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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

187 hedge funds and large institutions have $1.74B invested in iShares US Equity Factor ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 67 reducing their positions, and 9 closing their positions.

Holders
187
Holders Change
+14
Holders Change %
+8.09%
% of All Funds
2.72%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
25
Increased
57
Reduced
67
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$179M
2
AFG
2
Atomi Financial Group
New York
$17.6M
3
SEIA
3
Signature Estate & Investment Advisors
California
$6.64M
4
AG
4
AlTi Global
New York
$5.93M
5
Wells Fargo
5
Wells Fargo
California
$103M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$34.1M
2
SFO
2
Stokes Family Office
Louisiana
$31.6M
3
CBFP
3
Cedar Brook Financial Partners
Ohio
$0
4
PFM
4
Phillips Financial Management
Indiana
$29.8M
5
CW
5
CreativeOne Wealth
Kansas
$694K
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
176
Hershey Financial Advisers
Pennsylvania
$8.63K +$8.63K +155 New
TCOV
177
Trust Company of Vermont
Vermont
$5.12K +$5.12K +92 New
IRC
178
Investors Research Corp
Georgia
$4.79K – – –
IA
179
IFP Advisors
Florida
$3.45K – – –
TRCT
180
Tower Research Capital (TRC)
New York
$3.29K -$262K -4,696 -99%
AssetMark Inc
181
AssetMark Inc
California
$3.06K +$1.11K +20 +57%
CAS
182
Coppell Advisory Solutions
Texas
$2.73K +$2.73K +49 New
MRCM
183
M&R Capital Management
New Jersey
$2.62K – – –
SWM
184
Spire Wealth Management
Virginia
$1.73K – – –
GTAM
185
Global Trust Asset Management
Florida
$1.39K – – –
CA
186
Continuum Advisory
Idaho
$1.34K – – –
SAM
187
Smartleaf Asset Management
Massachusetts
$1.17K – – –
CBFP
188
Cedar Brook Financial Partners
Ohio
– -$6.57M -122,073 Closed
SOS
189
Silver Oak Securities
Tennessee
– -$996K -18,503 Closed
GM
190
GeoWealth Management
Illinois
– -$889K -16,530 Closed
LNC
191
Lincoln National Corp
Pennsylvania
– -$604K -11,224 Closed
Jane Street
192
Jane Street
New York
– -$455K -8,452 Closed
WA
193
Waverly Advisors
Alabama
– -$104K -1,932 Closed
WIC
194
Woodmont Investment Counsel
Tennessee
– -$53.8K -1,000 Closed
PCM
195
Penserra Capital Management
California
– -$7K -144 Closed
DJSG
196
D.J. St. Germain
Massachusetts
– -$4.36K -81 Closed
4 5 6 7
8