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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

122 hedge funds and large institutions have $798M invested in iShares US Equity Factor ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
2.13%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
14
Increased
49
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFM
1
Phillips Financial Management
Indiana
$43.7M
2
AA
2
Addison Advisors
Vermont
$8.46M
3
Morgan Stanley
3
Morgan Stanley
New York
$51.3M
4
PL
4
Plancorp LLC
Missouri
$30M
5
CBFP
5
Cedar Brook Financial Partners
Ohio
$3.32M

Top Sellers

1
WANY
1
Wealthspire Advisors (New York)
New York
$0
2
KWM
2
Keebeck Wealth Management
Illinois
$13.5M
3
AF
3
Allworth Financial
California
$5.04M
4
BWCS
4
Beirne Wealth Consulting Services
Connecticut
$16.7M
5
CG
5
Colony Group
Massachusetts
$34.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
1
Strategic Financial Services
New York
$196M 4,585,053 -14,125 -0.3%
Bank of America
2
Bank of America
North Carolina
$68.2M 1,592,731 -21,130 -1%
Morgan Stanley
3
Morgan Stanley
New York
$51.3M 1,197,038 +94,525 +9%
CCA
4
Clearwater Capital Advisors
Illinois
$45.7M 1,066,003 +30,593 +3%
PFM
5
Phillips Financial Management
Indiana
$43.7M 1,020,416 +293,175 +40%
CG
6
Colony Group
Massachusetts
$34.9M 815,969 -46,366 -5%
PL
7
Plancorp LLC
Missouri
$30M 699,548 +86,512 +14%
Goldman Sachs
8
Goldman Sachs
New York
$24.3M 567,323 +19,815 +4%
Wells Fargo
9
Wells Fargo
California
$21.9M 511,691 -17,537 -3%
BWCS
10
Beirne Wealth Consulting Services
Connecticut
$16.7M 389,543 -53,374 -12%
KWM
11
Keebeck Wealth Management
Illinois
$13.5M 316,215 -86,442 -21%
Osaic Holdings
12
Osaic Holdings
Arizona
$13.3M 310,804 +22,653 +8%
HB
13
Homrich & Berg
Georgia
$9.7M 226,532 -10,027 -4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$9.7M 226,479 +17,186 +8%
WFA
15
Wade Financial Advisory
California
$9.55M 223,030 +15,605 +8%
HighTower Advisors
16
HighTower Advisors
Illinois
$9.44M 220,202 -44,060 -17%
FM
17
Foster & Motley
Ohio
$9.17M 214,052 -6,337 -3%
FAAM
18
First Ascent Asset Management
Colorado
$8.91M 208,024 -8,552 -4%
AA
19
Addison Advisors
Vermont
$8.46M 197,438 +197,438 New
FCT
20
Family Capital Trust
Massachusetts
$8.37M 195,559 +8 +0%
BDF
21
Balasa Dinverno & Foltz
$8.26M 192,765 -3,755 -2%
Ameriprise
22
Ameriprise
Minnesota
$8.08M 189,059 -8,376 -4%
Cerity Partners
23
Cerity Partners
New York
$7.88M 184,076 -43,198 -19%
CPO
24
Cerity Partners OCIO
New York
$7.85M 183,271 -6,760 -4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$7.72M 180,193 +572 +0.3%
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