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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

147 hedge funds and large institutions have $1.14B invested in iShares US Equity Factor ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-2
Holders Change %
-1.34%
% of All Funds
2.32%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.28%
New
12
Increased
47
Reduced
61
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$24.8M
2
TWM
2
Tolleson Wealth Management
Texas
$71.3M
3
Cerity Partners
3
Cerity Partners
New York
$7.15M
4
PL
4
Plancorp LLC
Missouri
$58.5M
5
Citigroup
5
Citigroup
New York
$4.26M

Top Sellers

1
SFS
1
Strategic Financial Services
New York
$197M
2
AA
2
Addison Advisors
Vermont
$3.89M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
PFM
4
Phillips Financial Management
Indiana
$41M
5
Citadel Advisors
5
Citadel Advisors
Florida
$985K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
126
JFS Wealth Advisors
Pennsylvania
$39K +$39K +876 New
TWM
127
Tradition Wealth Management
Minnesota
$36K +$36K +809 New
OP
128
ORG Partners
Indiana
$33.6K +$33.6K +752 New
RIA
129
Realta Investment Advisors
Delaware
$31.3K +$31.3K +703 New
S
130
SignatureFD
Georgia
$19.9K +$19.9K +447 New
WWM
131
Wolff Wiese Magana
California
$18.7K – – –
IA
132
IFP Advisors
Florida
$17.9K -$891 -20 -5%
HWA
133
HHM Wealth Advisors
Tennessee
$17.8K – – –
CFGS
134
Concourse Financial Group Securities
Alabama
$17.8K – – –
CFD
135
Creative Financial Designs
Indiana
$17.7K +$17.7K +398 New
BWP
136
Baldwin Wealth Partners
Massachusetts
$15.6K – – –
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$13.8K – – –
TRCT
138
Tower Research Capital (TRC)
New York
$13.1K -$725K -16,273 -98%
BLC
139
Brown, Lisle/Cummings
Rhode Island
$9.36K – – –
CCA
140
Column Capital Advisors
Indiana
$8.69K – – –
IF
141
Integrity Financial
Wyoming
$6.77K – – –
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$6K -$244K -5,856 -98%
DI
143
Disciplined Investments
Oklahoma
$5.35K +$5.35K +120 New
RWM
144
Ruedi Wealth Management
Illinois
$3.21K -$937 -21 -23%
SWM
145
Spire Wealth Management
Virginia
$1.38K – – –
BHWM
146
Beaird Harris Wealth Management
Texas
$847 – – –
BAAM
147
Baker Avenue Asset Management
California
$579 – – –
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
– -$3.79M -91,411 Closed
Northern Trust
149
Northern Trust
Illinois
– -$558K -13,466 Closed
Prudential Financial
150
Prudential Financial
New Jersey
– -$280K -6,756 Closed
3 4 5
6
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