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iShares US Equity Factor ETF

115 hedge funds and large institutions have $649M invested in iShares US Equity Factor ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 53 reducing their positions, and 14 closing their positions.

Holders
115
Holders Change
-6
Holders Change %
-4.96%
% of All Funds
2.53%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.15%
New
8
Increased
38
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$139M 4,340,990 -108,949 -2%
BDF
2
Balasa Dinverno & Foltz
$70.7M 2,216,333 -57,973 -3%
SFS
3
Strategic Financial Services
New York
$38.2M 1,195,552 +16,124 +1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$29M 907,680 -685,029 -43%
CG
5
Colony Group
Massachusetts
$28.3M 886,797 -27,172 -3%
Wells Fargo
6
Wells Fargo
California
$28.2M 883,214 -370,693 -30%
BlackRock
7
BlackRock
New York
$23.9M 750,291 -1,637,536 -69%
Morgan Stanley
8
Morgan Stanley
New York
$22.5M 704,144 +86,744 +14%
UBS Group
9
UBS Group
Switzerland
$20.6M 643,937 -31,074 -5%
PFM
10
Phillips Financial Management
Indiana
$18.5M 578,569 +53,740 +10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$14.7M 459,968 +64,442 +16%
CCA
12
Clearwater Capital Advisors
Illinois
$14.2M 445,326 +174,773 +65%
PAG
13
Private Advisor Group
New Jersey
$14M 436,803 -8,002 -2%
IWC
14
Integrated Wealth Concepts
Massachusetts
$12.3M 384,172 -136,447 -26%
NAM
15
North American Management
Massachusetts
$10.3M 323,029 +3,748 +1%
LPL Financial
16
LPL Financial
California
$9.25M 289,900 +4,618 +2%
Ameriprise
17
Ameriprise
Minnesota
$8.09M 254,007 -3,456 -1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$8.05M 252,207 -11,343 -4%
LWS
19
Lucia Wealth Services
California
$7.86M 246,149 -25,611 -9%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$7.69M 240,943 -26,957 -10%
CPO
21
Cerity Partners OCIO
New York
$6.31M 197,699 +2,640 +1%
Cerity Partners
22
Cerity Partners
New York
$6.13M 192,034 +25,523 +15%
BWCS
23
Beirne Wealth Consulting Services
Connecticut
$5.86M 183,649 +22,394 +14%
FM
24
Foster & Motley
Ohio
$5.75M 180,131 +7,926 +5%
TC
25
Trilogy Capital
California
$5.66M 179,588 -3,192 -2%