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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

141 hedge funds and large institutions have $1.01B invested in iShares US Equity Factor ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
2.23%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
17
Increased
48
Reduced
49
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Affinity Wealth Management
Delaware
$23.4M
2
Wells Fargo
2
Wells Fargo
California
$75M
3
Ameriprise
3
Ameriprise
Minnesota
$16.4M
4
AWM
4
AE Wealth Management
Kansas
$8.44M
5
SFS
5
Strategic Financial Services
New York
$204M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$903K
2
Morgan Stanley
2
Morgan Stanley
New York
$52M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$566K
4
Citigroup
4
Citigroup
New York
$263K
5
GWM
5
Geneos Wealth Management
Colorado
$96K
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
76
Bellwether Advisors
Nebraska
$531K +$175K +3,941 +49%
CTA
77
Colonial Trust Advisors
South Carolina
$528K +$222 +5 +0%
CAN
78
Cetera Advisor Networks
California
$480K +$480K +10,801 New
RPGK
79
Retirement Planning Group (Kansas)
Kansas
$474K – – –
TC
80
TAGStone Capital
North Carolina
$473K +$18.1K +406 +4%
Prudential Financial
81
Prudential Financial
New Jersey
$472K -$74.4K -1,672 -14%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$447K -$537K -12,066 -55%
CA
83
Cetera Advisors
Colorado
$442K +$267 +6 +0.1%
LNC
84
Lincoln National Corp
Pennsylvania
$415K +$203K +4,573 +96%
CAL
85
Capital Advisors Ltd
Ohio
$412K -$9.43K -212 -2%
BF
86
BOK Financial
Oklahoma
$398K – – –
EH
87
Equitable Holdings
New York
$382K -$810K -18,237 -68%
GFP
88
Guardian Financial Partners
California
$336K – – –
IWM
89
IHT Wealth Management
Illinois
$324K -$41.3K -930 -11%
AWM
90
Adams Wealth Management
Utah
$298K -$7.95K -179 -3%
PFBT
91
Parkside Financial Bank & Trust
Missouri
$296K – – –
CIAS
92
Capital Investment Advisory Services
North Carolina
$288K -$2.76K -62 -0.9%
FPW
93
Flagship Private Wealth
Massachusetts
$285K -$16.7K -374 -6%
LNB
94
Ledyard National Bank
$282K +$10.7K +241 +4%
WWM
95
Western Wealth Management
Colorado
$272K +$272K +6,094 New
LA
96
LexAurum Advisors
Kansas
$270K -$92.7K -2,088 -26%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$267K – – –
LDFR
98
Lehman & Derafelo Financial Resources
Pennsylvania
$267K – – –
Citigroup
99
Citigroup
New York
$263K -$2.86M -64,305 -92%
CWC
100
Carolinas Wealth Consulting
North Carolina
$258K +$577 +13 +0.2%
2 3
4
5 6