LRGF icon

iShares US Equity Factor ETF
LRGF

Overview Fund Activity

113 hedge funds and large institutions have $618M invested in iShares US Equity Factor ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
113
Holders Change
+3
Holders Change %
+2.73%
% of All Funds
2.29%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
15
Increased
44
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.9M
2
KWM
2
Keebeck Wealth Management
Illinois
$12.7M
3
NAM
3
North American Management
Massachusetts
$16.8M
4
SFS
4
Strategic Financial Services
New York
$146M
5
FCT
5
Family Capital Trust
Massachusetts
$6.38M

Top Sellers

1
BDF
1
Balasa Dinverno & Foltz
$6.76M
2
Bank of America
2
Bank of America
North Carolina
$99.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.08M
4
SHIM
4
Stone House Investment Management
Pennsylvania
$0
5
CG
5
Colony Group
Massachusetts
$33.1M
Name Market Value Shares Shares
Change 		Shares
Change %
HWA
101
HHM Wealth Advisors
Tennessee
$46K 1,390 -122 -8%
KTC
102
Kistler-Tiffany Companies
Pennsylvania
$33K 980 – –
CIAS
103
Capital Investment Advisory Services
North Carolina
$25K 747 +747 New
AWM
104
Adams Wealth Management
Utah
$25K 755 +755 New
JWBC
105
John W. Brooker & Co
California
$22K 653 +3 +0.5%
PFS
106
Prospera Financial Services
Texas
$12K 360 +360 New
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$10K 300 – –
Fidelity Investments
108
Fidelity Investments
Massachusetts
$10K 314 +8 +3%
CCA
109
Column Capital Advisors
Indiana
$6K 195 +68 +54%
SFS
110
Sowell Financial Services
Arkansas
$5K 137 – –
APA
111
American Portfolios Advisors
New York
$4.98K 150 – –
IA
112
IFP Advisors
Florida
$3K 109 +109 New
SHIM
113
Stone House Investment Management
Pennsylvania
– – -173,728 Closed
SWP
114
Stratos Wealth Partners
Ohio
– – -30,487 Closed
CFA
115
Carroll Financial Associates
North Carolina
– – -16,737 Closed
GLA
116
Good Life Advisors
Pennsylvania
– – -13,448 Closed
SC
117
Savant Capital
Illinois
– – -7,789 Closed
CAN
118
Cetera Advisor Networks
California
– – -3,587 Closed
TI
119
tru Independence
Oregon
– – -3,336 Closed
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
– – -1,370 Closed
NR
121
Newfound Research
Massachusetts
– – -194 Closed
BFEC
122
Benjamin F. Edwards & Company
Missouri
– – -120 Closed
AWM
123
Apollon Wealth Management
South Carolina
– – -82 Closed
LFG
124
LifePlan Financial Group
Ohio
– – -65 Closed
AssetMark Inc
125
AssetMark Inc
California
$0 5 +5 New
1 2 3 4
5