LRGF icon

iShares US Equity Factor ETF

149 hedge funds and large institutions have $1.06B invested in iShares US Equity Factor ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 15 closing their positions.

Holders
149
Holders Change
-9
Holders Change %
-5.7%
% of All Funds
2.39%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
11
Increased
48
Reduced
61
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CC
101
Callan Capital
California
$297K +$124 +3 +0%
Prudential Financial
102
Prudential Financial
New Jersey
$280K -$6.55K -158 -2%
FPW
103
Flagship Private Wealth
Massachusetts
$265K
LNB
104
Ledyard National Bank
$261K +$11.6K +279 +5%
MWP
105
Meredith Wealth Planning
Illinois
$257K
IA
106
Insight Advisors
Pennsylvania
$252K -$40.2K -970 -14%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$249K -$108K -2,591 -30%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$241K +$332 +8 +0.1%
BFPW
109
BOK Financial Private Wealth
Colorado
$237K
MSA
110
Marino Stram & Associates
Massachusetts
$235K +$83 +2 +0%
BTW
111
Boston Trust Walden
Massachusetts
$212K +$212K +5,120 New
AHC
112
Anderson Hoagland & Co
Missouri
$212K
IWA
113
Intercontinental Wealth Advisors
Texas
$207K +$207K +4,987 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$194K -$829 -20 -0.4%
SPIA
115
Steward Partners Investment Advisory
New York
$174K
CIR
116
Clear Investment Research
Georgia
$164K -$11.8K -285 -7%
CWC
117
Carolinas Wealth Consulting
North Carolina
$162K +$414 +10 +0.3%
ASN
118
Advisory Services Network
Georgia
$112K -$5.01K -121 -4%
BAM
119
Bellevue Asset Management
Washington
$99.6K -$7.71K -186 -7%
AF
120
Advisornet Financial
Minnesota
$92.5K +$414 +10 +0.4%
GWM
121
Geneos Wealth Management
Colorado
$92.4K
CT
122
Colonial Trust
South Carolina
$85.2K
AWM
123
Aspire Wealth Management
Massachusetts
$84K -$787 -19 -0.9%
US Bancorp
124
US Bancorp
Minnesota
$77.1K
BC
125
Barrett & Company
Rhode Island
$62K