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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

148 hedge funds and large institutions have $819M invested in iShares US Equity Factor ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 10 closing their positions.

Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
2.56%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
17
Increased
50
Reduced
54
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$9.47M
2
PL
2
Plancorp LLC
Missouri
$41.4M
3
HHGA
3
Halbert Hargrove Global Advisors
California
$13.9M
4
SFO
4
Stokes Family Office
Louisiana
$42.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.44M

Top Sellers

1
SFS
1
Strategic Financial Services
New York
$158M
2
PPW
2
Pasadena Private Wealth
California
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.66M
4
Bank of America
4
Bank of America
North Carolina
$18.6M
5
PFM
5
Phillips Financial Management
Indiana
$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
76
Magnolia Capital Advisors
Mississippi
$488K +$1.49K +41 +0.3%
TP
77
Tranquility Partners
Tennessee
$486K -$11.5K -318 -2%
PAG
78
Private Advisor Group
New Jersey
$483K -$1.59K -44 -0.3%
TPWM
79
Twelve Points Wealth Management
Massachusetts
$481K -$6.56K -181 -1%
MWM
80
Merriman Wealth Management
Washington
$472K -$397K -10,958 -46%
MCC
81
Money Concepts Capital
Florida
$462K -$46K -1,269 -9%
SCA
82
Snowden Capital Advisors
New York
$432K -$14.4K -399 -3%
CTA
83
Colonial Trust Advisors
South Carolina
$420K +$289 +8 +0.1%
LNC
84
Lincoln National Corp
Pennsylvania
$402K +$19.3K +534 +5%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$392K +$175K +4,815 +80%
BF
86
BOK Financial
Oklahoma
$384K +$25.7K +711 +7%
RPGK
87
Retirement Planning Group (Kansas)
Kansas
$382K -$11.9K -329 -3%
JPMPWA
88
J.P. Morgan Private Wealth Advisors
California
$381K +$381K +10,515 New
Goldman Sachs
89
Goldman Sachs
New York
$379K -$438K -12,115 -54%
TC
90
TAGStone Capital
North Carolina
$373K -$14.2K -393 -4%
CA
91
Cetera Advisors
Colorado
$361K +$290 +8 +0.1%
BA
92
Bellwether Advisors
Nebraska
$345K +$7.34K +203 +2%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$342K +$23.8K +658 +7%
CAL
94
Capital Advisors Ltd
Ohio
$329K +$145 +4 +0%
AWS
95
Atria Wealth Solutions
New York
$297K -$157K -4,339 -35%
TCWA
96
Ten Capital Wealth Advisors
Washington
$287K +$287K +7,936 New
EH
97
Equitable Holdings
New York
$285K +$1.23K +34 +0.4%
GFP
98
Guardian Financial Partners
California
$283K – – –
Prudential Financial
99
Prudential Financial
New Jersey
$256K -$145K -3,956 -36%
IWM
100
IHT Wealth Management
Illinois
$251K +$8.03K +222 +3%
2 3
4
5 6