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iShares US Equity Factor ETF

141 hedge funds and large institutions have $1.01B invested in iShares US Equity Factor ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 8 closing their positions.

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
2.23%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
17
Increased
48
Reduced
49
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFS
1
Strategic Financial Services
New York
$204M 4,588,824 +180,674 +4%
SWM
2
SigFig Wealth Management
California
$88.9M 1,999,387 +26,171 +1%
Wells Fargo
3
Wells Fargo
California
$75M 1,685,904 +196,381 +13%
Bank of America
4
Bank of America
North Carolina
$64.1M 1,440,305 -51,353 -3%
PFM
5
Phillips Financial Management
Indiana
$62.4M 1,401,955 +65,394 +5%
Morgan Stanley
6
Morgan Stanley
New York
$52M 1,169,975 -83,792 -7%
CCA
7
Clearwater Capital Advisors
Illinois
$47.5M 1,067,416 +18,102 +2%
PL
8
Plancorp LLC
Missouri
$46.2M 1,039,195 +86,069 +9%
CG
9
Colony Group
Massachusetts
$30.5M 685,596 -17,783 -3%
AWM
10
Affinity Wealth Management
Delaware
$23.4M 527,858 +527,858 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$22.6M 508,731 -22,070 -4%
BWCS
12
Beirne Wealth Consulting Services
Connecticut
$17.5M 393,155 +696 +0.2%
FAAM
13
First Ascent Asset Management
Colorado
$16.4M 369,686 +67,111 +22%
Ameriprise
14
Ameriprise
Minnesota
$16.4M 368,030 +190,664 +107%
WFA
15
Wade Financial Advisory
California
$11.3M 253,856 +49,987 +25%
HighTower Advisors
16
HighTower Advisors
Illinois
$10.1M 226,121 -8,441 -4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$9.95M 223,732 -3,113 -1%
HWM
18
HB Wealth Management
Georgia
$9.5M 213,564 -2,310 -1%
FM
19
Foster & Motley
Ohio
$8.68M 195,086 -5,942 -3%
FCT
20
Family Capital Trust
Massachusetts
$8.67M 195,020 +585 +0.3%
AA
21
Addison Advisors
Vermont
$8.65M 194,381 -1,937 -1%
AWM
22
AE Wealth Management
Kansas
$8.44M 189,730 +189,730 New
MML Investors Services
23
MML Investors Services
Massachusetts
$8.33M 187,180 +24,265 +15%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$8.13M 182,877 +2,864 +2%
CPO
25
Cerity Partners OCIO
New York
$8M 179,908 +1,456 +0.8%