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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

120 hedge funds and large institutions have $915M invested in iShares US Equity Factor ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
120
Holders Change
-2
Holders Change %
-1.64%
% of All Funds
2.11%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
11
Increased
43
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SigFig Wealth Management
California
$80.2M
2
Wells Fargo
2
Wells Fargo
California
$60.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.8M
4
PFM
4
Phillips Financial Management
Indiana
$54.8M
5
PL
5
Plancorp LLC
Missouri
$34.6M

Top Sellers

1
KWM
1
Keebeck Wealth Management
Illinois
$0
2
Bank of America
2
Bank of America
North Carolina
$59.4M
3
SFS
3
Strategic Financial Services
New York
$187M
4
CCA
4
Clearwater Capital Advisors
Illinois
$43M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
1
Strategic Financial Services
New York
$187M 4,447,593 -137,460 -3%
SWM
2
SigFig Wealth Management
California
$80.2M 1,902,143 +1,902,143 New
Wells Fargo
3
Wells Fargo
California
$60.6M 1,438,396 +926,705 +181%
Bank of America
4
Bank of America
North Carolina
$59.4M 1,410,039 -182,692 -11%
PFM
5
Phillips Financial Management
Indiana
$54.8M 1,300,201 +279,785 +27%
Morgan Stanley
6
Morgan Stanley
New York
$52.4M 1,242,692 +45,654 +4%
CCA
7
Clearwater Capital Advisors
Illinois
$43M 1,021,239 -44,764 -4%
PL
8
Plancorp LLC
Missouri
$34.6M 820,222 +120,674 +17%
CG
9
Colony Group
Massachusetts
$33.3M 789,434 -26,535 -3%
Goldman Sachs
10
Goldman Sachs
New York
$23.3M 553,963 -13,360 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$22.8M 540,892 +487,290 +909%
BWCS
12
Beirne Wealth Consulting Services
Connecticut
$16.3M 385,716 -3,827 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$12.9M 305,702 -5,102 -2%
FAAM
14
First Ascent Asset Management
Colorado
$10.1M 238,805 +30,781 +15%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$9.58M 227,232 +753 +0.3%
HighTower Advisors
16
HighTower Advisors
Illinois
$9.4M 222,949 +2,747 +1%
HB
17
Homrich & Berg
Georgia
$9.36M 222,000 -4,532 -2%
FM
18
Foster & Motley
Ohio
$9.07M 215,150 +1,098 +0.5%
WFA
19
Wade Financial Advisory
California
$8.66M 205,501 -17,529 -8%
AA
20
Addison Advisors
Vermont
$8.34M 197,923 +485 +0.2%
FCT
21
Family Capital Trust
Massachusetts
$8.22M 195,018 -541 -0.3%
CPO
22
Cerity Partners OCIO
New York
$7.59M 180,144 -3,127 -2%
Ameriprise
23
Ameriprise
Minnesota
$7.58M 179,645 -9,414 -5%
BDF
24
Balasa Dinverno & Foltz
$7.41M 175,912 -16,853 -9%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$7.35M 174,534 -5,659 -3%
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