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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

147 hedge funds and large institutions have $1.14B invested in iShares US Equity Factor ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-2
Holders Change %
-1.34%
% of All Funds
2.32%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.28%
New
12
Increased
47
Reduced
61
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$24.8M
2
TWM
2
Tolleson Wealth Management
Texas
$71.3M
3
Cerity Partners
3
Cerity Partners
New York
$7.15M
4
PL
4
Plancorp LLC
Missouri
$58.5M
5
Citigroup
5
Citigroup
New York
$4.26M

Top Sellers

1
SFS
1
Strategic Financial Services
New York
$197M
2
AA
2
Addison Advisors
Vermont
$3.89M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
PFM
4
Phillips Financial Management
Indiana
$41M
5
Citadel Advisors
5
Citadel Advisors
Florida
$985K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
76
Raymond James & Associates
Florida
$608K +$108K +2,431 +22%
MCA
77
Magnolia Capital Advisors
Mississippi
$603K +$7.26K +163 +1%
PAG
78
Private Advisor Group
New Jersey
$585K -$1.03K -23 -0.2%
TP
79
Tranquility Partners
Tennessee
$577K +$3.21K +72 +0.6%
MG
80
Mather Group
Illinois
$574K -$752K -16,882 -57%
SCA
81
Snowden Capital Advisors
New York
$530K -$2.18K -49 -0.4%
TPWM
82
Twelve Points Wealth Management
Massachusetts
$525K -$137K -3,065 -21%
MCC
83
Money Concepts Capital
Florida
$516K -$554K -12,427 -52%
LNC
84
Lincoln National Corp
Pennsylvania
$496K +$1.38K +31 +0.3%
MWM
85
Merriman Wealth Management
Washington
$492K -$33.2K -744 -6%
CAL
86
Capital Advisors Ltd
Ohio
$492K +$89 +2 +0%
FAAM
87
First Ascent Asset Management
Colorado
$473K – – –
CA
88
Cetera Advisors
Colorado
$445K +$223 +5 +0.1%
BA
89
Bellwether Advisors
Nebraska
$430K -$8.24K -185 -2%
RPGK
90
Retirement Planning Group (Kansas)
Kansas
$401K -$3.57K -80 -0.9%
PFBT
91
Parkside Financial Bank & Trust
Missouri
$399K – – –
TC
92
TAGStone Capital
North Carolina
$395K +$624 +14 +0.2%
RF
93
RHS Financial
California
$381K -$12.1K -272 -3%
EA
94
Ergawealth Advisors
Illinois
$380K +$356 +8 +0.1%
BSSFA
95
Baron Silver Stevens Financial Advisors
Florida
$371K +$49.5K +1,110 +15%
GFP
96
Guardian Financial Partners
California
$348K – – –
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$341K +$341K +7,644 New
AAS
98
Avantax Advisory Services
Texas
$336K +$45 +1 +0%
CC
99
Callan Capital
California
$288K -$31.8K -714 -10%
LNB
100
Ledyard National Bank
$280K -$1.03K -23 -0.4%
2 3
4
5 6