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iShares US Equity Factor ETF

149 hedge funds and large institutions have $1.06B invested in iShares US Equity Factor ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 15 closing their positions.

Holders
149
Holders Change
-9
Holders Change %
-5.7%
% of All Funds
2.39%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
11
Increased
48
Reduced
61
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFS
1
Strategic Financial Services
New York
$190M 4,573,420 -74,060 -2%
SWM
2
SigFig Wealth Management
California
$84M 2,028,176 +17,770 +0.9%
Wells Fargo
3
Wells Fargo
California
$70.7M 1,705,931 +75,744 +5%
TWM
4
Tolleson Wealth Management
Texas
$51.7M 1,246,627 +920,530 +282%
PL
5
Plancorp LLC
Missouri
$50.8M 1,226,476 +14,508 +1%
CCA
6
Clearwater Capital Advisors
Illinois
$45.5M 1,098,996 -15,413 -1%
PFM
7
Phillips Financial Management
Indiana
$41M 989,705 -27,474 -3%
SFO
8
Stokes Family Office
Louisiana
$40.9M 987,723 -486,551 -33%
PFA
9
Pettinga Financial Advisors
Indiana
$33.6M 810,432 -56,750 -7%
Morgan Stanley
10
Morgan Stanley
New York
$27.8M 671,140 -394,935 -37%
CPWMP
11
Cardinal Point Wealth Management Partners
California
$23.4M 564,522 +40,660 +8%
CPCM
12
Cardinal Point Capital Management
Ontario, Canada
$23.4M 564,522 +40,660 +8%
CG
13
Colony Group
Massachusetts
$22.6M 544,338 -18,969 -3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$21M 506,339 +421,130 +494%
Bank of America
15
Bank of America
North Carolina
$19.9M 479,611 -5,193 -1%
CW
16
CreativeOne Wealth
Kansas
$19.1M 460,434 +460,434 New
CCA
17
Cora Capital Advisors
New Jersey
$17.7M 426,817 -19,406 -4%
SWP
18
ShoreHaven Wealth Partners
New Jersey
$17.1M 412,825 +412,825 New
MSWMA
19
Market Street Wealth Management Advisors
Indiana
$15.3M 368,630 -180,725 -33%
BWCS
20
Beirne Wealth Consulting Services
Connecticut
$15M 362,332 -7,827 -2%
HHGA
21
Halbert Hargrove Global Advisors
California
$14.7M 355,480 -3,840 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$13.7M 331,248 -15,737 -5%
Ameriprise
23
Ameriprise
Minnesota
$10.3M 248,669 -204,038 -45%
WFA
24
Wade Financial Advisory
California
$9.78M 235,940 -3,819 -2%
HighTower Advisors
25
HighTower Advisors
Illinois
$9.25M 223,161 -4,438 -2%