM Financial Corp
Indiana
$305K +$305K +8,832 New
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$297K +$297K +8,607 New
VWA
81
V Wealth Advisors
Kansas
$296K
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$267K +$33K +957 +14%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$257K
RF
84
RHS Financial
California
$232K -$34.4K -998 -13%
CAL
85
Capital Advisors Ltd
Ohio
$228K +$185K +5,335 +425%
MFW
86
Mosaic Family Wealth
Missouri
$223K -$15.8K -459 -7%
MCA
87
Magnolia Capital Advisors
Mississippi
$217K +$217K +6,310 New
LDFR
88
Lehman & Derafelo Financial Resources
Pennsylvania
$207K
AF
89
Advisornet Financial
Minnesota
$186K +$20.5K +596 +12%
IWA
90
Intercontinental Wealth Advisors
Texas
$176K
CFGS
91
Concourse Financial Group Securities
Alabama
$147K +$110K +3,184 +294%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$138K
SFSIG
93
San Francisco Sentry Investment Group
California
$102K +$693 +20 +0.7%
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$94K +$16.5K +478 +21%
ASN
95
Advisory Services Network
Georgia
$74K +$74K +2,160 New
Deutsche Bank
96
Deutsche Bank
Germany
$60K +$55.1K +1,604 +1,122%
IWP
97
IAG Wealth Partners
Wisconsin
$59K +$59K +1,693 New
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$58K +$34.8K +1,014 +150%
NFG
99
Next Financial Group
Texas
$54K
IA
100
IFP Advisors
Florida
$51K +$11.9K +342 +30%