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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

153 hedge funds and large institutions have $1.37B invested in iShares US Equity Factor ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 56 reducing their positions, and 14 closing their positions.

Holders
153
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
2.24%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
17
Increased
58
Reduced
56
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.4M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$55.5M
3
TWM
3
Tolleson Wealth Management
Texas
$90.6M
4
UWPG
4
Ullmann Wealth Partners Group
Florida
$65.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$28.9M

Top Sellers

1
MSWMA
1
Market Street Wealth Management Advisors
Indiana
$3.57M
2
PFM
2
Phillips Financial Management
Indiana
$32.4M
3
SFS
3
Strategic Financial Services
New York
$204M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Cerity Partners
5
Cerity Partners
New York
$5.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
101
Cary Street Partners Investment Advisory
Virginia
$392K +$384K +7,948 +4,675%
CC
102
Callan Capital
California
$312K +$290 +6 +0.1%
Qube Research & Technologies (QRT)
103
Qube Research & Technologies (QRT)
United Kingdom
$306K +$306K +6,344 New
LNB
104
Ledyard National Bank
$290K -$1.3K -27 -0.4%
MSA
105
Marino Stram & Associates
Massachusetts
$270K -$4.39K -91 -2%
CAL
106
Capital Analysts LLC
Pennsylvania
$269K +$269K +5,576 New
Envestnet Portfolio Solutions
107
Envestnet Portfolio Solutions
Illinois
$257K – – –
NP
108
NorthRock Partners
Minnesota
$253K +$253K +5,233 New
BTW
109
Boston Trust Walden
Massachusetts
$247K – – –
AHC
110
Anderson Hoagland & Co
Missouri
$247K – – –
CTA
111
Colonial Trust Advisors
South Carolina
$245K -$17.8K -369 -7%
CRWM
112
Castle Rock Wealth Management
California
$231K +$231K +4,871 New
KAS
113
Kestra Advisory Services
Texas
$226K -$24.6K -510 -10%
KFGK
114
Keystone Financial Group (Kentucky)
Kentucky
$220K -$11.9K -247 -5%
BFPW
115
BOK Financial Private Wealth
Colorado
$206K – – –
OFG
116
Oxford Financial Group
Indiana
$205K +$205K +4,245 New
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$203K -$89.3K -1,849 -31%
SPIA
118
Steward Partners Investment Advisory
New York
$203K – – –
FPW
119
Flagship Private Wealth
Massachusetts
$202K +$202K +4,193 New
CIR
120
Clear Investment Research
Georgia
$184K -$6.76K -140 -4%
CWC
121
Carolinas Wealth Consulting
North Carolina
$163K -$19.9K -413 -11%
EWA
122
EverSource Wealth Advisors
Alabama
$155K +$155K +3,213 New
ASN
123
Advisory Services Network
Georgia
$135K +$135K +2,787 New
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$118K – – –
Fidelity Investments
125
Fidelity Investments
Massachusetts
$116K -$15.5K -320 -12%
3 4
5
6 7