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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

153 hedge funds and large institutions have $1.37B invested in iShares US Equity Factor ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 56 reducing their positions, and 14 closing their positions.

Holders
153
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
2.24%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
17
Increased
58
Reduced
56
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.4M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$25.6M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$55.5M
4
TWM
4
Tolleson Wealth Management
Texas
$90.6M
5
UWPG
5
Ullmann Wealth Partners Group
Florida
$65.5M

Top Sellers

1
MSWMA
1
Market Street Wealth Management Advisors
Indiana
$3.57M
2
PFM
2
Phillips Financial Management
Indiana
$32.4M
3
SFS
3
Strategic Financial Services
New York
$204M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Cerity Partners
5
Cerity Partners
New York
$5.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
1
Strategic Financial Services
New York
$204M 4,228,807 -123,205 -3%
SWM
2
SigFig Wealth Management
California
$98.1M 2,030,640 +3,924 +0.2%
TWM
3
Tolleson Wealth Management
Texas
$90.6M 1,877,176 +180,493 +11%
Wells Fargo
4
Wells Fargo
California
$80.8M 1,673,610 +62,678 +4%
PL
5
Plancorp LLC
Missouri
$69.5M 1,438,301 +79,009 +6%
UWPG
6
Ullmann Wealth Partners Group
Florida
$65.5M 1,357,318 +122,692 +10%
SFO
7
Stokes Family Office
Louisiana
$62.9M 1,302,089 +93,570 +8%
Morgan Stanley
8
Morgan Stanley
New York
$56.4M 1,167,104 +555,505 +91%
IWC
9
Integrated Wealth Concepts
Massachusetts
$55.5M 1,149,058 +450,980 +65%
CCA
10
Clearwater Capital Advisors
Illinois
$51.7M 1,071,642 -2,014 -0.2%
PFA
11
Pettinga Financial Advisors
Indiana
$36.7M 760,742 -17,303 -2%
PFM
12
Phillips Financial Management
Indiana
$32.4M 670,227 -182,258 -21%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$28.9M 598,603 +102,052 +21%
CPCM
14
Cardinal Point Capital Management
Ontario, Canada
$27.5M 570,032 +6,840 +1%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$25.6M 529,175 +529,175 New
HHGA
16
Halbert Hargrove Global Advisors
California
$22M 455,886 +100,487 +28%
Bank of America
17
Bank of America
North Carolina
$21.5M 444,583 -9,805 -2%
CCA
18
Cora Capital Advisors
New Jersey
$21.4M 442,788 +38,635 +10%
SWP
19
ShoreHaven Wealth Partners
New Jersey
$21.1M 436,066 +33,818 +8%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$19.4M 400,878 -20,356 -5%
BWCS
21
Beirne Wealth Consulting Services
Connecticut
$17.5M 362,088 -23,521 -6%
CW
22
CreativeOne Wealth
Kansas
$17M 351,951 +32,615 +10%
Osaic Holdings
23
Osaic Holdings
Arizona
$11.6M 240,195 -8,876 -4%
HighTower Advisors
24
HighTower Advisors
Illinois
$11M 226,896 -3,690 -2%
FM
25
Foster & Motley
Ohio
$10.7M 221,041 +10,420 +5%
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