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iShares US Equity Factor ETF

173 hedge funds and large institutions have $1.54B invested in iShares US Equity Factor ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+20
Holders Change %
+13.07%
% of All Funds
2.51%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
27
Increased
61
Reduced
60
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BTWM
126
Brass Tax Wealth Management
Ohio
$228K +$228K +4,246 New
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$226K
AHC
128
Anderson Hoagland & Co
Missouri
$221K -$48.3K -915 -18%
PCIA
129
Prime Capital Investment Advisors
Kansas
$215K +$215K +4,003 New
KCM
130
Kanawha Capital Management
Virginia
$215K +$215K +3,995 New
IWM
131
IHT Wealth Management
Illinois
$211K +$211K +3,913 New
FPW
132
Flagship Private Wealth
Massachusetts
$210K -$15.7K -291 -7%
DJFS
133
Dean Jacobson Financial Services
Texas
$209K +$209K +3,887 New
BFG
134
Bouchey Financial Group
New York
$207K +$207K +3,845 New
CIR
135
Clear Investment Research
Georgia
$205K
Qube Research & Technologies (QRT)
136
Qube Research & Technologies (QRT)
United Kingdom
$194K -$147K -2,735 -43%
ACA
137
Aptus Capital Advisors
Alabama
$189K +$189K +3,517 New
CWC
138
Carolinas Wealth Consulting
North Carolina
$146K -$35K -650 -19%
EWA
139
EverSource Wealth Advisors
Alabama
$136K -$29.2K -567 -18%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$133K +$4.09K +76 +3%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$132K
AF
142
Advisornet Financial
Minnesota
$122K +$377 +7 +0.3%
GWM
143
Geneos Wealth Management
Colorado
$113K -$8.34K -155 -7%
AWM
144
Aspire Wealth Management
Massachusetts
$109K +$108 +2 +0.1%
WA
145
Waverly Advisors
Alabama
$104K +$104K +1,932 New
MG
146
Mather Group
Illinois
$103K +$103K +2,130 New
BC
147
Barrett & Company
Rhode Island
$80.5K
CA
148
Clearstead Advisors
Ohio
$71.7K
SS
149
Sunbelt Securities
Texas
$68.6K +$54 +1 +0.1%
William Blair & Company
150
William Blair & Company
Illinois
$63.8K