LRGF icon

iShares US Equity Factor ETF

110 hedge funds and large institutions have $533M invested in iShares US Equity Factor ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
2.43%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
14
Increased
26
Reduced
54
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$8K -$11K -419 -58%
Deutsche Bank
102
Deutsche Bank
Germany
$5K -$45.5K -1,574 -90%
SFS
103
Sowell Financial Services
Arkansas
$4K +$380 +13 +10%
LSA
104
Lion Street Advisors
Texas
$4K +$4K +151 New
APA
105
American Portfolios Advisors
New York
$3.97K
BFEC
106
Benjamin F. Edwards & Company
Missouri
$3K
SPIA
107
Steward Partners Investment Advisory
New York
$2K
NR
108
Newfound Research
Massachusetts
$1K -$4.38K -162 -81%
WP
109
WealthShield Partners
North Carolina
$1K +$1K +28 New
AIC
110
Ameritas Investment Company
Nebraska
$1K +$1K +32 New
SMG
111
Smart Money Group
Texas
-$1.97M -57,041 Closed
WDL
112
Well Done LLC
Michigan
-$968K -28,068 Closed
KCM
113
Kathmere Capital Management
Pennsylvania
-$523K -15,156 Closed
RJT
114
Raymond James Trust
Florida
-$469K -13,600 Closed
VWA
115
V Wealth Advisors
Kansas
-$296K -9,270 Closed
HighTower Advisors
116
HighTower Advisors
Illinois
-$317K -9,210 Closed
SFC
117
SYM Financial Corp
Indiana
-$305K -8,832 Closed
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
-$297K -8,607 Closed
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
-$267K -7,745 Closed
RF
120
RHS Financial
California
-$232K -6,724 Closed
MFW
121
Mosaic Family Wealth
Missouri
-$223K -6,476 Closed
IWA
122
Intercontinental Wealth Advisors
Texas
-$176K -4,987 Closed
IWP
123
IAG Wealth Partners
Wisconsin
-$59K -1,693 Closed
NFG
124
Next Financial Group
Texas
-$54K -1,559 Closed
OPS
125
Orion Portfolio Solutions
Nebraska
-$26K -747 Closed