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iShares US Equity Factor ETF

147 hedge funds and large institutions have $1.14B invested in iShares US Equity Factor ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 13 closing their positions.

Holders
147
Holders Change
-2
Holders Change %
-1.34%
% of All Funds
2.32%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.28%
New
12
Increased
47
Reduced
61
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MSA
101
Marino Stram & Associates
Massachusetts
$253K +$134 +3 +0.1%
DJFS
102
Dean Jacobson Financial Services
Texas
$251K +$251K +5,625 New
CTA
103
Colonial Trust Advisors
South Carolina
$243K -$264K -5,918 -52%
BTW
104
Boston Trust Walden
Massachusetts
$228K
AHC
105
Anderson Hoagland & Co
Missouri
$228K
IWA
106
Intercontinental Wealth Advisors
Texas
$222K
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$221K +$11.6K +261 +6%
KCM
108
Kanawha Capital Management
Virginia
$217K -$178K -3,995 -45%
BFPW
109
BOK Financial Private Wealth
Colorado
$211K -$44.6K -1,000 -17%
SPIA
110
Steward Partners Investment Advisory
New York
$187K
CIR
111
Clear Investment Research
Georgia
$176K
CWC
112
Carolinas Wealth Consulting
North Carolina
$165K -$8.73K -196 -5%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$110K -$150K -3,361 -58%
BAM
114
Bellevue Asset Management
Washington
$107K
GWM
115
Geneos Wealth Management
Colorado
$100K +$980 +22 +1%
AF
116
Advisornet Financial
Minnesota
$99.9K +$356 +8 +0.4%
CT
117
Colonial Trust
South Carolina
$91.6K
AWM
118
Aspire Wealth Management
Massachusetts
$90.4K +$89 +2 +0.1%
AssetMark Inc
119
AssetMark Inc
California
$90.2K +$89.8K +2,015 +22,389%
US Bancorp
120
US Bancorp
Minnesota
$82.9K
BC
121
Barrett & Company
Rhode Island
$66.7K
AT
122
Avalon Trust
New Mexico
$65.7K +$65.7K +1,475 New
CA
123
Clearstead Advisors
Ohio
$59.6K
SS
124
Sunbelt Securities
Texas
$57.7K +$45 +1 +0.1%
William Blair & Company
125
William Blair & Company
Illinois
$52.8K