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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

115 hedge funds and large institutions have $803M invested in iShares US Equity Factor ETF in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
2.49%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
13
Increased
51
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$151M
2
SFS
2
Strategic Financial Services
New York
$24.3M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$17.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$17.1M
5
PA
5
Parallel Advisors
California
$5.77M

Top Sellers

1
BlackRock
1
BlackRock
New York
$111M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$257K
3
SLF
3
Sun Life Financial
Ontario, Canada
$0
4
CFGS
4
Concourse Financial Group Securities
Alabama
$331K
5
ECG
5
Edge Capital Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$57K -$8.89K -287 -13%
SWP
102
Strategic Wealth Partners
Ohio
$56K – – –
IA
103
IFP Advisors
Florida
$51K -$154K -4,914 -75%
PCA
104
Providence Capital Advisors
North Carolina
$42K – – –
Fidelity Investments
105
Fidelity Investments
Massachusetts
$36K -$15.5K -496 -30%
KTC
106
Kistler-Tiffany Companies
Pennsylvania
$30K – – –
BAM
107
Barrett Asset Management
New York
$28K – – –
CFD
108
Creative Financial Designs
Indiana
$15K -$2.59K -85 -15%
GSWM
109
Golden State Wealth Management
California
$15K +$15K +493 New
BBA
110
Braun-Bostich & Associates
Pennsylvania
$14K – – –
AIC
111
Ameritas Investment Company
Nebraska
$13K +$13K +413 New
APA
112
American Portfolios Advisors
New York
$11.5K – – –
MA
113
MUFG Americas
New York
$7K +$7K +212 New
BFEC
114
Benjamin F. Edwards & Company
Missouri
$6K -$5.05K -164 -46%
NR
115
Newfound Research
Massachusetts
$6K +$2.48K +81 +70%
SLF
116
Sun Life Financial
Ontario, Canada
– -$7.92M -284,088 Closed
ECG
117
Edge Capital Group
Georgia
– -$3.31M -118,945 Closed
Comerica Bank
118
Comerica Bank
Texas
– -$2.55M -85,968 Closed
BRWA
119
B. Riley Wealth Advisors
Florida
– -$1.83M -65,800 Closed
GFP
120
Gryphon Financial Partners
Ohio
– -$1.79M -55,913 Closed
RCG
121
Ruggie Capital Group
Florida
– -$891K -31,999 Closed
CC
122
Claybrook Capital
Massachusetts
– -$782K -28,068 Closed
Bank of New York Mellon
123
Bank of New York Mellon
New York
– -$601K -21,589 Closed
LFPWM
124
Leicht Financial Planning & Wealth Management
New Jersey
– -$222K -8,005 Closed
HCA
125
Heck Capital Advisors
Wisconsin
– -$204K -7,325 Closed
2 3 4
5
6