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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

110 hedge funds and large institutions have $533M invested in iShares US Equity Factor ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
2.43%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
14
Increased
26
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Strategic Financial Services
New York
$74.2M
2
PPW
2
Pasadena Private Wealth
California
$8.86M
3
RW
3
RVW Wealth
California
$7.31M
4
SFSG
4
Stearns Financial Services Group
North Carolina
$7.17M
5
CG
5
Colony Group
Massachusetts
$28.8M

Top Sellers

1
BDF
1
Balasa Dinverno & Foltz
$35.3M
2
PAG
2
Private Advisor Group
New Jersey
$1.2M
3
Bank of America
3
Bank of America
North Carolina
$110M
4
UBS Group
4
UBS Group
Switzerland
$9.57M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$249K -$380K -14,528 -60%
HFA
77
Huber Financial Advisors
Illinois
$238K -$73.5K -2,784 -24%
SC
78
Savant Capital
Illinois
$238K +$238K +9,012 New
CBFP
79
Cedar Brook Financial Partners
Ohio
$207K -$125K -4,730 -38%
BF
80
BOK Financial
Oklahoma
$200K -$51.6K -1,955 -21%
CAL
81
Capital Advisors Ltd
Ohio
$160K -$20.6K -750 -11%
LDFR
82
Lehman & Derafelo Financial Resources
Pennsylvania
$159K – – –
William Blair & Company
83
William Blair & Company
Illinois
$146K -$251K -9,500 -63%
AF
84
Advisornet Financial
Minnesota
$143K – – –
CIR
85
Clear Investment Research
Georgia
$137K +$121K +4,578 +764%
CFGS
86
Concourse Financial Group Securities
Alabama
$113K – – –
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$102K – – –
PFGIA
88
Patriot Financial Group Insurance Agency
Massachusetts
$85K +$13K +492 +18%
MWM
89
MBE Wealth Management
Wisconsin
$79K +$79K +3,010 New
SFSIG
90
San Francisco Sentry Investment Group
California
$78K – – –
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$77K +$32.5K +1,231 +73%
ASN
92
Advisory Services Network
Georgia
$44K -$13.7K -513 -24%
HWA
93
HHM Wealth Advisors
Tennessee
$40K +$40K +1,508 New
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$38K -$450K -17,229 -92%
KTC
95
Kistler-Tiffany Companies
Pennsylvania
$34K – – –
MA
96
MUFG Americas
New York
$32K – – –
LFG
97
LifePlan Financial Group
Ohio
$29K – – –
JWBC
98
John W. Brooker & Co
California
$17K – – –
GSWM
99
Golden State Wealth Management
California
$13K +$13K +493 New
IA
100
IFP Advisors
Florida
$8K -$36.9K -1,209 -82%
2 3
4
5 6