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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

122 hedge funds and large institutions have $798M invested in iShares US Equity Factor ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
2.13%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
14
Increased
49
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFM
1
Phillips Financial Management
Indiana
$43.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.3M
3
PL
3
Plancorp LLC
Missouri
$30M
4
CBFP
4
Cedar Brook Financial Partners
Ohio
$3.32M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.77M

Top Sellers

1
WANY
1
Wealthspire Advisors (New York)
New York
$0
2
KWM
2
Keebeck Wealth Management
Illinois
$13.5M
3
AF
3
Allworth Financial
California
$5.04M
4
BWCS
4
Beirne Wealth Consulting Services
Connecticut
$16.7M
5
CG
5
Colony Group
Massachusetts
$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$180K – – –
GLLW
102
Graves Light Lenhart Wealth
Virginia
$139K – – –
GWM
103
Geneos Wealth Management
Colorado
$132K +$10.2K +237 +8%
PFBT
104
Parkside Financial Bank & Trust
Missouri
$119K – – –
TFS
105
TrustCore Financial Services
Tennessee
$96K – – –
HI
106
Harbour Investments
Wisconsin
$94K – – –
SFSIG
107
San Francisco Sentry Investment Group
California
$88K – – –
ASN
108
Advisory Services Network
Georgia
$66K +$66K +1,552 New
MA
109
MUFG Americas
New York
$62K – – –
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$56K – – –
William Blair & Company
111
William Blair & Company
Illinois
$51K – – –
KTC
112
Kistler-Tiffany Companies
Pennsylvania
$42K – – –
JWBC
113
John W. Brooker & Co
California
$28K +$128 +3 +0.5%
EWM
114
Evermay Wealth Management
Virginia
$28K +$28K +650 New
IA
115
IFP Advisors
Florida
$23K +$1.37K +32 +6%
WP
116
WealthShield Partners
North Carolina
$19K – – –
HWA
117
HHM Wealth Advisors
Tennessee
$17K – – –
CCP
118
Clarkston Capital Partners
Michigan
$15K -$216K -5,000 -93%
CCA
119
Column Capital Advisors
Indiana
$8K – – –
APA
120
American Portfolios Advisors
New York
$6.43K – – –
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$1K -$22.1K -706 -96%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$1K +$56 +1 +6%
WANY
123
Wealthspire Advisors (New York)
New York
– -$5.34M -131,507 Closed
Bank of Nova Scotia
124
Bank of Nova Scotia
Ontario, Canada
– -$1.45M -35,659 Closed
SPA
125
Sentinel Pension Advisors
Massachusetts
– -$421K -8,549 Closed
2 3 4
5
6