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iShares US Equity Factor ETF

154 hedge funds and large institutions have $1.18B invested in iShares US Equity Factor ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 65 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+7
Holders Change %
+4.76%
% of All Funds
2.46%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
16
Increased
38
Reduced
65
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$97.5K
AF
127
Advisornet Financial
Minnesota
$97.1K
BAM
128
Bellevue Asset Management
Washington
$96K -$8.1K -187 -8%
AWM
129
Aspire Wealth Management
Massachusetts
$87.9K
US Bancorp
130
US Bancorp
Minnesota
$82.6K +$2.04K +47 +3%
CT
131
Colonial Trust
South Carolina
$81.1K -$7.93K -183 -9%
BC
132
Barrett & Company
Rhode Island
$64.8K
SS
133
Sunbelt Securities
Texas
$55.1K -$910 -21 -2%
William Blair & Company
134
William Blair & Company
Illinois
$51.3K
HWP
135
Hibernia Wealth Partners
Louisiana
$40.1K +$40.1K +926 New
RIA
136
Realta Investment Advisors
Delaware
$31.3K
IF
137
Integrity Financial
Wyoming
$25.6K +$19K +439 +289%
AT
138
Avalon Trust
New Mexico
$25.1K -$38.8K -895 -61%
CFD
139
Creative Financial Designs
Indiana
$20.5K +$3.25K +75 +19%
WWM
140
Wolff Wiese Magana
California
$18.2K
CFGS
141
Concourse Financial Group Securities
Alabama
$17.4K
HWA
142
HHM Wealth Advisors
Tennessee
$17.3K
Comerica Bank
143
Comerica Bank
Texas
$15.6K +$15.6K +359 New
BWP
144
Baldwin Wealth Partners
Massachusetts
$15.2K
IA
145
IFP Advisors
Florida
$14.6K -$2.77K -64 -16%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$13.4K
OP
147
ORG Partners
Indiana
$13.4K -$19.2K -443 -59%
BLC
148
Brown, Lisle/Cummings
Rhode Island
$9.1K
CCA
149
Column Capital Advisors
Indiana
$8.45K
CSPIA
150
Cary Street Partners Investment Advisory
Virginia
$7.36K +$7.36K +170 New