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iShares US Equity Factor ETF

158 hedge funds and large institutions have $1B invested in iShares US Equity Factor ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 55 reducing their positions, and 11 closing their positions.

Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
2.55%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
25
Increased
50
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFS
1
Strategic Financial Services
New York
$181M 4,647,480 +287,905 +7%
SWM
2
SigFig Wealth Management
California
$78.4M 2,010,406 +31,307 +2%
Wells Fargo
3
Wells Fargo
California
$63.6M 1,630,187 -54,688 -3%
SFO
4
Stokes Family Office
Louisiana
$57.5M 1,474,274 +305,252 +26%
PL
5
Plancorp LLC
Missouri
$47.3M 1,211,968 +70,234 +6%
CCA
6
Clearwater Capital Advisors
Illinois
$43.5M 1,114,409 +28,484 +3%
Morgan Stanley
7
Morgan Stanley
New York
$41.6M 1,066,075 +123,057 +13%
PFM
8
Phillips Financial Management
Indiana
$39.7M 1,017,179 -157,526 -13%
PFA
9
Pettinga Financial Advisors
Indiana
$33.8M 867,182 +867,182 New
CG
10
Colony Group
Massachusetts
$22M 563,307 -96,138 -15%
MSWMA
11
Market Street Wealth Management Advisors
Indiana
$21.4M 549,355 +549,355 New
CPCM
12
Cardinal Point Capital Management
Ontario, Canada
$20.4M 523,862 +523,862 New
CPWMP
13
Cardinal Point Wealth Management Partners
California
$20.4M 523,862 +523,862 New
Bank of America
14
Bank of America
North Carolina
$18.9M 484,804 -28,274 -6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$18.4M 472,176 +8,834 +2%
Ameriprise
16
Ameriprise
Minnesota
$17.7M 452,707 -82,922 -15%
CCA
17
Cora Capital Advisors
New Jersey
$17.4M 446,223 +446,223 New
BWCS
18
Beirne Wealth Consulting Services
Connecticut
$14.4M 370,159 -17,004 -4%
HHGA
19
Halbert Hargrove Global Advisors
California
$14M 359,320 -24,957 -6%
Osaic Holdings
20
Osaic Holdings
Arizona
$13.5M 346,985 +11,036 +3%
TWM
21
Tolleson Wealth Management
Texas
$12.7M 326,097 +326,097 New
WFA
22
Wade Financial Advisory
California
$9.35M 239,759 +7,130 +3%
HighTower Advisors
23
HighTower Advisors
Illinois
$8.88M 227,599 +2,988 +1%
HWM
24
HB Wealth Management
Georgia
$8.1M 207,642 -3,459 -2%
AA
25
Addison Advisors
Vermont
$7.96M 204,041 -1,123 -0.5%