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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

122 hedge funds and large institutions have $763M invested in iShares US Equity Factor ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 6 closing their positions.

Holders
122
Holders Change
+7
Holders Change %
+6.09%
% of All Funds
2.15%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
14
Increased
41
Reduced
48
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PL
1
Plancorp LLC
Missouri
$24.9M
2
AF
2
Allworth Financial
California
$8.28M
3
SFS
3
Strategic Financial Services
New York
$187M
4
Morgan Stanley
4
Morgan Stanley
New York
$44.8M
5
WANY
5
Wealthspire Advisors (New York)
New York
$5.34M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$65.6M
2
CG
2
Colony Group
Massachusetts
$35M
3
BAM
3
Bellevue Asset Management
Washington
$1.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$433K
5
HB
5
Homrich & Berg
Georgia
$9.61M
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
1
Strategic Financial Services
New York
$187M 4,599,178 +184,578 +4%
Bank of America
2
Bank of America
North Carolina
$65.6M 1,613,861 -413,091 -20%
Morgan Stanley
3
Morgan Stanley
New York
$44.8M 1,102,513 +140,111 +15%
CCA
4
Clearwater Capital Advisors
Illinois
$42.1M 1,035,410 +117,994 +13%
CG
5
Colony Group
Massachusetts
$35M 862,335 -63,755 -7%
PFM
6
Phillips Financial Management
Indiana
$29.6M 727,241 -1,564 -0.2%
PL
7
Plancorp LLC
Missouri
$24.9M 613,036 +420,216 +218%
Goldman Sachs
8
Goldman Sachs
New York
$22.3M 547,508 +12,000 +2%
Wells Fargo
9
Wells Fargo
California
$21.5M 529,228 +3,367 +0.6%
NAM
10
North American Management
Massachusetts
$21.5M 529,097 +17,380 +3%
BWCS
11
Beirne Wealth Consulting Services
Connecticut
$18M 442,917 +4,364 +1%
KWM
12
Keebeck Wealth Management
Illinois
$16.4M 402,657 -984 -0.2%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.8M 288,151 +78,546 +37%
HighTower Advisors
14
HighTower Advisors
Illinois
$10.7M 264,262 -2,430 -0.9%
HB
15
Homrich & Berg
Georgia
$9.61M 236,559 -22,496 -9%
Cerity Partners
16
Cerity Partners
New York
$9.24M 227,274 -11,515 -5%
FM
17
Foster & Motley
Ohio
$8.96M 220,389 +5,340 +2%
FAAM
18
First Ascent Asset Management
Colorado
$8.8M 216,576 +29,103 +16%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$8.51M 209,293 +3,047 +1%
WFA
20
Wade Financial Advisory
California
$8.43M 207,425 +3,539 +2%
AF
21
Allworth Financial
California
$8.28M 203,809 +187,034 +1,115%
Ameriprise
22
Ameriprise
Minnesota
$8.01M 197,435 +9,141 +5%
BDF
23
Balasa Dinverno & Foltz
$7.99M 196,520 -1,483 -0.7%
FCT
24
Family Capital Trust
Massachusetts
$7.95M 195,551 +2,555 +1%
CPO
25
Cerity Partners OCIO
New York
$7.72M 190,031 +485 +0.3%
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