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iShares US Equity Factor ETF

148 hedge funds and large institutions have $819M invested in iShares US Equity Factor ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 10 closing their positions.

Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
2.56%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
17
Increased
50
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFS
1
Strategic Financial Services
New York
$158M 4,359,575 -367,964 -8%
SWM
2
SigFig Wealth Management
California
$72.7M 1,979,099 -3,188 -0.2%
Wells Fargo
3
Wells Fargo
California
$61M 1,684,875 +45,224 +3%
PFM
4
Phillips Financial Management
Indiana
$42.5M 1,174,705 -62,209 -5%
SFO
5
Stokes Family Office
Louisiana
$42.3M 1,169,022 +126,816 +12%
PL
6
Plancorp LLC
Missouri
$41.4M 1,141,734 +237,662 +26%
CCA
7
Clearwater Capital Advisors
Illinois
$39.3M 1,085,925 +63,133 +6%
Morgan Stanley
8
Morgan Stanley
New York
$34.2M 943,018 -1,714 -0.2%
CG
9
Colony Group
Massachusetts
$23.9M 659,445 -12,204 -2%
Ameriprise
10
Ameriprise
Minnesota
$19.4M 535,629 -6,161 -1%
Bank of America
11
Bank of America
North Carolina
$18.6M 513,078 -91,244 -15%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$16.8M 463,342 -41,056 -8%
FAAM
13
First Ascent Asset Management
Colorado
$15.7M 433,525 +16,739 +4%
BWCS
14
Beirne Wealth Consulting Services
Connecticut
$14M 387,163 +8,753 +2%
HHGA
15
Halbert Hargrove Global Advisors
California
$13.9M 384,277 +167,743 +77%
Osaic Holdings
16
Osaic Holdings
Arizona
$12.2M 335,949 +1,116 +0.3%
WSTAM
17
Wilbanks Smith & Thomas Asset Management
Virginia
$9.47M 261,467 +261,467 New
WFA
18
Wade Financial Advisory
California
$8.43M 232,629 -2,787 -1%
HighTower Advisors
19
HighTower Advisors
Illinois
$8.13M 224,611 +461 +0.2%
HWM
20
HB Wealth Management
Georgia
$7.65M 211,101 -2,474 -1%
AA
21
Addison Advisors
Vermont
$7.43M 205,164 +5,583 +3%
FM
22
Foster & Motley
Ohio
$7.1M 195,951 -4,416 -2%
FCT
23
Family Capital Trust
Massachusetts
$6.9M 190,559 -3,020 -2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$6.42M 177,138 +2,864 +2%
FAM
25
Forte Asset Management
New York
$6.29M 173,659 -5,379 -3%