LRGF icon

iShares US Equity Factor ETF

154 hedge funds and large institutions have $1.18B invested in iShares US Equity Factor ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 65 reducing their positions, and 8 closing their positions.

Holders
154
Holders Change
+7
Holders Change %
+4.76%
% of All Funds
2.46%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
16
Increased
38
Reduced
65
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MPCG
101
Matrix Private Capital Group
New York
$346K +$346K +7,948 New
GFP
102
Guardian Financial Partners
California
$338K
AAS
103
Avantax Advisory Services
Texas
$327K
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$309K -$22K -507 -7%
Citadel Advisors
105
Citadel Advisors
Florida
$295K -$662K -15,274 -69%
EL
106
Essex LLC
Illinois
$288K +$288K +6,659 New
CC
107
Callan Capital
California
$280K
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$262K +$262K +6,053 New
LNB
109
Ledyard National Bank
$261K -$10.5K -242 -4%
MSA
110
Marino Stram & Associates
Massachusetts
$246K
DJFS
111
Dean Jacobson Financial Services
Texas
$244K
CTA
112
Colonial Trust Advisors
South Carolina
$236K
Envestnet Portfolio Solutions
113
Envestnet Portfolio Solutions
Illinois
$231K +$231K +5,328 New
KAS
114
Kestra Advisory Services
Texas
$225K +$225K +5,186 New
BTW
115
Boston Trust Walden
Massachusetts
$222K
AHC
116
Anderson Hoagland & Co
Missouri
$221K
KFGK
117
Keystone Financial Group (Kentucky)
Kentucky
$208K -$665K -15,358 -76%
BFPW
118
BOK Financial Private Wealth
Colorado
$185K -$20.6K -473 -10%
SPIA
119
Steward Partners Investment Advisory
New York
$182K
CIR
120
Clear Investment Research
Georgia
$171K +$390 +9 +0.2%
CWC
121
Carolinas Wealth Consulting
North Carolina
$160K +$2.83K +67 +2%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$118K +$11.3K +260 +11%
CA
123
Clearstead Advisors
Ohio
$116K +$58K +1,338 +100%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$106K -$108K -2,500 -51%
AssetMark Inc
125
AssetMark Inc
California
$104K +$16.7K +386 +19%