LRGF icon

iShares US Equity Factor ETF

113 hedge funds and large institutions have $618M invested in iShares US Equity Factor ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
113
Holders Change
+3
Holders Change %
+2.73%
% of All Funds
2.29%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
15
Increased
44
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFS
1
Strategic Financial Services
New York
$146M 4,405,012 +141,502 +3%
Bank of America
2
Bank of America
North Carolina
$99.9M 3,009,561 -612,184 -17%
CG
3
Colony Group
Massachusetts
$33.1M 995,787 -100,855 -9%
Morgan Stanley
4
Morgan Stanley
New York
$30.9M 931,727 +398,010 +75%
CCA
5
Clearwater Capital Advisors
Illinois
$28.5M 859,271 +20,677 +2%
PFM
6
Phillips Financial Management
Indiana
$24.7M 745,333 +275 +0%
Goldman Sachs
7
Goldman Sachs
New York
$19.7M 594,000
Wells Fargo
8
Wells Fargo
California
$17.5M 525,727 -78,075 -13%
NAM
9
North American Management
Massachusetts
$16.8M 505,099 +181,244 +56%
BWCS
10
Beirne Wealth Consulting Services
Connecticut
$14.6M 438,589 +6,742 +2%
KWM
11
Keebeck Wealth Management
Illinois
$12.7M 383,390 +380,651 +13,897%
SFSG
12
Stearns Financial Services Group
North Carolina
$9.52M 286,852 +7,198 +3%
Cerity Partners
13
Cerity Partners
New York
$8.69M 261,820 +7,263 +3%
HB
14
Homrich & Berg
Georgia
$8.61M 259,258 -4,794 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$7.75M 246,154 +12,610 +5%
FM
16
Foster & Motley
Ohio
$7.41M 223,062 +3,056 +1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.78M 204,143 +5,246 +3%
BDF
18
Balasa Dinverno & Foltz
$6.76M 203,527 -1,255,248 -86%
CPO
19
Cerity Partners OCIO
New York
$6.43M 193,518 -4,408 -2%
FCT
20
Family Capital Trust
Massachusetts
$6.38M 192,054 +83,666 +77%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$6.08M 183,012 -425,518 -70%
Ameriprise
22
Ameriprise
Minnesota
$5.95M 179,221 -8,451 -5%
WIA
23
World Investment Advisors
California
$5.67M 170,808 -829 -0.5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5.47M 164,864 -3,826 -2%
FAAM
25
First Ascent Asset Management
Colorado
$4.9M 147,516 +34,559 +31%