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iShares US Equity Factor ETF

115 hedge funds and large institutions have $682M invested in iShares US Equity Factor ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 10 closing their positions.

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
2.04%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
14
Increased
35
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BF
76
BOK Financial
Oklahoma
$321K
FPW
77
Flagship Private Wealth
Massachusetts
$320K +$320K +8,402 New
CAL
78
Capital Advisors Ltd
Ohio
$314K +$10.2K +271 +3%
Citigroup
79
Citigroup
New York
$313K -$23.7K -629 -7%
CA
80
Crumly & Associates
Illinois
$302K +$20.9K +533 +7%
1832 Asset Management
81
1832 Asset Management
Ontario, Canada
$276K -$1.46K -39 -0.5%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$257K
AF
83
Advisornet Financial
Minnesota
$245K +$23.4K +619 +11%
LNB
84
Ledyard National Bank
$242K +$242K +6,425 New
SS
85
Sunbelt Securities
Texas
$229K -$1.55K -41 -0.7%
UCFA
86
United Capital Financial Advisors
Texas
$228K -$218K -5,801 -49%
LDFR
87
Lehman & Derafelo Financial Resources
Pennsylvania
$226K
CWC
88
Carolinas Wealth Consulting
North Carolina
$218K +$1.21K +32 +0.6%
MSA
89
Marino Stram & Associates
Massachusetts
$213K +$213K +5,661 New
William Blair & Company
90
William Blair & Company
Illinois
$212K +$130K +3,450 +158%
CCP
91
Clarkston Capital Partners
Michigan
$201K -$483K -12,852 -71%
SPIA
92
Steward Partners Investment Advisory
New York
$193K
CIAS
93
Capital Investment Advisory Services
North Carolina
$159K +$131K +3,486 +467%
CFGS
94
Concourse Financial Group Securities
Alabama
$154K
CIR
95
Clear Investment Research
Georgia
$152K +$12.7K +336 +9%
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$125K -$47.2K -1,257 -27%
GLLW
97
Graves Light Lenhart Wealth
Virginia
$122K +$122K +3,239 New
TI
98
tru Independence
Oregon
$118K +$118K +3,122 New
GWM
99
Geneos Wealth Management
Colorado
$115K -$151K -3,720 -57%
TFS
100
TrustCore Financial Services
Tennessee
$85K