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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

190 hedge funds and large institutions have $1.88B invested in iShares US Equity Factor ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
2.75%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
13
Increased
67
Reduced
66
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Affinity Wealth Management
Delaware
$30.4M
2
KIM
2
Kestra Investment Management
Texas
$22M
3
AFG
3
Atomi Financial Group
New York
$28.4M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$43M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$192M

Top Sellers

1
SFO
1
Stokes Family Office
Louisiana
$23.9M
2
RHP
2
Royal Harbor Partners
Texas
$0
3
SFS
3
Strategic Financial Services
New York
$247M
4
TWM
4
Tolleson Wealth Management
Texas
$115M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
101
Money Concepts Capital
Florida
$583K -$29.4K -500 -5%
BA
102
Bellwether Advisors
Nebraska
$582K +$999 +17 +0.2%
PCM
103
Parsons Capital Management
Rhode Island
$561K -$354K -6,017 -39%
QCM
104
Quantinno Capital Management
New York
$542K +$542K +9,223 New
RPGK
105
Retirement Planning Group (Kansas)
Kansas
$529K – – –
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$518K +$7.23K +123 +1%
TC
107
TAGStone Capital
North Carolina
$515K +$1.88K +32 +0.4%
KAS
108
Kestra Advisory Services
Texas
$508K -$664K -11,295 -57%
CAL
109
Capital Advisors Ltd
Ohio
$508K -$25.1K -428 -5%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$505K +$7.05K +120 +1%
SCA
111
Snowden Capital Advisors
New York
$482K – – –
CSPIA
112
Cary Street Partners Investment Advisory
Virginia
$477K – – –
EA
113
Ergawealth Advisors
Illinois
$435K – – –
PFBT
114
Parkside Financial Bank & Trust
Missouri
$397K -$15K -255 -4%
CC
115
Callan Capital
California
$381K +$176 +3 +0%
BSSFA
116
Baron Silver Stevens Financial Advisors
Florida
$364K – – –
CRWM
117
Castle Rock Wealth Management
California
$361K – – –
MFG
118
Merit Financial Group
Georgia
$339K -$705K -11,988 -68%
EH
119
Equitable Holdings
New York
$338K +$338K +5,747 New
LNB
120
Ledyard National Bank
$336K -$8.23K -140 -2%
Northern Trust
121
Northern Trust
Illinois
$334K +$334K +5,676 New
Envestnet Portfolio Solutions
122
Envestnet Portfolio Solutions
Illinois
$333K -$53.8K -916 -14%
NP
123
NorthRock Partners
Minnesota
$330K – – –
MSA
124
Marino Stram & Associates
Massachusetts
$329K +$118 +2 +0%
CAL
125
Capital Analysts LLC
Pennsylvania
$328K – – –
3 4
5
6 7