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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

190 hedge funds and large institutions have $1.88B invested in iShares US Equity Factor ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
2.75%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
13
Increased
67
Reduced
66
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Affinity Wealth Management
Delaware
+$30.4M
2
KIM
Kestra Investment Management
Texas
+$13.4M
3
AFG
Atomi Financial Group
New York
+$9.83M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$6.95M
5
HHGA
Halbert Hargrove Global Advisors
California
+$3.63M

Top Sellers

1
SFO
Stokes Family Office
Louisiana
-$9.4M
2
RHP
Royal Harbor Partners
Texas
-$7.69M
3
SFS
Strategic Financial Services
New York
-$5.41M
4
TWM
Tolleson Wealth Management
Texas
-$4.49M
5
Morgan Stanley
Morgan Stanley
New York
-$4.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAI
126
Savvy Advisors Inc
New York
$320K +$320K +5,447 New
Fidelity Investments
127
Fidelity Investments
Massachusetts
$319K +$157K +2,670 +97%
ACA
128
Aptus Capital Advisors
Alabama
$317K +$118K +2,003 +59%
P
129
&Partners
Tennessee
$310K +$95.7K +1,628 +45%
BTW
130
Boston Trust Walden
Massachusetts
$301K – – –
CTA
131
Colonial Trust Advisors
South Carolina
$294K +$353 +6 +0.1%
NA
132
NewEdge Advisors
Louisiana
$287K +$470 +8 +0.2%
SRCM
133
Signature Resources Capital Management
California
$275K -$387K -6,593 -58%
MCM
134
MAI Capital Management
Ohio
$270K -$15.3K -260 -5%
SPIA
135
Steward Partners Investment Advisory
New York
$266K – – –
JWM
136
JGP Wealth Management
Oregon
$261K +$25.4K +433 +11%
SIC
137
Sterling Investment Counsel
New York
$256K +$256K +4,361 New
BFPW
138
BOK Financial Private Wealth
Colorado
$250K – – –
BTWM
139
Brass Tax Wealth Management
Ohio
$250K – – –
AHC
140
Anderson Hoagland & Co
Missouri
$247K – – –
CM
141
Columbus Macro
Pennsylvania
$243K – – –
KCM
142
Kanawha Capital Management
Virginia
$235K – – –
PCIA
143
Prime Capital Investment Advisors
Kansas
$234K -$882 -15 -0.4%
FPW
144
Flagship Private Wealth
Massachusetts
$230K +$1.12K +19 +0.5%
DJFS
145
Dean Jacobson Financial Services
Texas
$228K – – –
BFG
146
Bouchey Financial Group
New York
$226K – – –
IWM
147
IHT Wealth Management
Illinois
$222K -$4.94K -84 -2%
KFGK
148
Keystone Financial Group (Kentucky)
Kentucky
$201K +$201K +3,424 New
CWC
149
Carolinas Wealth Consulting
North Carolina
$160K +$470 +8 +0.3%
CIR
150
Clear Investment Research
Georgia
$160K -$64.6K -1,100 -29%
4 5
6
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