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iShares US Equity Factor ETF
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Overview Fund Activity

104 hedge funds and large institutions have $814M invested in iShares US Equity Factor ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+19
Holders Change %
+22.35%
% of All Funds
2.38%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
28
Increased
45
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BDF
Balasa Dinverno & Foltz
$73.3M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$54.5M
3
Wells Fargo
Wells Fargo
California
$40.8M
4
LWS
Lucia Wealth Services
California
$13.1M
5
Bank of America
Bank of America
North Carolina
$192M

Top Sellers

1
Citigroup
Citigroup
New York
$158K
2
SLF
Sun Life Financial
Ontario, Canada
$9.55M
3
BlackRock
BlackRock
New York
$146M
4
CWM
Cornerstone Wealth Management
Missouri
$0
5
Morgan Stanley
Morgan Stanley
New York
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$192M +$12.5M +371,493 +7%
BlackRock
2
BlackRock
New York
$146M -$22.2M -661,528 -13%
BDF
3
Balasa Dinverno & Foltz
$73.3M +$73.3M +2,181,506 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$54.5M +$28.5M +848,305 +110%
Wells Fargo
5
Wells Fargo
California
$40.8M +$13.8M +410,915 +51%
CG
6
Colony Group
Massachusetts
$26.4M -$134K -3,990 -0.5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$25.6M +$7.52M +223,825 +42%
UBS Group
8
UBS Group
Switzerland
$24.8M +$4.26M +126,848 +21%
RI
9
RPTC Inc
Wyoming
$19.5M +$421K +12,515 +2%
Morgan Stanley
10
Morgan Stanley
New York
$18.3M -$5.91M -175,801 -24%
LWS
11
Lucia Wealth Services
California
$13.1M +$13.1M +390,194 New
Goldman Sachs
12
Goldman Sachs
New York
$12.4M +$12.4M +367,337 New
SWM
13
SigFig Wealth Management
California
$11.9M +$3.43M +102,024 +40%
SLF
14
Sun Life Financial
Ontario, Canada
$9.55M -$48M -1,426,461 -83%
PAG
15
Private Advisor Group
New Jersey
$8.76M +$7.56M +224,741 +628%
FFA
16
First Foundation Advisors
California
$8.69M +$5.04M +149,998 +138%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$8.54M +$3.27M +97,364 +62%
Ameriprise
18
Ameriprise
Minnesota
$7.32M -$3.52M -104,670 -32%
TC
19
Trilogy Capital
California
$6.68M +$172K +5,119 +3%
Comerica Bank
20
Comerica Bank
Texas
$6.66M +$193K +6,193 +3%
Cerity Partners
21
Cerity Partners
New York
$6.4M -$47.2K -1,404 -0.7%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$5.43M +$872K +25,927 +19%
CPO
23
Cerity Partners OCIO
New York
$5.18M +$239K +7,104 +5%
LPL Financial
24
LPL Financial
California
$4.71M +$1.66M +49,465 +55%
FM
25
Foster & Motley
Ohio
$4.53M +$241K +7,167 +6%
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