LRGF icon

iShares US Equity Factor ETF
LRGF

Overview Fund Activity

122 hedge funds and large institutions have $763M invested in iShares US Equity Factor ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 6 closing their positions.

Holders
122
Holders Change
+7
Holders Change %
+6.09%
% of All Funds
2.15%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
14
Increased
41
Reduced
48
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PL
1
Plancorp LLC
Missouri
$24.9M
2
AF
2
Allworth Financial
California
$8.28M
3
SFS
3
Strategic Financial Services
New York
$187M
4
Morgan Stanley
4
Morgan Stanley
New York
$44.8M
5
WANY
5
Wealthspire Advisors (New York)
New York
$5.34M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$65.6M
2
CG
2
Colony Group
Massachusetts
$35M
3
BAM
3
Bellevue Asset Management
Washington
$1.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$433K
5
HB
5
Homrich & Berg
Georgia
$9.61M
Name Market Value Shares Shares
Change 		Shares
Change %
BF
76
BOK Financial
Oklahoma
$347K 8,528 – –
CAL
77
Capital Advisors Ltd
Ohio
$338K 8,329 +1 +0%
BA
78
Bellwether Advisors
Nebraska
$319K 7,852 -4,507 -36%
1832 Asset Management
79
1832 Asset Management
Ontario, Canada
$292K 7,187 -177 -2%
CA
80
Crumly & Associates
Illinois
$282K 6,944 -773 -10%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$269K 6,625 -2,219 -25%
AAS
82
Avantax Advisory Services
Texas
$265K 6,540 -3,930 -38%
FTUS
83
Flow Traders U.S.
New York
$264K 6,493 +6,493 New
LNB
84
Ledyard National Bank
$260K 6,404 -21 -0.3%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$257K 6,000 – –
CWC
86
Carolinas Wealth Consulting
North Carolina
$255K 6,282 +508 +9%
SS
87
Sunbelt Securities
Texas
$247K 6,081 +3 +0%
UCFA
88
United Capital Financial Advisors
Texas
$245K 6,018 -38 -0.6%
LDFR
89
Lehman & Derafelo Financial Resources
Pennsylvania
$244K 6,000 – –
BWA
90
Beam Wealth Advisors
Louisiana
$243K 5,972 +5,972 New
MSA
91
Marino Stram & Associates
Massachusetts
$230K 5,663 +2 +0%
RF
92
RHS Financial
California
$229K 5,641 +5,641 New
AWM
93
Adams Wealth Management
Utah
$225K 5,544 +5,544 New
AF
94
Advisornet Financial
Minnesota
$223K 5,480 -1,013 -16%
CCP
95
Clarkston Capital Partners
Michigan
$217K 5,348 – –
IWA
96
Intercontinental Wealth Advisors
Texas
$203K 4,987 +4,987 New
CIAS
97
Capital Investment Advisory Services
North Carolina
$202K 4,975 +742 +18%
CIR
98
Clear Investment Research
Georgia
$173K 4,269 +237 +6%
SPIA
99
Steward Partners Investment Advisory
New York
$171K 4,202 -929 -18%
CFGS
100
Concourse Financial Group Securities
Alabama
$166K 4,081 – –
2 3
4
5 6