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iShares US Equity Factor ETF

154 hedge funds and large institutions have $1.18B invested in iShares US Equity Factor ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 65 reducing their positions, and 8 closing their positions.

Holders
154
Holders Change
+7
Holders Change %
+4.76%
% of All Funds
2.46%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
16
Increased
38
Reduced
65
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
76
Parallel Advisors
California
$692K
TPWM
77
Twelve Points Wealth Management
Massachusetts
$644K +$134K +3,086 +26%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$630K -$88.5K -2,042 -12%
MCA
79
Magnolia Capital Advisors
Mississippi
$625K +$58K +1,384 +10%
TP
80
Tranquility Partners
Tennessee
$610K +$48.6K +1,123 +9%
MCC
81
Money Concepts Capital
Florida
$602K
PS
82
Planned Solutions
California
$591K -$24.4K -563 -4%
GAG
83
Goodman Advisory Group
Massachusetts
$573K -$254K -5,855 -31%
PAG
84
Private Advisor Group
New Jersey
$559K -$9.31K -215 -2%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$489K +$483K +11,142 +7,738%
LNC
86
Lincoln National Corp
Pennsylvania
$482K
CAL
87
Capital Advisors Ltd
Ohio
$478K
MWM
88
Merriman Wealth Management
Washington
$471K -$9.7K -223 -2%
Renaissance Technologies
89
Renaissance Technologies
New York
$446K +$446K +10,300 New
CA
90
Cetera Advisors
Colorado
$441K +$8.97K +207 +2%
EA
91
Ergawealth Advisors
Illinois
$435K +$65.4K +1,509 +18%
BA
92
Bellwether Advisors
Nebraska
$426K +$7.67K +177 +2%
RPGK
93
Retirement Planning Group (Kansas)
Kansas
$390K
SCA
94
Snowden Capital Advisors
New York
$389K -$126K -2,910 -24%
TC
95
TAGStone Capital
North Carolina
$379K -$7.05K -162 -2%
RF
96
RHS Financial
California
$368K -$2.64K -61 -0.7%
PFBT
97
Parkside Financial Bank & Trust
Missouri
$362K -$26K -600 -7%
BSSFA
98
Baron Silver Stevens Financial Advisors
Florida
$361K
JWA
99
JFS Wealth Advisors
Pennsylvania
$350K +$312K +7,209 +823%
TRCT
100
Tower Research Capital (TRC)
New York
$348K +$335K +7,736 +2,622%