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iShares US Equity Factor ETF

149 hedge funds and large institutions have $1.06B invested in iShares US Equity Factor ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 15 closing their positions.

Holders
149
Holders Change
-9
Holders Change %
-5.7%
% of All Funds
2.39%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
11
Increased
48
Reduced
61
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UWPG
76
Ullmann Wealth Partners Group
Florida
$666K +$666K +16,073 New
TPWM
77
Twelve Points Wealth Management
Massachusetts
$615K +$65.3K +1,575 +12%
PS
78
Planned Solutions
California
$572K -$2.9K -70 -0.5%
Northern Trust
79
Northern Trust
Illinois
$558K +$558K +13,466 New
MCA
80
Magnolia Capital Advisors
Mississippi
$554K +$2.82K +68 +0.5%
PAG
81
Private Advisor Group
New Jersey
$545K -$10.3K -249 -2%
TP
82
Tranquility Partners
Tennessee
$534K -$19.7K -475 -4%
SCA
83
Snowden Capital Advisors
New York
$495K +$41 +1 +0%
MWM
84
Merriman Wealth Management
Washington
$488K
CTA
85
Colonial Trust Advisors
South Carolina
$471K +$290 +7 +0.1%
RJA
86
Raymond James & Associates
Florida
$465K -$11.4K -275 -2%
LNC
87
Lincoln National Corp
Pennsylvania
$460K +$1.62K +39 +0.4%
CAL
88
Capital Advisors Ltd
Ohio
$457K +$124 +3 +0%
FAAM
89
First Ascent Asset Management
Colorado
$439K -$343K -8,272 -44%
CA
90
Cetera Advisors
Colorado
$413K +$290 +7 +0.1%
BA
91
Bellwether Advisors
Nebraska
$408K +$4.14K +100 +1%
RPGK
92
Retirement Planning Group (Kansas)
Kansas
$376K
PFBT
93
Parkside Financial Bank & Trust
Missouri
$371K +$94.7K +2,286 +34%
KCM
94
Kanawha Capital Management
Virginia
$368K
TC
95
TAGStone Capital
North Carolina
$367K +$870 +21 +0.2%
RF
96
RHS Financial
California
$366K -$32.1K -775 -8%
EA
97
Ergawealth Advisors
Illinois
$353K -$28.7K -693 -8%
GFP
98
Guardian Financial Partners
California
$324K
AAS
99
Avantax Advisory Services
Texas
$313K
BSSFA
100
Baron Silver Stevens Financial Advisors
Florida
$299K -$102K -2,452 -25%