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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 %
AT
176
Avalon Trust
New Mexico
$35K – – –
OSAM
177
O'Shaughnessy Asset Management
Connecticut
$30.2K – – –
SAM
178
Synergy Asset Management
Washington
$29.4K +$29.4K +500 New
CFD
179
Creative Financial Designs
Indiana
$28.8K – – –
GWANC
180
Guardian Wealth Advisors (North Carolina)
North Carolina
$27.3K +$27.3K +452 New
WWM
181
Wolff Wiese Magana
California
$25.3K – – –
AIP
182
Alexis Investment Partners
Texas
$22.1K +$22.1K +366 New
TSMHT
183
Thurston Springer Miller Herd & Titak
Indiana
$21.9K – – –
RWM
184
Rialto Wealth Management
New York
$21.7K +$21.7K +359 New
BBHC
185
Brown Brothers Harriman & Co
New York
$20.6K +$20.6K +342 New
AWM
186
AE Wealth Management
Kansas
$19.9K +$19.9K +329 New
HBW
187
Hazlett, Burt & Watson
West Virginia
$19K +$19K +319 New
Comerica Bank
188
Comerica Bank
Texas
$15.9K -$5.01K -83 -24%
BLC
189
Brown, Lisle/Cummings
Rhode Island
$12.7K – – –
US Bancorp
190
US Bancorp
Minnesota
$10.1K – – –
BOJHT
191
Bank of Jackson Hole Trust
Wyoming
$9.84K +$9.84K +163 New
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$5.73K – – –
RIA
193
Realta Investment Advisors
Delaware
$5.57K -$16.6K -271 -75%
IRC
194
Investors Research Corp
Georgia
$5.19K – – –
IA
195
IFP Advisors
Florida
$3.74K – – –
VHAM
196
Van Hulzen Asset Management
California
$3.02K +$3.02K +50 New
CAS
197
Coppell Advisory Solutions
Texas
$2.97K – – –
SFC
198
SYM Financial Corp
Indiana
$2.29K +$2.29K +38 New
CA
199
Continuum Advisory
Idaho
$1.45K – – –
SAM
200
Smartleaf Asset Management
Massachusetts
$1.27K – – –
5 6 7
8
9