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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

120 hedge funds and large institutions have $915M invested in iShares US Equity Factor ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
120
Holders Change
-2
Holders Change %
-1.64%
% of All Funds
2.11%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
11
Increased
43
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SigFig Wealth Management
California
$80.2M
2
Wells Fargo
2
Wells Fargo
California
$60.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.8M
4
PFM
4
Phillips Financial Management
Indiana
$54.8M
5
PL
5
Plancorp LLC
Missouri
$34.6M

Top Sellers

1
KWM
1
Keebeck Wealth Management
Illinois
$0
2
Bank of America
2
Bank of America
North Carolina
$59.4M
3
SFS
3
Strategic Financial Services
New York
$187M
4
CCA
4
Clearwater Capital Advisors
Illinois
$43M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
101
Concourse Financial Group Securities
Alabama
$154K -$24.2K -573 -14%
GLLW
102
Graves Light Lenhart Wealth
Virginia
$136K – – –
PFBT
103
Parkside Financial Bank & Trust
Missouri
$117K – – –
TFS
104
TrustCore Financial Services
Tennessee
$95K – – –
HI
105
Harbour Investments
Wisconsin
$92K – – –
MA
106
MUFG Americas
New York
$61K – – –
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
$55K – – –
William Blair & Company
108
William Blair & Company
Illinois
$50K – – –
LFG
109
Larson Financial Group
Missouri
$30K +$30K +712 New
JWBC
110
John W. Brooker & Co
California
$28K – – –
Fidelity Investments
111
Fidelity Investments
Massachusetts
$27K +$26.2K +616 +3,422%
IA
112
IFP Advisors
Florida
$23K – – –
HWA
113
HHM Wealth Advisors
Tennessee
$17K – – –
CCP
114
Clarkston Capital Partners
Michigan
$15K – – –
HA
115
Herold Advisors
New York
$12K +$12K +300 New
EWM
116
Evermay Wealth Management
Virginia
$9K -$17K -425 -65%
CCA
117
Column Capital Advisors
Indiana
$8K – – –
APA
118
American Portfolios Advisors
New York
$6.32K – – –
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$1K – – –
VNA
120
Valley National Advisers
Pennsylvania
$1K +$1K +23 New
KWM
121
Keebeck Wealth Management
Illinois
– -$13.5M -316,215 Closed
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
– -$1.77M -41,429 Closed
CM
123
Columbus Macro
Pennsylvania
– -$884K -20,650 Closed
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
– -$546K -12,741 Closed
PCIA
125
Prime Capital Investment Advisors
Kansas
– -$291K -6,789 Closed
2 3 4
5
6