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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

153 hedge funds and large institutions have $1.37B invested in iShares US Equity Factor ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 56 reducing their positions, and 14 closing their positions.

Holders
153
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
2.24%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
17
Increased
58
Reduced
56
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.4M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$55.5M
3
TWM
3
Tolleson Wealth Management
Texas
$90.6M
4
UWPG
4
Ullmann Wealth Partners Group
Florida
$65.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$28.9M

Top Sellers

1
MSWMA
1
Market Street Wealth Management Advisors
Indiana
$3.57M
2
PFM
2
Phillips Financial Management
Indiana
$32.4M
3
SFS
3
Strategic Financial Services
New York
$204M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Cerity Partners
5
Cerity Partners
New York
$5.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
76
Kaydan Wealth Management
Michigan
$810K -$9.56K -198 -1%
CAN
77
Cetera Advisor Networks
California
$788K -$2.27K -47 -0.3%
PA
78
Parallel Advisors
California
$775K +$4.01K +83 +0.5%
MCA
79
Magnolia Capital Advisors
Mississippi
$772K +$27.4K +548 +4%
PS
80
Planned Solutions
California
$715K +$56.5K +1,170 +9%
CA
81
Cetera Advisors
Colorado
$676K +$184K +3,806 +37%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$656K -$46K -952 -7%
PAG
83
Private Advisor Group
New Jersey
$626K +$2.75K +57 +0.4%
TP
84
Tranquility Partners
Tennessee
$620K -$59.3K -1,228 -9%
RJA
85
Raymond James & Associates
Florida
$592K -$205K -4,246 -26%
SRCM
86
Signature Resources Capital Management
California
$548K +$548K +11,358 New
MCC
87
Money Concepts Capital
Florida
$546K -$12.6K -260 -2%
LNC
88
Lincoln National Corp
Pennsylvania
$541K +$3.57K +74 +0.7%
CAL
89
Capital Advisors Ltd
Ohio
$533K +$241 +5 +0%
MWM
90
Merriman Wealth Management
Washington
$523K – – –
TPWM
91
Twelve Points Wealth Management
Massachusetts
$506K -$212K -4,395 -30%
EA
92
Ergawealth Advisors
Illinois
$484K -$435 -9 -0.1%
BA
93
Bellwether Advisors
Nebraska
$471K -$4.06K -84 -0.9%
RPGK
94
Retirement Planning Group (Kansas)
Kansas
$434K – – –
TC
95
TAGStone Capital
North Carolina
$420K -$773 -16 -0.2%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$407K +$62.5K +1,294 +18%
BSSFA
97
Baron Silver Stevens Financial Advisors
Florida
$406K +$3.96K +82 +1%
PFBT
98
Parkside Financial Bank & Trust
Missouri
$403K – – –
RF
99
RHS Financial
California
$397K -$12.8K -265 -3%
SCA
100
Snowden Capital Advisors
New York
$396K -$37.5K -776 -9%
2 3
4
5 6