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iShares US Equity Factor ETF

113 hedge funds and large institutions have $618M invested in iShares US Equity Factor ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
113
Holders Change
+3
Holders Change %
+2.73%
% of All Funds
2.29%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
15
Increased
44
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$294K 8,844 +741 +9%
LWS
77
Lucia Wealth Services
California
$285K 8,597
BF
78
BOK Financial
Oklahoma
$284K 8,528
CAL
79
Capital Advisors Ltd
Ohio
$267K 8,057 +1,404 +21%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$257K 6,000
1832 Asset Management
81
1832 Asset Management
Ontario, Canada
$246K 7,403 +2,061 +39%
CA
82
Crumly & Associates
Illinois
$239K 7,184 +7,184 New
CBFP
83
Cedar Brook Financial Partners
Ohio
$224K 6,745 -789 -10%
GWM
84
Geneos Wealth Management
Colorado
$213K 6,557 -1,052 -14%
SS
85
Sunbelt Securities
Texas
$203K 6,119 +6,119 New
LDFR
86
Lehman & Derafelo Financial Resources
Pennsylvania
$199K 6,000
AF
87
Advisornet Financial
Minnesota
$195K 5,874 +422 +8%
CWC
88
Carolinas Wealth Consulting
North Carolina
$191K 5,742 +10 +0.2%
SPIA
89
Steward Partners Investment Advisory
New York
$170K 5,131 +5,055 +6,651%
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$152K 4,584 +300 +7%
CFGS
91
Concourse Financial Group Securities
Alabama
$135K 4,081
CIR
92
Clear Investment Research
Georgia
$123K 3,696 +25 +0.7%
TFS
93
TrustCore Financial Services
Tennessee
$75K 2,252
William Blair & Company
94
William Blair & Company
Illinois
$73K 2,185 -1,746 -44%
SFSIG
95
San Francisco Sentry Investment Group
California
$68K 2,050 +1,000 +95%
Deutsche Bank
96
Deutsche Bank
Germany
$65K 1,945 -2,265 -54%
MA
97
MUFG Americas
New York
$55K 1,665 +453 +37%
ASN
98
Advisory Services Network
Georgia
$55K 1,647 +1,647 New
KCM
99
Kathmere Capital Management
Pennsylvania
$49K 1,481 +1,481 New
HCA
100
Horan Capital Advisors
Ohio
$47K 1,410 +1,410 New