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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

148 hedge funds and large institutions have $819M invested in iShares US Equity Factor ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
2.56%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
17
Increased
50
Reduced
54
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$9.47M
2
PL
Plancorp LLC
Missouri
$41.4M
3
HHGA
Halbert Hargrove Global Advisors
California
$13.9M
4
SFO
Stokes Family Office
Louisiana
$42.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.44M

Top Sellers

1
SFS
Strategic Financial Services
New York
$158M
2
PPW
Pasadena Private Wealth
California
$0
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.66M
4
Bank of America
Bank of America
North Carolina
$18.6M
5
PFM
Phillips Financial Management
Indiana
$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
126
Barrett & Company
Rhode Island
$58.4K +$58.4K +1,496 New
APA
127
American Portfolios Advisors
New York
$56K +$50.6K +1,397 +931%
CA
128
Clearstead Advisors
Ohio
$48K – – –
William Blair & Company
129
William Blair & Company
Illinois
$43K – – –
BWP
130
Baldwin Wealth Partners
Massachusetts
$28K – – –
JWBC
131
John W. Brooker & Co
California
$24K – – –
RIA
132
Realta Investment Advisors
Delaware
$23K +$23K +624 New
WWM
133
Wolff Wiese Magana
California
$15K +$15K +420 New
CFGS
134
Concourse Financial Group Securities
Alabama
$14K – – –
HWA
135
HHM Wealth Advisors
Tennessee
$14K – – –
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$11K – – –
SC
137
SouthState Corp
Florida
$10K – – –
BLC
138
Brown, Lisle/Cummings
Rhode Island
$7.61K – – –
CCA
139
Column Capital Advisors
Indiana
$7K – – –
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$7K +$7K +200 New
IF
141
Integrity Financial
Wyoming
$6K – – –
HS
142
Horan Securities
United States
$6K +$36 +1 +0.6%
US Bancorp
143
US Bancorp
Minnesota
$4K +$4K +120 New
HIA
144
Harbor Investment Advisory
Maryland
$3K – – –
BFEC
145
Benjamin F. Edwards & Company
Missouri
$2K -$4.03K -119 -67%
CIAS
146
Capital Investment Advisory Services
North Carolina
$2K +$2K +56 New
RCM
147
Raleigh Capital Management
North Carolina
$2K +$2K +66 New
BSSFA
148
Baron Silver Stevens Financial Advisors
Florida
$22 -$2 -870 -8%
PPW
149
Pasadena Private Wealth
California
– -$6.4M -168,796 Closed
TWP
150
Transparent Wealth Partners
Arkansas
– -$400K -10,543 Closed
3 4 5
6
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