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iShares US Equity Factor ETF

158 hedge funds and large institutions have $1B invested in iShares US Equity Factor ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 55 reducing their positions, and 11 closing their positions.

Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
2.55%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
25
Increased
50
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$730K 18,717 +84 +0.5%
JPMPWA
77
J.P. Morgan Private Wealth Advisors
California
$702K 17,986 +7,471 +71%
Citigroup
78
Citigroup
New York
$700K 17,940 +465 +3%
PA
79
Parallel Advisors
California
$648K 16,610 -296 -2%
PS
80
Planned Solutions
California
$541K 13,866 +164 +1%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$527K 13,513 -108,927 -89%
TP
82
Tranquility Partners
Tennessee
$521K 13,351 -61 -0.5%
MCA
83
Magnolia Capital Advisors
Mississippi
$519K 13,298 -175 -1%
TPWM
84
Twelve Points Wealth Management
Massachusetts
$518K 13,267
MCC
85
Money Concepts Capital
Florida
$487K 12,489 -260 -2%
SCA
86
Snowden Capital Advisors
New York
$466K 11,938 +2 +0%
MWM
87
Merriman Wealth Management
Washington
$460K 11,787 -1,257 -10%
RJA
88
Raymond James & Associates
Florida
$448K 11,491 -2,776 -19%
CTA
89
Colonial Trust Advisors
South Carolina
$443K 11,363 -244 -2%
LNC
90
Lincoln National Corp
Pennsylvania
$431K 11,052 -44 -0.4%
CAL
91
Capital Advisors Ltd
Ohio
$430K 11,029 +1,954 +22%
BF
92
BOK Financial
Oklahoma
$414K 10,604
MML Investors Services
93
MML Investors Services
Massachusetts
$410K 10,508 +4,873 +86%
CA
94
Cetera Advisors
Colorado
$389K 9,965 +7 +0.1%
BA
95
Bellwether Advisors
Nebraska
$380K 9,740 +200 +2%
BSSFA
96
Baron Silver Stevens Financial Advisors
Florida
$377K 9,676 -396 -4%
RF
97
RHS Financial
California
$375K 9,602 -12,012 -56%
EA
98
Ergawealth Advisors
Illinois
$359K 9,207 +9,207 New
RPGK
99
Retirement Planning Group (Kansas)
Kansas
$354K 9,075 -1,476 -14%
KCM
100
Kanawha Capital Management
Virginia
$346K 8,869 +8,869 New