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iShares US Equity Factor ETF
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Overview Fund Activity

121 hedge funds and large institutions have $769M invested in iShares US Equity Factor ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 7 closing their positions.

Holders
121
Holders Change
+6
Holders Change %
+5.22%
% of All Funds
2.63%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
16
Increased
42
Reduced
48
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Strategic Financial Services
New York
$37.5M
2
NAM
2
North American Management
Massachusetts
$10.1M
3
PAG
3
Private Advisor Group
New Jersey
$14.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.6M
5
ECG
5
Edge Capital Group
Georgia
$4.03M

Top Sellers

1
BlackRock
1
BlackRock
New York
$75.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$369K
3
Bank of America
3
Bank of America
North Carolina
$141M
4
UBS Group
4
UBS Group
Switzerland
$21.4M
5
Wells Fargo
5
Wells Fargo
California
$39.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$141M 4,449,939 -407,248 -8%
BlackRock
2
BlackRock
New York
$75.8M 2,387,827 -1,185,732 -33%
BDF
3
Balasa Dinverno & Foltz
$72.2M 2,274,306 -39,031 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$50.6M 1,592,709 +12,154 +0.8%
Wells Fargo
5
Wells Fargo
California
$39.8M 1,253,907 -176,128 -12%
SFS
6
Strategic Financial Services
New York
$37.5M 1,179,428 +397,199 +51%
CG
7
Colony Group
Massachusetts
$29M 913,969 -2,144 -0.2%
UBS Group
8
UBS Group
Switzerland
$21.4M 675,011 -367,898 -35%
Morgan Stanley
9
Morgan Stanley
New York
$19.6M 617,400 -21,345 -3%
SWM
10
SigFig Wealth Management
California
$16.8M 528,831 +69,005 +15%
PFM
11
Phillips Financial Management
Indiana
$16.8M 524,829 +89,568 +21%
IWC
12
Integrated Wealth Concepts
Massachusetts
$16.5M 520,619 -31,319 -6%
PAG
13
Private Advisor Group
New Jersey
$14.1M 444,805 +174,811 +65%
RPGK
14
Retirement Planning Group (Kansas)
Kansas
$13.3M 419,349 +22,614 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$12.6M 395,526 +131,869 +50%
NAM
16
North American Management
Massachusetts
$10.1M 319,281 +319,281 New
LPL Financial
17
LPL Financial
California
$9.06M 285,282 +60,141 +27%
LWS
18
Lucia Wealth Services
California
$8.63M 271,760 -71,312 -21%
CCA
19
Clearwater Capital Advisors
Illinois
$8.59M 270,553 +121,222 +81%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$8.55M 267,900 -23,042 -8%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$8.37M 263,550 -111,770 -30%
Ameriprise
22
Ameriprise
Minnesota
$8.17M 257,463 -24,603 -9%
CPO
23
Cerity Partners OCIO
New York
$6.2M 195,059 +7,978 +4%
TC
24
Trilogy Capital
California
$5.88M 182,780 -3,802 -2%
FM
25
Foster & Motley
Ohio
$5.47M 172,205 +22,356 +15%
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