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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

190 hedge funds and large institutions have $1.88B invested in iShares US Equity Factor ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
2.75%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
13
Increased
67
Reduced
66
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Affinity Wealth Management
Delaware
$30.4M
2
KIM
2
Kestra Investment Management
Texas
$22M
3
AFG
3
Atomi Financial Group
New York
$28.4M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$43M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$192M

Top Sellers

1
SFO
1
Stokes Family Office
Louisiana
$23.9M
2
RHP
2
Royal Harbor Partners
Texas
$0
3
SFS
3
Strategic Financial Services
New York
$247M
4
TWM
4
Tolleson Wealth Management
Texas
$115M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
MONECO Advisors
Connecticut
$1.6M -$37.1K -631 -2%
RF
77
RHS Financial
California
$1.53M +$936K +15,926 +157%
SSWM
78
Smith Salley Wealth Management
North Carolina
$1.52M – – –
FFA
79
First Foundation Advisors
California
$1.39M – – –
GAG
80
Goodman Advisory Group
Massachusetts
$1.35M +$126K +2,136 +10%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$1.31M -$8.87K -151 -0.7%
PIFP
82
Partners in Financial Planning
Virginia
$1.31M -$13.6K -231 -1%
Creative Planning
83
Creative Planning
Kansas
$1.18M +$1.76K +30 +0.1%
PS
84
Planned Solutions
California
$1.06M +$134K +2,275 +14%
Stifel Financial
85
Stifel Financial
Missouri
$1.04M +$3.76K +64 +0.4%
WC
86
Weil Company
California
$961K +$171K +2,906 +22%
KWM
87
Kaydan Wealth Management
Michigan
$940K -$9.4K -160 -1%
ASN
88
Advisory Services Network
Georgia
$940K – – –
Renaissance Technologies
89
Renaissance Technologies
New York
$817K +$159K +2,700 +24%
PAG
90
Private Advisor Group
New Jersey
$774K -$7.41K -126 -0.9%
QPWM
91
Quadrant Private Wealth Management
Pennsylvania
$770K +$113K +1,920 +17%
TP
92
Tranquility Partners
Tennessee
$751K -$3.53K -60 -0.5%
MCA
93
Magnolia Capital Advisors
Mississippi
$748K -$159K -2,709 -18%
AI
94
Atria Investments
North Carolina
$731K – – –
Baird Financial Group
95
Baird Financial Group
Wisconsin
$698K -$2.74M -46,572 -80%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$694K +$2.17K +37 +0.3%
CW
97
CreativeOne Wealth
Kansas
$643K -$88.6K -1,508 -12%
RJA
98
Raymond James & Associates
Florida
$637K -$38.7K -659 -6%
MWM
99
Merriman Wealth Management
Washington
$631K – – –
TPWM
100
Twelve Points Wealth Management
Massachusetts
$615K – – –
2 3
4
5 6