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iShares US Equity Factor ETF

110 hedge funds and large institutions have $620M invested in iShares US Equity Factor ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 49 reducing their positions, and 16 closing their positions.

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
2.26%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
17
Increased
34
Reduced
49
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFS
1
Strategic Financial Services
New York
$132M 4,263,510 +1,457,170 +52%
Bank of America
2
Bank of America
North Carolina
$113M 3,621,745 -543,325 -13%
BDF
3
Balasa Dinverno & Foltz
$45.3M 1,458,775 +123,974 +9%
CG
4
Colony Group
Massachusetts
$34.1M 1,096,642 +8,912 +0.8%
CCA
5
Clearwater Capital Advisors
Illinois
$26.1M 838,594 +191,467 +30%
PFM
6
Phillips Financial Management
Indiana
$23.1M 745,058 +63,771 +9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$18.9M 608,530 -33,479 -5%
Wells Fargo
8
Wells Fargo
California
$18.8M 603,802 -189,231 -24%
Goldman Sachs
9
Goldman Sachs
New York
$18.5M 594,000 +594,000 New
Morgan Stanley
10
Morgan Stanley
New York
$16.6M 533,717 -61,822 -10%
BWCS
11
Beirne Wealth Consulting Services
Connecticut
$13.4M 431,847 +106,513 +33%
NAM
12
North American Management
Massachusetts
$10.1M 323,855 -7,606 -2%
SFSG
13
Stearns Financial Services Group
North Carolina
$8.69M 279,654 +8,697 +3%
HB
14
Homrich & Berg
Georgia
$8.2M 264,052 -120,948 -31%
Cerity Partners
15
Cerity Partners
New York
$7.91M 254,557 +43,738 +21%
Osaic Holdings
16
Osaic Holdings
Arizona
$7.26M 233,544 -40,288 -15%
FM
17
Foster & Motley
Ohio
$6.84M 220,006 -6,722 -3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.18M 198,897 +29,722 +18%
CPO
19
Cerity Partners OCIO
New York
$6.15M 197,926 +3,153 +2%
Ameriprise
20
Ameriprise
Minnesota
$5.83M 187,672 +15,577 +9%
WIA
21
World Investment Advisors
California
$5.76M 171,637 +171,637 New
LPL Financial
22
LPL Financial
California
$5.63M 181,135 -45,833 -20%
SHIM
23
Stone House Investment Management
Pennsylvania
$5.4M 173,728 -20,878 -11%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5.24M 168,690 -16,191 -9%
TC
25
Trilogy Capital
California
$4.81M 148,963 +3,977 +3%