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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

120 hedge funds and large institutions have $915M invested in iShares US Equity Factor ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-2
Holders Change %
-1.64%
% of All Funds
2.11%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
11
Increased
43
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SigFig Wealth Management
California
$80.2M
2
Wells Fargo
2
Wells Fargo
California
$60.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.8M
4
PFM
4
Phillips Financial Management
Indiana
$54.8M
5
PL
5
Plancorp LLC
Missouri
$34.6M

Top Sellers

1
KWM
1
Keebeck Wealth Management
Illinois
$0
2
Bank of America
2
Bank of America
North Carolina
$59.4M
3
SFS
3
Strategic Financial Services
New York
$187M
4
CCA
4
Clearwater Capital Advisors
Illinois
$43M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BSSFA
76
Baron Silver Stevens Financial Advisors
Florida
$468K +$197K +4,682 +73%
CA
77
Cetera Advisors
Colorado
$419K +$169 +4 +0%
CAL
78
Capital Advisors Ltd
Ohio
$399K +$48.1K +1,142 +14%
Fiera Capital (Canada)
79
Fiera Capital (Canada)
Quebec, Canada
$398K -$71.6K -1,700 -15%
BF
80
BOK Financial
Oklahoma
$377K +$377K +8,953 New
IWM
81
IHT Wealth Management
Illinois
$372K -$54.4K -1,291 -13%
FPW
82
Flagship Private Wealth
Massachusetts
$354K – – –
BA
83
Bellwether Advisors
Nebraska
$342K +$2.31K +54 +0.7%
LA
84
LexAurum Advisors
Kansas
$338K +$1.6K +38 +0.5%
Renaissance Technologies
85
Renaissance Technologies
New York
$308K +$308K +7,300 New
AAS
86
Avantax Advisory Services
Texas
$281K +$295 +7 +0.1%
CIAS
87
Capital Investment Advisory Services
North Carolina
$272K +$1.01K +24 +0.4%
SS
88
Sunbelt Securities
Texas
$260K – – –
AWM
89
Adams Wealth Management
Utah
$260K +$11.6K +275 +5%
LDFR
90
Lehman & Derafelo Financial Resources
Pennsylvania
$253K – – –
BWA
91
Beam Wealth Advisors
Louisiana
$245K -$7.21K -171 -3%
CWC
92
Carolinas Wealth Consulting
North Carolina
$243K +$84 +2 +0%
LNB
93
Ledyard National Bank
$242K -$28.2K -669 -10%
MSA
94
Marino Stram & Associates
Massachusetts
$239K +$239K +5,666 New
AF
95
Advisornet Financial
Minnesota
$232K – – –
CA
96
Crumly & Associates
Illinois
$227K +$10.2K +241 +5%
IWA
97
Intercontinental Wealth Advisors
Texas
$210K – – –
PCA
98
Pallas Capital Advisors
Massachusetts
$206K +$206K +4,566 New
CIR
99
Clear Investment Research
Georgia
$178K – – –
SPIA
100
Steward Partners Investment Advisory
New York
$177K – – –
2 3
4
5 6