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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

141 hedge funds and large institutions have $846M invested in iShares US Equity Factor ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 15 closing their positions.

Holders
141
Holders Change
–
Holders Change %
0%
% of All Funds
2.38%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.25%
New
15
Increased
40
Reduced
62
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFO
1
Stokes Family Office
Louisiana
$39.5M
2
FAM
2
Forte Asset Management
New York
$6.79M
3
Ameriprise
3
Ameriprise
Minnesota
$20.5M
4
PPW
4
Pasadena Private Wealth
California
$6.4M
5
SFS
5
Strategic Financial Services
New York
$179M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$22.9M
2
AWM
2
Affinity Wealth Management
Delaware
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$35.8M
4
AWM
4
AE Wealth Management
Kansas
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$379K
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
1
Strategic Financial Services
New York
$179M 4,727,539 +138,715 +3%
SWM
2
SigFig Wealth Management
California
$75.1M 1,982,287 -17,100 -0.9%
Wells Fargo
3
Wells Fargo
California
$62.1M 1,639,651 -46,253 -3%
PFM
4
Phillips Financial Management
Indiana
$46.9M 1,236,914 -165,041 -12%
SFO
5
Stokes Family Office
Louisiana
$39.5M 1,042,206 +1,042,206 New
CCA
6
Clearwater Capital Advisors
Illinois
$38.8M 1,022,792 -44,624 -4%
Morgan Stanley
7
Morgan Stanley
New York
$35.8M 944,732 -225,243 -19%
PL
8
Plancorp LLC
Missouri
$34.3M 904,072 -135,123 -13%
CG
9
Colony Group
Massachusetts
$25.5M 671,649 -13,947 -2%
Bank of America
10
Bank of America
North Carolina
$22.9M 604,322 -835,983 -58%
Ameriprise
11
Ameriprise
Minnesota
$20.5M 541,790 +173,760 +47%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$19.1M 504,398 -4,333 -0.9%
FAAM
13
First Ascent Asset Management
Colorado
$15.8M 416,786 +47,100 +13%
BWCS
14
Beirne Wealth Consulting Services
Connecticut
$14.3M 378,410 -14,745 -4%
Osaic Holdings
15
Osaic Holdings
Arizona
$12.8M 334,833 +20,571 +7%
WFA
16
Wade Financial Advisory
California
$8.92M 235,416 -18,440 -7%
HighTower Advisors
17
HighTower Advisors
Illinois
$8.5M 224,150 -1,971 -0.9%
HHGA
18
Halbert Hargrove Global Advisors
California
$8.21M 216,534 +130,534 +152%
HWM
19
HB Wealth Management
Georgia
$8.09M 213,575 +11 +0%
FM
20
Foster & Motley
Ohio
$7.59M 200,367 +5,281 +3%
AA
21
Addison Advisors
Vermont
$7.56M 199,581 +5,200 +3%
FCT
22
Family Capital Trust
Massachusetts
$7.34M 193,579 -1,441 -0.7%
WIA
23
World Investment Advisors
California
$7.17M 171,539 +8,013 +5%
FAM
24
Forte Asset Management
New York
$6.79M 179,038 +179,038 New
CPO
25
Cerity Partners OCIO
New York
$6.75M 178,056 -1,852 -1%
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