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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

203 hedge funds and large institutions have $2.02B invested in iShares US Equity Factor ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+13
Holders Change %
+6.84%
% of All Funds
2.7%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
29
Increased
70
Reduced
66
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$91.4M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$66.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$40.4M
4
AFG
4
Atomi Financial Group
New York
$37.4M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$202M

Top Sellers

1
SFS
1
Strategic Financial Services
New York
$222M
2
TWM
2
Tolleson Wealth Management
Texas
$111M
3
PFM
3
Phillips Financial Management
Indiana
$25.2M
4
SFO
4
Stokes Family Office
Louisiana
$21.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
76
Physician Wealth Advisors
Utah
$2.43M +$69.5K +1,152 +3%
HGA
77
Hobbs Group Advisors
South Carolina
$2.3M -$287K -4,763 -11%
UBS Group
78
UBS Group
Switzerland
$2.3M -$375K -6,221 -14%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$2.06M -$33.6K -557 -2%
RF
80
RHS Financial
California
$1.84M +$269K +4,451 +17%
GA
81
GSG Advisors
New Jersey
$1.78M +$2.11K +35 +0.1%
HFA
82
Hershey Financial Advisers
Pennsylvania
$1.68M +$1.68M +27,866 New
MA
83
MONECO Advisors
Connecticut
$1.65M +$10.8K +179 +0.7%
SSWM
84
Smith Salley Wealth Management
North Carolina
$1.56M – – –
Renaissance Technologies
85
Renaissance Technologies
New York
$1.45M +$616K +10,200 +73%
FFA
86
First Foundation Advisors
California
$1.43M – – –
Betterment LLC
87
Betterment LLC
New York
$1.4M +$1.4M +23,171 New
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$1.36M +$12.3K +204 +0.9%
Stifel Financial
89
Stifel Financial
Missouri
$1.34M +$276K +4,568 +26%
NA
90
NewEdge Advisors
Louisiana
$1.29M +$998K +16,532 +339%
Creative Planning
91
Creative Planning
Kansas
$1.27M +$63.9K +1,059 +5%
GAG
92
Goodman Advisory Group
Massachusetts
$1.26M -$120K -1,987 -9%
PIFP
93
Partners in Financial Planning
Virginia
$1.24M -$105K -1,732 -8%
WC
94
Weil Company
California
$1.13M +$143K +2,363 +14%
MCA
95
Magnolia Capital Advisors
Mississippi
$1.11M +$346K +5,732 +45%
CC
96
Commons Capital
Massachusetts
$1.07M +$1.07M +17,743 New
PS
97
Planned Solutions
California
$1.05M -$36.6K -606 -3%
ASN
98
Advisory Services Network
Georgia
$1.01M -$5.07K -84 -0.5%
KWM
99
Kaydan Wealth Management
Michigan
$893K -$72.2K -1,197 -7%
QPWM
100
Quadrant Private Wealth Management
Pennsylvania
$811K +$20.1K +333 +3%
2 3
4
5 6