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iShares US Equity Factor ETF
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Overview Fund Activity

110 hedge funds and large institutions have $533M invested in iShares US Equity Factor ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
2.43%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
14
Increased
26
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Strategic Financial Services
New York
$74.2M
2
PPW
2
Pasadena Private Wealth
California
$8.86M
3
RW
3
RVW Wealth
California
$7.31M
4
SFSG
4
Stearns Financial Services Group
North Carolina
$7.17M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.8M

Top Sellers

1
BDF
1
Balasa Dinverno & Foltz
$35.3M
2
PAG
2
Private Advisor Group
New Jersey
$1.2M
3
Bank of America
3
Bank of America
North Carolina
$110M
4
UBS Group
4
UBS Group
Switzerland
$9.57M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$17M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$110M 4,165,070 -243,851 -6%
SFS
2
Strategic Financial Services
New York
$74.2M 2,806,340 +1,011,842 +56%
BDF
3
Balasa Dinverno & Foltz
$35.3M 1,334,801 -917,942 -41%
CG
4
Colony Group
Massachusetts
$28.8M 1,087,730 +196,763 +22%
Wells Fargo
5
Wells Fargo
California
$21M 793,033 -60,196 -7%
PFM
6
Phillips Financial Management
Indiana
$17.1M 681,287 +42,110 +7%
CCA
7
Clearwater Capital Advisors
Illinois
$17.1M 647,127 -33,433 -5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$17M 642,009 -178,354 -22%
Morgan Stanley
9
Morgan Stanley
New York
$15.8M 595,539 -69,954 -11%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$10.9M 410,420 +166,592 +68%
HB
11
Homrich & Berg
Georgia
$10.2M 385,000 -19,394 -5%
UBS Group
12
UBS Group
Switzerland
$9.57M 361,755 -235,764 -39%
IWC
13
Integrated Wealth Concepts
Massachusetts
$9.37M 354,092 -41,033 -10%
BlackRock
14
BlackRock
New York
$9.16M 346,444 +1,188 +0.3%
PPW
15
Pasadena Private Wealth
California
$8.86M 312,921 +312,921 New
NAM
16
North American Management
Massachusetts
$8.77M 331,461 +8,315 +3%
BWCS
17
Beirne Wealth Consulting Services
Connecticut
$8.61M 325,334 +61,940 +24%
RW
18
RVW Wealth
California
$7.31M 276,473 +276,473 New
SFSG
19
Stearns Financial Services Group
North Carolina
$7.17M 270,957 +270,957 New
Osaic Holdings
20
Osaic Holdings
Arizona
$6.8M 273,832 +273,832 New
LPL Financial
21
LPL Financial
California
$6M 226,968 -33,675 -13%
FM
22
Foster & Motley
Ohio
$6M 226,728 +36,143 +19%
Cerity Partners
23
Cerity Partners
New York
$5.58M 210,819 +1,934 +0.9%
CPO
24
Cerity Partners OCIO
New York
$5.15M 194,773 -1,736 -0.9%
SHIM
25
Stone House Investment Management
Pennsylvania
$5.15M 194,606 +77,101 +66%
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