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iShares US Equity Factor ETF

115 hedge funds and large institutions have $803M invested in iShares US Equity Factor ETF in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
115
Holders Change
Holders Change %
0%
% of All Funds
2.49%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
13
Increased
51
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$151M 4,857,187 +1,080,456 +29%
BlackRock
2
BlackRock
New York
$111M 3,573,559 -1,807,925 -34%
BDF
3
Balasa Dinverno & Foltz
$71.8M 2,313,337 +119,803 +5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$49M 1,580,555 +79,307 +5%
Wells Fargo
5
Wells Fargo
California
$44.4M 1,430,035 +34,258 +2%
UBS Group
6
UBS Group
Switzerland
$32.4M 1,042,909 +73,396 +8%
CG
7
Colony Group
Massachusetts
$28.4M 916,113 -15,002 -2%
SFS
8
Strategic Financial Services
New York
$24.3M 782,229 +703,180 +890%
Morgan Stanley
9
Morgan Stanley
New York
$19.8M 638,745 +39,805 +7%
IWC
10
Integrated Wealth Concepts
Massachusetts
$17.1M 551,938 +497,518 +914%
Goldman Sachs
11
Goldman Sachs
New York
$17.1M 550,060 +294,058 +115%
SWM
12
SigFig Wealth Management
California
$14.3M 459,826 +58,754 +15%
PFM
13
Phillips Financial Management
Indiana
$13.7M 435,261 +132,853 +44%
RPGK
14
Retirement Planning Group (Kansas)
Kansas
$12.3M 396,735 +44,495 +13%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$11.6M 375,320 +41,112 +12%
LWS
16
Lucia Wealth Services
California
$10.6M 343,072 +55,159 +19%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$9.11M 290,942 +8,686 +3%
Ameriprise
18
Ameriprise
Minnesota
$8.75M 282,066 -34,771 -11%
PAG
19
Private Advisor Group
New Jersey
$8.38M 269,994 +3,168 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.18M 263,657 +26,956 +11%
LPL Financial
21
LPL Financial
California
$6.99M 225,141 +65,759 +41%
CPO
22
Cerity Partners OCIO
New York
$5.81M 187,081 +4,821 +3%
TC
23
Trilogy Capital
California
$5.79M 186,582 -3,714 -2%
PA
24
Parallel Advisors
California
$5.77M 185,919 +181,067 +3,732%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$5.69M 183,210 -42,080 -19%