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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

122 hedge funds and large institutions have $798M invested in iShares US Equity Factor ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
2.13%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
14
Increased
49
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFM
1
Phillips Financial Management
Indiana
$43.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.3M
3
PL
3
Plancorp LLC
Missouri
$30M
4
CBFP
4
Cedar Brook Financial Partners
Ohio
$3.32M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.77M

Top Sellers

1
WANY
1
Wealthspire Advisors (New York)
New York
$0
2
KWM
2
Keebeck Wealth Management
Illinois
$13.5M
3
AF
3
Allworth Financial
California
$5.04M
4
BWCS
4
Beirne Wealth Consulting Services
Connecticut
$16.7M
5
CG
5
Colony Group
Massachusetts
$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$425K +$171 +4 +0%
FPW
77
Flagship Private Wealth
Massachusetts
$364K – – –
CAL
78
Capital Advisors Ltd
Ohio
$357K +$43 +1 +0%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$347K +$347K +8,112 New
LA
80
LexAurum Advisors
Kansas
$341K -$133K -3,099 -28%
BA
81
Bellwether Advisors
Nebraska
$340K +$4.4K +103 +1%
PCIA
82
Prime Capital Investment Advisors
Kansas
$291K +$291K +6,789 New
AAS
83
Avantax Advisory Services
Texas
$284K +$5.33K +125 +2%
Barclays
84
Barclays
United Kingdom
$281K +$281K +6,563 New
KAS
85
Kestra Advisory Services
Texas
$280K -$164K -3,825 -37%
CIAS
86
Capital Investment Advisory Services
North Carolina
$276K +$62.6K +1,460 +29%
LNB
87
Ledyard National Bank
$275K +$600 +14 +0.2%
BSSFA
88
Baron Silver Stevens Financial Advisors
Florida
$275K +$275K +6,441 New
SS
89
Sunbelt Securities
Texas
$260K +$128 +3 +0%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$257K – – –
LDFR
91
Lehman & Derafelo Financial Resources
Pennsylvania
$257K – – –
BWA
92
Beam Wealth Advisors
Louisiana
$256K +$513 +12 +0.2%
AWM
93
Adams Wealth Management
Utah
$252K +$14.8K +347 +6%
CWC
94
Carolinas Wealth Consulting
North Carolina
$247K -$21.9K -511 -8%
AF
95
Advisornet Financial
Minnesota
$236K +$1.07K +25 +0.5%
CA
96
Crumly & Associates
Illinois
$220K -$77K -1,801 -26%
IWA
97
Intercontinental Wealth Advisors
Texas
$214K – – –
Creative Planning
98
Creative Planning
Kansas
$201K +$201K +4,697 New
CIR
99
Clear Investment Research
Georgia
$181K -$1.5K -35 -0.8%
CFGS
100
Concourse Financial Group Securities
Alabama
$181K +$6.21K +145 +4%
2 3
4
5 6