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iShares US Equity Factor ETF

141 hedge funds and large institutions have $1.01B invested in iShares US Equity Factor ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 8 closing their positions.

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
2.23%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
17
Increased
48
Reduced
49
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFPW
101
BOK Financial Private Wealth
Colorado
$255K
MSA
102
Marino Stram & Associates
Massachusetts
$252K +$89 +2 +0%
IWA
103
Intercontinental Wealth Advisors
Texas
$222K
CC
104
Cypress Capital
Tennessee
$218K
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$215K +$104K +2,336 +93%
Creative Planning
106
Creative Planning
Kansas
$209K -$3.83K -86 -2%
BAM
107
Bellevue Asset Management
Washington
$199K -$1.66M -37,010 -89%
CIR
108
Clear Investment Research
Georgia
$188K
SPIA
109
Steward Partners Investment Advisory
New York
$187K -$3.65K -82 -2%
GLLW
110
Graves Light Lenhart Wealth
Virginia
$144K
SC
111
SouthState Corp
Florida
$135K +$135K +3,028 New
Fidelity Investments
112
Fidelity Investments
Massachusetts
$115K +$88.2K +1,979 +329%
SWM
113
Spire Wealth Management
Virginia
$105K +$105K +2,361 New
TFS
114
TrustCore Financial Services
Tennessee
$100K
AF
115
Advisornet Financial
Minnesota
$98K +$357 +8 +0.4%
GWM
116
Geneos Wealth Management
Colorado
$96K -$2.57M -58,088 -96%
AWM
117
Aspire Wealth Management
Massachusetts
$90K +$357 +8 +0.4%
MA
118
MUFG Americas
New York
$65K
IA
119
IFP Advisors
Florida
$64K +$45.9K +1,418 +254%
CA
120
Clearstead Advisors
Ohio
$60K
PFGIA
121
Patriot Financial Group Insurance Agency
Massachusetts
$58K
CFGS
122
Concourse Financial Group Securities
Alabama
$57K -$106K -2,378 -65%
William Blair & Company
123
William Blair & Company
Illinois
$53K
JWBC
124
John W. Brooker & Co
California
$30K +$90 +2 +0.3%
LAS
125
Lloyd Advisory Services
Georgia
$25K +$25K +553 New