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iShares US Equity Factor ETF

173 hedge funds and large institutions have $1.54B invested in iShares US Equity Factor ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 5 closing their positions.

Holders
173
Holders Change
+20
Holders Change %
+13.07%
% of All Funds
2.51%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
27
Increased
61
Reduced
60
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SOS
76
Silver Oak Securities
Tennessee
$996K +$996K +18,503 New
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$994K +$17.9K +332 +2%
Stifel Financial
78
Stifel Financial
Missouri
$956K -$310K -5,763 -24%
MFG
79
Merit Financial Group
Georgia
$932K +$1.37K +26 +0.1%
GM
80
GeoWealth Management
Illinois
$889K +$889K +16,530 New
GAG
81
Goodman Advisory Group
Massachusetts
$884K -$73.9K -1,373 -8%
KWM
82
Kaydan Wealth Management
Michigan
$881K -$20.9K -389 -2%
PS
83
Planned Solutions
California
$818K +$21.5K +399 +3%
MCA
84
Magnolia Capital Advisors
Mississippi
$802K +$17.6K +346 +2%
PA
85
Parallel Advisors
California
$790K -$73.5K -1,366 -9%
CAN
86
Cetera Advisor Networks
California
$762K -$116K -2,158 -13%
RJA
87
Raymond James & Associates
Florida
$719K +$59.9K +1,114 +9%
PAG
88
Private Advisor Group
New Jersey
$699K +$1.13K +21 +0.2%
KAS
89
Kestra Advisory Services
Texas
$691K +$440K +8,172 +175%
TP
90
Tranquility Partners
Tennessee
$691K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$632K -$469K -8,714 -43%
Citadel Advisors
92
Citadel Advisors
Florida
$632K +$632K +11,744 New
LNC
93
Lincoln National Corp
Pennsylvania
$604K +$1.51K +28 +0.3%
MCC
94
Money Concepts Capital
Florida
$603K -$5.49K -102 -0.9%
MWM
95
Merriman Wealth Management
Washington
$581K -$969 -18 -0.2%
TPWM
96
Twelve Points Wealth Management
Massachusetts
$563K
SRCM
97
Signature Resources Capital Management
California
$548K
RF
98
RHS Financial
California
$547K +$104K +1,935 +24%
CA
99
Cetera Advisors
Colorado
$534K -$218K -4,060 -29%
BA
100
Bellwether Advisors
Nebraska
$526K +$1.35K +25 +0.3%