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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

173 hedge funds and large institutions have $1.54B invested in iShares US Equity Factor ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 5 closing their positions.

Holders
173
Holders Change
+20
Holders Change %
+13.07%
% of All Funds
2.51%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
27
Increased
61
Reduced
60
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Conrad Siegel Investment Advisors
Pennsylvania
$23.3M
2
EL
2
EWA LLC
Pennsylvania
$21.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17M
4
HHGA
4
Halbert Hargrove Global Advisors
California
$34.9M
5
TWM
5
Tolleson Wealth Management
Texas
$111M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.2M
2
SFO
2
Stokes Family Office
Louisiana
$41.4M
3
PFA
3
Pettinga Financial Advisors
Indiana
$23.4M
4
CW
4
CreativeOne Wealth
Kansas
$2.55M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.97M
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
1
Strategic Financial Services
New York
$231M 4,301,580 +72,773 +2%
TWM
2
Tolleson Wealth Management
Texas
$111M 2,058,764 +181,588 +10%
SWM
3
SigFig Wealth Management
California
$110M 2,046,495 +15,855 +0.8%
Wells Fargo
4
Wells Fargo
California
$95.5M 1,774,905 +101,295 +6%
PL
5
Plancorp LLC
Missouri
$78.5M 1,459,706 +21,405 +1%
UWPG
6
Ullmann Wealth Partners Group
Florida
$76.2M 1,415,490 +58,172 +4%
IWC
7
Integrated Wealth Concepts
Massachusetts
$63.6M 1,182,305 +33,247 +3%
CCA
8
Clearwater Capital Advisors
Illinois
$55.8M 1,037,691 -33,951 -3%
SFO
9
Stokes Family Office
Louisiana
$41.4M 768,634 -533,455 -41%
HHGA
10
Halbert Hargrove Global Advisors
California
$34.9M 649,087 +193,201 +42%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$34.3M 636,562 +37,959 +6%
PFM
12
Phillips Financial Management
Indiana
$32.1M 596,019 -74,208 -11%
CPCM
13
Cardinal Point Capital Management
Ontario, Canada
$32.1M 595,632 +25,600 +4%
Morgan Stanley
14
Morgan Stanley
New York
$29.2M 541,742 -625,362 -54%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$28.4M 528,442 -733 -0.1%
CCA
16
Cora Capital Advisors
New Jersey
$24.7M 459,182 +16,394 +4%
PFA
17
Pettinga Financial Advisors
Indiana
$23.4M 433,980 -326,762 -43%
CSIA
18
Conrad Siegel Investment Advisors
Pennsylvania
$23.3M 433,578 +433,578 New
SWP
19
ShoreHaven Wealth Partners
New Jersey
$23.1M 429,905 -6,161 -1%
EL
20
EWA LLC
Pennsylvania
$21.9M 409,120 +409,120 New
Bank of America
21
Bank of America
North Carolina
$21.1M 391,420 -53,163 -12%
BWCS
22
Beirne Wealth Consulting Services
Connecticut
$19.6M 364,076 +1,988 +0.5%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$19.6M 364,060 -36,818 -9%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$18.1M 335,706 +155,685 +86%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$17M 316,728 +303,147 +2,232%
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