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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

120 hedge funds and large institutions have $915M invested in iShares US Equity Factor ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
120
Holders Change
-2
Holders Change %
-1.64%
% of All Funds
2.11%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
11
Increased
43
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SigFig Wealth Management
California
$80.2M
2
Wells Fargo
2
Wells Fargo
California
$60.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.8M
4
PFM
4
Phillips Financial Management
Indiana
$54.8M
5
PL
5
Plancorp LLC
Missouri
$34.6M

Top Sellers

1
KWM
1
Keebeck Wealth Management
Illinois
$0
2
Bank of America
2
Bank of America
North Carolina
$59.4M
3
SFS
3
Strategic Financial Services
New York
$187M
4
CCA
4
Clearwater Capital Advisors
Illinois
$43M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
– -$201K -4,697 Closed
ASN
127
Advisory Services Network
Georgia
– -$66K -1,552 Closed
KTC
128
Kistler-Tiffany Companies
Pennsylvania
– -$42K -980 Closed
WP
129
WealthShield Partners
North Carolina
– -$19K -443 Closed
2 3 4 5
6