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iShares US Equity Factor ETF

153 hedge funds and large institutions have $1.37B invested in iShares US Equity Factor ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 56 reducing their positions, and 14 closing their positions.

Holders
153
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
2.24%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
17
Increased
58
Reduced
56
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
126
Advisornet Financial
Minnesota
$109K +$918 +19 +0.8%
BWM
127
BKM Wealth Management
Wisconsin
$109K +$109K +2,254 New
GWM
128
Geneos Wealth Management
Colorado
$109K
CT
129
Colonial Trust
South Carolina
$105K +$14.5K +300 +16%
AWM
130
Aspire Wealth Management
Massachusetts
$98.2K +$193 +4 +0.2%
BC
131
Barrett & Company
Rhode Island
$72.2K
CA
132
Clearstead Advisors
Ohio
$64.6K -$64.6K -1,338 -50%
SS
133
Sunbelt Securities
Texas
$61.6K +$97 +2 +0.2%
BAM
134
Bellevue Asset Management
Washington
$58.9K -$48.1K -997 -45%
William Blair & Company
135
William Blair & Company
Illinois
$57.2K
US Bancorp
136
US Bancorp
Minnesota
$56.4K -$35.7K -740 -39%
AssetMark Inc
137
AssetMark Inc
California
$55.8K -$60.6K -1,254 -52%
TRCT
138
Tower Research Capital (TRC)
New York
$51.3K -$336K -6,968 -87%
OP
139
ORG Partners
Indiana
$40.5K +$25.6K +529 +171%
CFGS
140
Concourse Financial Group Securities
Alabama
$28.9K +$9.61K +199 +50%
IF
141
Integrity Financial
Wyoming
$28.5K
AT
142
Avalon Trust
New Mexico
$28K
CFD
143
Creative Financial Designs
Indiana
$26.5K +$3.62K +75 +16%
WWM
144
Wolff Wiese Magana
California
$20.3K
HWA
145
HHM Wealth Advisors
Tennessee
$19.3K
Comerica Bank
146
Comerica Bank
Texas
$17.3K
BWP
147
Baldwin Wealth Partners
Massachusetts
$16.9K
BLC
148
Brown, Lisle/Cummings
Rhode Island
$10.1K
IA
149
IFP Advisors
Florida
$4.2K -$12.1K -251 -74%
MRCM
150
M&R Capital Management
New Jersey
$2.27K