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iShares US Equity Factor ETF

115 hedge funds and large institutions have $684M invested in iShares US Equity Factor ETF in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 15 closing their positions.

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
27
Increased
45
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$150M 5,381,484 +1,028,794 +24%
Bank of America
2
Bank of America
North Carolina
$105M 3,776,731 -1,944,562 -34%
BDF
3
Balasa Dinverno & Foltz
$61.1M 2,193,534 +12,028 +0.6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$41.8M 1,501,248 -120,762 -7%
Wells Fargo
5
Wells Fargo
California
$38.9M 1,395,777 +183,368 +15%
UBS Group
6
UBS Group
Switzerland
$27M 969,513 +232,080 +31%
CG
7
Colony Group
Massachusetts
$25.9M 931,115 +144,932 +18%
Morgan Stanley
8
Morgan Stanley
New York
$16.7M 598,940 +55,663 +10%
SWM
9
SigFig Wealth Management
California
$11.1M 401,072 +46,089 +13%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$9.81M 352,240 +352,240 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$9.31M 334,208 -426,868 -56%
Ameriprise
12
Ameriprise
Minnesota
$8.53M 316,837 +98,776 +45%
PFM
13
Phillips Financial Management
Indiana
$8.43M 302,408 +245,322 +430%
LWS
14
Lucia Wealth Services
California
$8.02M 287,913 -102,281 -26%
SLF
15
Sun Life Financial
Ontario, Canada
$7.92M 284,088
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$7.89M 282,256 +120,777 +75%
PAG
17
Private Advisor Group
New Jersey
$7.43M 266,826 +6,315 +2%
Goldman Sachs
18
Goldman Sachs
New York
$7.13M 256,002 -111,335 -30%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$6.81M 244,510 +244,510 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.6M 236,701 +135,453 +134%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.28M 225,290 -28,752 -11%
TC
22
Trilogy Capital
California
$5.3M 190,296 -8,293 -4%
CPO
23
Cerity Partners OCIO
New York
$5.08M 182,260 +28,290 +18%
FFA
24
First Foundation Advisors
California
$4.96M 178,180 -80,281 -31%
Cerity Partners
25
Cerity Partners
New York
$4.88M 175,071 -15,231 -8%