LRGF icon

iShares US Equity Factor ETF
LRGF

Overview Fund Activity

133 hedge funds and large institutions have $1.02B invested in iShares US Equity Factor ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 12 closing their positions.

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
2.05%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
26
Increased
46
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
1
HB Wealth Management
Georgia
$10.1M
2
PL
2
Plancorp LLC
Missouri
$44.4M
3
NRW
3
Nova R Wealth
Kansas
$5.54M
4
Bank of America
4
Bank of America
North Carolina
$69.5M
5
SWM
5
SigFig Wealth Management
California
$91.9M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$2.51M
2
TC
2
Trilogy Capital
California
$0
3
CG
3
Colony Group
Massachusetts
$32.7M
4
AF
4
Allworth Financial
California
$1.34M
5
Goldman Sachs
5
Goldman Sachs
New York
$22.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
1
Strategic Financial Services
New York
$205M 4,408,150 -39,443 -0.9%
SWM
2
SigFig Wealth Management
California
$91.9M 1,973,216 +71,073 +4%
Bank of America
3
Bank of America
North Carolina
$69.5M 1,491,658 +81,619 +6%
Wells Fargo
4
Wells Fargo
California
$69.4M 1,489,523 +51,127 +4%
PFM
5
Phillips Financial Management
Indiana
$62.2M 1,336,561 +36,360 +3%
Morgan Stanley
6
Morgan Stanley
New York
$58.4M 1,253,767 +11,075 +0.9%
CCA
7
Clearwater Capital Advisors
Illinois
$48.9M 1,049,314 +28,075 +3%
PL
8
Plancorp LLC
Missouri
$44.4M 953,126 +132,904 +16%
CG
9
Colony Group
Massachusetts
$32.7M 703,379 -86,055 -11%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$24.7M 530,801 -10,091 -2%
Goldman Sachs
11
Goldman Sachs
New York
$22.5M 482,940 -71,023 -13%
BWCS
12
Beirne Wealth Consulting Services
Connecticut
$18.3M 392,459 +6,743 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$14.4M 308,825 +3,123 +1%
FAAM
14
First Ascent Asset Management
Colorado
$14.1M 302,575 +63,770 +27%
HighTower Advisors
15
HighTower Advisors
Illinois
$10.9M 234,562 +11,613 +5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$10.6M 226,845 -387 -0.2%
HWM
17
HB Wealth Management
Georgia
$10.1M 215,874 +215,874 New
WFA
18
Wade Financial Advisory
California
$9.49M 203,869 -1,632 -0.8%
FM
19
Foster & Motley
Ohio
$9.36M 201,028 -14,122 -7%
AA
20
Addison Advisors
Vermont
$9.14M 196,318 -1,605 -0.8%
FCT
21
Family Capital Trust
Massachusetts
$9.05M 194,435 -583 -0.3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$8.38M 180,013 +5,479 +3%
CPO
23
Cerity Partners OCIO
New York
$8.31M 178,452 -1,692 -0.9%
Ameriprise
24
Ameriprise
Minnesota
$8.26M 177,366 -2,279 -1%
BDF
25
Balasa Dinverno & Foltz
$7.66M 164,544 -11,368 -6%
1
2 3 4 5