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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

133 hedge funds and large institutions have $1.02B invested in iShares US Equity Factor ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 12 closing their positions.

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
2.05%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
26
Increased
46
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PL
1
Plancorp LLC
Missouri
$44.4M
2
Bank of America
2
Bank of America
North Carolina
$69.5M
3
SWM
3
SigFig Wealth Management
California
$91.9M
4
FAAM
4
First Ascent Asset Management
Colorado
$14.1M
5
Wells Fargo
5
Wells Fargo
California
$69.4M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$2.51M
2
TC
2
Trilogy Capital
California
$0
3
CG
3
Colony Group
Massachusetts
$32.7M
4
AF
4
Allworth Financial
California
$1.34M
5
Goldman Sachs
5
Goldman Sachs
New York
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPGK
76
Retirement Planning Group (Kansas)
Kansas
$496K -$150K -3,233 -23%
TWP
77
Transparent Wealth Partners
Arkansas
$491K +$491K +10,543 New
TC
78
TAGStone Capital
North Carolina
$476K +$476K +10,233 New
CA
79
Cetera Advisors
Colorado
$463K +$280 +6 +0.1%
CAL
80
Capital Advisors Ltd
Ohio
$441K +$93 +2 +0%
BF
81
BOK Financial
Oklahoma
$416K – – –
IWM
82
IHT Wealth Management
Illinois
$383K -$28.1K -602 -7%
LA
83
LexAurum Advisors
Kansas
$380K +$7.31K +157 +2%
BA
84
Bellwether Advisors
Nebraska
$372K – – –
GFP
85
Guardian Financial Partners
California
$363K +$363K +7,807 New
SCA
86
Snowden Capital Advisors
New York
$335K -$241K -5,193 -42%
GAG
87
Goodman Advisory Group
Massachusetts
$325K +$325K +6,970 New
AWM
88
Adams Wealth Management
Utah
$321K +$33.6K +722 +12%
FPW
89
Flagship Private Wealth
Massachusetts
$315K -$75.9K -1,632 -19%
AAS
90
Avantax Advisory Services
Texas
$311K +$372 +8 +0.1%
PFBT
91
Parkside Financial Bank & Trust
Missouri
$310K +$181K +3,895 +141%
CIAS
92
Capital Investment Advisory Services
North Carolina
$305K +$3.92K +84 +1%
TRCT
93
Tower Research Capital (TRC)
New York
$303K +$303K +6,509 New
LNB
94
Ledyard National Bank
$284K +$16.6K +358 +6%
LDFR
95
Lehman & Derafelo Financial Resources
Pennsylvania
$279K – – –
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$279K +$279K +6,000 New
CWC
97
Carolinas Wealth Consulting
North Carolina
$270K +$1.07K +23 +0.4%
BFPW
98
BOK Financial Private Wealth
Colorado
$267K +$267K +5,730 New
MSA
99
Marino Stram & Associates
Massachusetts
$264K +$93 +2 +0%
Northern Trust
100
Northern Trust
Illinois
$242K +$242K +5,208 New
2 3
4
5 6