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iShares US Equity Factor ETF

154 hedge funds and large institutions have $1.18B invested in iShares US Equity Factor ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 65 reducing their positions, and 8 closing their positions.

Holders
154
Holders Change
+7
Holders Change %
+4.76%
% of All Funds
2.46%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
16
Increased
38
Reduced
65
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFS
1
Strategic Financial Services
New York
$189M 4,352,012 -32,683 -0.7%
SWM
2
SigFig Wealth Management
California
$87.8M 2,026,716 -27,949 -1%
TWM
3
Tolleson Wealth Management
Texas
$73.8M 1,696,683 +96,629 +6%
Wells Fargo
4
Wells Fargo
California
$69.8M 1,610,932 -97,906 -6%
PL
5
Plancorp LLC
Missouri
$58.9M 1,359,292 +46,214 +4%
UWPG
6
Ullmann Wealth Partners Group
Florida
$53.5M 1,234,626 +677,624 +122%
SFO
7
Stokes Family Office
Louisiana
$52.4M 1,208,519 +232,856 +24%
CCA
8
Clearwater Capital Advisors
Illinois
$46.5M 1,073,656 -4,406 -0.4%
PFM
9
Phillips Financial Management
Indiana
$36.9M 852,485 -66,709 -7%
PFA
10
Pettinga Financial Advisors
Indiana
$33.7M 778,045 -23,122 -3%
IWC
11
Integrated Wealth Concepts
Massachusetts
$30.2M 698,078 +657,494 +1,620%
Morgan Stanley
12
Morgan Stanley
New York
$26.5M 611,599 -10,915 -2%
CPCM
13
Cardinal Point Capital Management
Ontario, Canada
$24.5M 563,192 +15,660 +3%
CG
14
Colony Group
Massachusetts
$23.8M 548,466 +3,072 +0.6%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$21.5M 496,551 -7,425 -1%
MSWMA
16
Market Street Wealth Management Advisors
Indiana
$21.1M 487,907 +125,157 +35%
Bank of America
17
Bank of America
North Carolina
$19.7M 454,388 -6,539 -1%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$18.2M 421,234 +421,234 New
CCA
19
Cora Capital Advisors
New Jersey
$17.5M 404,153 +22,219 +6%
SWP
20
ShoreHaven Wealth Partners
New Jersey
$17.4M 402,248 -1,648 -0.4%
BWCS
21
Beirne Wealth Consulting Services
Connecticut
$17.2M 385,609
HHGA
22
Halbert Hargrove Global Advisors
California
$15.4M 355,399 +5,632 +2%
CW
23
CreativeOne Wealth
Kansas
$13.8M 319,336 -158,910 -33%
Osaic Holdings
24
Osaic Holdings
Arizona
$10.8M 249,071 -85,629 -26%
HighTower Advisors
25
HighTower Advisors
Illinois
$9.99M 230,586 -815 -0.4%