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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

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
–

Top Buyers

1
CSIA
1
Conrad Siegel Investment Advisors
Pennsylvania
$23.3M
2
EL
2
EWA LLC
Pennsylvania
$21.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17M
4
HHGA
4
Halbert Hargrove Global Advisors
California
$34.9M
5
TWM
5
Tolleson Wealth Management
Texas
$111M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.2M
2
SFO
2
Stokes Family Office
Louisiana
$41.4M
3
PFA
3
Pettinga Financial Advisors
Indiana
$23.4M
4
CW
4
CreativeOne Wealth
Kansas
$2.55M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
151
Woodmont Investment Counsel
Tennessee
$53.8K +$53.8K +1,000 New
BAM
152
Bellevue Asset Management
Washington
$46.9K -$18.7K -348 -29%
RIA
153
Realta Investment Advisors
Delaware
$39.9K +$39.9K +742 New
CT
154
Colonial Trust
South Carolina
$32.3K -$84.6K -1,573 -72%
CFGS
155
Concourse Financial Group Securities
Alabama
$32.2K – – –
IF
156
Integrity Financial
Wyoming
$31.8K – – –
AT
157
Avalon Trust
New Mexico
$31.2K – – –
CFD
158
Creative Financial Designs
Indiana
$28.3K -$1.24K -23 -4%
WWM
159
Wolff Wiese Magana
California
$22.6K – – –
Comerica Bank
160
Comerica Bank
Texas
$19.3K – – –
BWP
161
Baldwin Wealth Partners
Massachusetts
$18.8K – – –
BLC
162
Brown, Lisle/Cummings
Rhode Island
$11.3K – – –
US Bancorp
163
US Bancorp
Minnesota
$8.99K -$53.8K -1,000 -86%
PCM
164
Penserra Capital Management
California
$7K +$7K +144 New
IRC
165
Investors Research Corp
Georgia
$4.63K +$4.63K +86 New
DJSG
166
D.J. St. Germain
Massachusetts
$4.36K +$4.36K +81 New
IA
167
IFP Advisors
Florida
$3.34K -$1.35K -25 -29%
MRCM
168
M&R Capital Management
New Jersey
$2.53K – – –
AssetMark Inc
169
AssetMark Inc
California
$1.88K -$60.3K -1,121 -97%
SWM
170
Spire Wealth Management
Virginia
$1.67K – – –
GTAM
171
Global Trust Asset Management
Florida
$1.35K – – –
CA
172
Continuum Advisory
Idaho
$1.28K +$1.28K +24 New
SAM
173
Smartleaf Asset Management
Massachusetts
$1.13K – – –
KFGK
174
Keystone Financial Group (Kentucky)
Kentucky
– -$220K -4,557 Closed
OFG
175
Oxford Financial Group
Indiana
– -$205K -4,245 Closed
4 5 6
7
8