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iShares US Equity Factor ETF

149 hedge funds and large institutions have $1.06B invested in iShares US Equity Factor ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-9
Holders Change %
-5.7%
% of All Funds
2.38%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
11
Increased
48
Reduced
61
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
126
Clearstead Advisors
Ohio
$55.4K
TIM
127
Tortoise Investment Management
New York
$53.7K -$23.2K -559 -30%
SS
128
Sunbelt Securities
Texas
$52.8K +$52.8K +1,293 New
William Blair & Company
129
William Blair & Company
Illinois
$49.1K
NA
130
NewEdge Advisors
Louisiana
$43.5K
WWM
131
Wolff Wiese Magana
California
$17.4K
CFGS
132
Concourse Financial Group Securities
Alabama
$16.6K
HWA
133
HHM Wealth Advisors
Tennessee
$16.6K
BWP
134
Baldwin Wealth Partners
Massachusetts
$14.5K -$16.9K -408 -54%
IA
135
IFP Advisors
Florida
$13.8K -$48.3K -1,477 -78%
BAM
136
Belpointe Asset Management
Nevada
$13.2K +$41 +1 +0.3%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$12.8K
SC
138
SouthState Corp
Florida
$11.7K
BLC
139
Brown, Lisle/Cummings
Rhode Island
$8.7K
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$8.29K -$263K -6,357 -97%
CCA
141
Column Capital Advisors
Indiana
$8.08K
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$7.41K -$40 -975 -0.5%
IF
143
Integrity Financial
Wyoming
$6.3K
RWM
144
Ruedi Wealth Management
Illinois
$3.85K +$331 +8 +9%
BFEC
145
Benjamin F. Edwards & Company
Missouri
$2K
SWM
146
Spire Wealth Management
Virginia
$1.29K +$1.29K +31 New
BHWM
147
Beaird Harris Wealth Management
Texas
$788 +$788 +19 New
BAAM
148
Baker Avenue Asset Management
California
$539 +$539 +13 New
AssetMark Inc
149
AssetMark Inc
California
$352 -$2.7M -68,907 -100%
SPC
150
Sigma Planning Corp
Michigan
-$3.14M -80,378 Closed