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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

203 hedge funds and large institutions have $2.02B invested in iShares US Equity Factor ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+13
Holders Change %
+6.84%
% of All Funds
2.7%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
29
Increased
70
Reduced
66
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$91.4M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$66.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$40.4M
4
AFG
4
Atomi Financial Group
New York
$37.4M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$202M

Top Sellers

1
SFS
1
Strategic Financial Services
New York
$222M
2
TWM
2
Tolleson Wealth Management
Texas
$111M
3
PFM
3
Phillips Financial Management
Indiana
$25.2M
4
SFO
4
Stokes Family Office
Louisiana
$21.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
151
Colonial Trust Advisors
South Carolina
$234K -$67.5K -1,118 -22%
TSS
152
Two Sigma Securities
New York
$232K +$232K +3,841 New
BFG
153
Bouchey Financial Group
New York
$226K -$6.04K -100 -3%
WF
154
WinCap Financial
Massachusetts
$221K +$221K +3,660 New
IWM
155
IHT Wealth Management
Illinois
$217K -$11.3K -188 -5%
KFGK
156
Keystone Financial Group (Kentucky)
Kentucky
$206K -$604 -10 -0.3%
CWC
157
Carolinas Wealth Consulting
North Carolina
$170K +$5.49K +91 +3%
MAM
158
Morse Asset Management
Connecticut
$161K +$161K +2,664 New
CIR
159
Clear Investment Research
Georgia
$155K -$8.87K -147 -5%
EWA
160
EverSource Wealth Advisors
Alabama
$142K +$362 +6 +0.3%
AF
161
Advisornet Financial
Minnesota
$138K +$483 +8 +0.4%
HWM
162
Hemington Wealth Management
Virginia
$127K – – –
GWM
163
Geneos Wealth Management
Colorado
$101K -$21K -348 -17%
PS
164
Principal Securities
Iowa
$94.2K +$94.2K +1,561 New
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$92.3K – – –
CA
166
Clearstead Advisors
Ohio
$92.2K – – –
BC
167
Barrett & Company
Rhode Island
$90.3K – – –
AssetMark Inc
168
AssetMark Inc
California
$89.8K +$82.9K +1,374 +1,205%
William Blair & Company
169
William Blair & Company
Illinois
$71.5K – – –
SS
170
Sunbelt Securities
Texas
$70.5K -$5.64K -93 -7%
OP
171
ORG Partners
Indiana
$46.3K +$60 +1 +0.1%
MG
172
Mather Group
Illinois
$46.2K -$16.8K -278 -27%
BAM
173
Bellevue Asset Management
Washington
$39K -$3.57K -59 -8%
CFGS
174
Concourse Financial Group Securities
Alabama
$37.5K – – –
IF
175
Integrity Financial
Wyoming
$35.7K – – –
5 6
7
8 9