LRGF icon

iShares US Equity Factor ETF

115 hedge funds and large institutions have $682M invested in iShares US Equity Factor ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 10 closing their positions.

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
2.04%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
14
Increased
35
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFS
1
Strategic Financial Services
New York
$166M 4,414,600 +9,588 +0.2%
Bank of America
2
Bank of America
North Carolina
$76.4M 2,026,952 -982,609 -33%
Morgan Stanley
3
Morgan Stanley
New York
$36.3M 962,402 +30,675 +3%
CG
4
Colony Group
Massachusetts
$34.9M 926,090 -69,697 -7%
CCA
5
Clearwater Capital Advisors
Illinois
$34.6M 917,416 +58,145 +7%
PFM
6
Phillips Financial Management
Indiana
$27.5M 728,805 -16,528 -2%
Goldman Sachs
7
Goldman Sachs
New York
$20.2M 535,508 -58,492 -10%
Wells Fargo
8
Wells Fargo
California
$19.8M 525,861 +134 +0%
NAM
9
North American Management
Massachusetts
$19.3M 511,717 +6,618 +1%
BWCS
10
Beirne Wealth Consulting Services
Connecticut
$16.5M 438,553 -36 -0%
KWM
11
Keebeck Wealth Management
Illinois
$15.2M 403,641 +20,251 +5%
HighTower Advisors
12
HighTower Advisors
Illinois
$10M 266,692 +247,788 +1,311%
HB
13
Homrich & Berg
Georgia
$9.76M 259,055 -203 -0.1%
Cerity Partners
14
Cerity Partners
New York
$9M 238,789 -23,031 -9%
FM
15
Foster & Motley
Ohio
$8.1M 215,049 -8,013 -4%
Osaic Holdings
16
Osaic Holdings
Arizona
$7.9M 209,605 -36,549 -15%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$7.77M 206,246 +2,103 +1%
WFA
18
Wade Financial Advisory
California
$7.68M 203,886 +175,961 +630%
BDF
19
Balasa Dinverno & Foltz
$7.46M 198,003 -5,524 -3%
FCT
20
Family Capital Trust
Massachusetts
$7.27M 192,996 +942 +0.5%
PL
21
Plancorp LLC
Missouri
$7.26M 192,820 +152,702 +381%
CPO
22
Cerity Partners OCIO
New York
$7.14M 189,546 -3,972 -2%
Ameriprise
23
Ameriprise
Minnesota
$7.09M 188,294 +9,073 +5%
FAAM
24
First Ascent Asset Management
Colorado
$7.06M 187,473 +39,957 +27%
AA
25
Addison Advisors
Vermont
$7.05M 187,250 +187,250 New