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iShares US Equity Factor ETF

114 hedge funds and large institutions have $706M invested in iShares US Equity Factor ETF in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
2.25%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
15
Increased
35
Reduced
45
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
$152M 4,408,921 +67,931 +2%
BDF
2
Balasa Dinverno & Foltz
$77.7M 2,252,743 +36,410 +2%
SFS
3
Strategic Financial Services
New York
$61.9M 1,794,498 +598,946 +50%
CG
4
Colony Group
Massachusetts
$30.7M 890,967 +4,170 +0.5%
Wells Fargo
5
Wells Fargo
California
$29.4M 853,229 -29,985 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$28.3M 820,363 -87,317 -10%
CCA
7
Clearwater Capital Advisors
Illinois
$23.5M 680,560 +235,234 +53%
Morgan Stanley
8
Morgan Stanley
New York
$22.9M 665,493 -38,651 -5%
PFM
9
Phillips Financial Management
Indiana
$22M 639,177 +60,608 +10%
UBS Group
10
UBS Group
Switzerland
$20.6M 597,519 -46,418 -7%
PAG
11
Private Advisor Group
New Jersey
$14.8M 428,190 -8,613 -2%
HB
12
Homrich & Berg
Georgia
$13.9M 404,394 +404,394 New
IWC
13
Integrated Wealth Concepts
Massachusetts
$13.6M 395,125 +10,953 +3%
BlackRock
14
BlackRock
New York
$11.9M 345,256 -405,035 -54%
NAM
15
North American Management
Massachusetts
$11.1M 323,146 +117 +0%
Ameriprise
16
Ameriprise
Minnesota
$9.3M 269,714 +15,707 +6%
BWCS
17
Beirne Wealth Consulting Services
Connecticut
$9.08M 263,394 +79,745 +43%
LPL Financial
18
LPL Financial
California
$8.99M 260,643 -29,257 -10%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$8.41M 243,828 -8,379 -3%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$8.09M 234,108 -6,835 -3%
Cerity Partners
21
Cerity Partners
New York
$7.2M 208,885 +16,851 +9%
LWS
22
Lucia Wealth Services
California
$6.94M 201,176 -44,973 -18%
CPO
23
Cerity Partners OCIO
New York
$6.91M 196,509 -1,190 -0.6%
FM
24
Foster & Motley
Ohio
$6.57M 190,585 +10,454 +6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$6.12M 177,576 -282,392 -61%