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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

147 hedge funds and large institutions have $1.14B invested in iShares US Equity Factor ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 13 closing their positions.

Holders
147
Holders Change
-2
Holders Change %
-1.34%
% of All Funds
2.32%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.28%
New
12
Increased
47
Reduced
61
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$24.8M
2
TWM
2
Tolleson Wealth Management
Texas
$71.3M
3
Cerity Partners
3
Cerity Partners
New York
$7.15M
4
PL
4
Plancorp LLC
Missouri
$58.5M
5
Citigroup
5
Citigroup
New York
$4.26M

Top Sellers

1
SFS
1
Strategic Financial Services
New York
$197M
2
AA
2
Addison Advisors
Vermont
$3.89M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
PFM
4
Phillips Financial Management
Indiana
$41M
5
Citadel Advisors
5
Citadel Advisors
Florida
$985K
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
1
Strategic Financial Services
New York
$197M 4,384,695 -188,725 -4%
SWM
2
SigFig Wealth Management
California
$90.5M 2,054,665 +26,489 +1%
Wells Fargo
3
Wells Fargo
California
$76.1M 1,708,838 +2,907 +0.2%
TWM
4
Tolleson Wealth Management
Texas
$71.3M 1,600,054 +353,427 +28%
PL
5
Plancorp LLC
Missouri
$58.5M 1,313,078 +86,602 +7%
CCA
6
Clearwater Capital Advisors
Illinois
$48M 1,078,062 -20,934 -2%
SFO
7
Stokes Family Office
Louisiana
$43.5M 975,663 -12,060 -1%
PFM
8
Phillips Financial Management
Indiana
$41M 919,194 -70,511 -7%
PFA
9
Pettinga Financial Advisors
Indiana
$35.7M 801,167 -9,265 -1%
Morgan Stanley
10
Morgan Stanley
New York
$27.7M 622,514 -48,626 -7%
UWPG
11
Ullmann Wealth Partners Group
Florida
$24.8M 557,002 +540,929 +3,365%
CPCM
12
Cardinal Point Capital Management
Ontario, Canada
$24.4M 547,532 -16,990 -3%
CG
13
Colony Group
Massachusetts
$24.3M 545,394 +1,056 +0.2%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$22.5M 503,976 -2,363 -0.5%
CW
15
CreativeOne Wealth
Kansas
$21.3M 478,246 +17,812 +4%
Bank of America
16
Bank of America
North Carolina
$20.5M 460,927 -18,684 -4%
SWP
17
ShoreHaven Wealth Partners
New Jersey
$18M 403,896 -8,929 -2%
BWCS
18
Beirne Wealth Consulting Services
Connecticut
$17.2M 385,609 +23,277 +6%
CCA
19
Cora Capital Advisors
New Jersey
$17M 381,934 -44,883 -11%
MSWMA
20
Market Street Wealth Management Advisors
Indiana
$16.2M 362,750 -5,880 -2%
HHGA
21
Halbert Hargrove Global Advisors
California
$15.6M 349,767 -5,713 -2%
Osaic Holdings
22
Osaic Holdings
Arizona
$14.9M 334,700 +3,452 +1%
Ameriprise
23
Ameriprise
Minnesota
$10.9M 243,883 -4,786 -2%
HighTower Advisors
24
HighTower Advisors
Illinois
$10.3M 231,401 +8,240 +4%
WFA
25
Wade Financial Advisory
California
$9.86M 221,371 -14,569 -6%
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