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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

187 hedge funds and large institutions have $1.74B invested in iShares US Equity Factor ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 67 reducing their positions, and 9 closing their positions.

Holders
187
Holders Change
+14
Holders Change %
+8.09%
% of All Funds
2.72%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
25
Increased
57
Reduced
67
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HHGA
1
Halbert Hargrove Global Advisors
California
$179M
2
KIM
2
Kestra Investment Management
Texas
$8.18M
3
AFG
3
Atomi Financial Group
New York
$17.6M
4
SEIA
4
Signature Estate & Investment Advisors
California
$6.64M
5
AG
5
AlTi Global
New York
$5.93M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$34.1M
2
SFO
2
Stokes Family Office
Louisiana
$31.6M
3
CBFP
3
Cedar Brook Financial Partners
Ohio
$0
4
PFM
4
Phillips Financial Management
Indiana
$29.8M
5
CW
5
CreativeOne Wealth
Kansas
$694K
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
1
Strategic Financial Services
New York
$239M 4,288,388 -13,192 -0.3%
HHGA
2
Halbert Hargrove Global Advisors
California
$179M 3,208,366 +2,559,279 +394%
SWM
3
SigFig Wealth Management
California
$114M 2,040,813 -5,682 -0.3%
TWM
4
Tolleson Wealth Management
Texas
$113M 2,029,070 -29,694 -1%
Wells Fargo
5
Wells Fargo
California
$103M 1,848,297 +73,392 +4%
PL
6
Plancorp LLC
Missouri
$83.1M 1,491,331 +31,625 +2%
UWPG
7
Ullmann Wealth Partners Group
Florida
$81.8M 1,468,081 +52,591 +4%
CCA
8
Clearwater Capital Advisors
Illinois
$56.5M 1,014,142 -23,549 -2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$35.3M 634,429 -2,133 -0.3%
IWC
10
Integrated Wealth Concepts
Massachusetts
$34.1M 612,887 -569,418 -48%
CPCM
11
Cardinal Point Capital Management
Ontario, Canada
$34.1M 612,153 +16,521 +3%
Morgan Stanley
12
Morgan Stanley
New York
$32M 573,868 +32,126 +6%
SFO
13
Stokes Family Office
Louisiana
$31.6M 566,982 -201,652 -26%
PFM
14
Phillips Financial Management
Indiana
$29.8M 534,788 -61,231 -10%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$29.4M 528,737 +295 +0.1%
CCA
16
Cora Capital Advisors
New Jersey
$25.9M 464,404 +5,222 +1%
PFA
17
Pettinga Financial Advisors
Indiana
$25.1M 451,019 +17,039 +4%
CSIA
18
Conrad Siegel Investment Advisors
Pennsylvania
$24.3M 436,678 +3,100 +0.7%
EL
19
EWA LLC
Pennsylvania
$23.4M 412,780 +3,660 +0.9%
SWP
20
ShoreHaven Wealth Partners
New Jersey
$23.2M 415,864 -14,041 -3%
Bank of America
21
Bank of America
North Carolina
$21.6M 387,474 -3,946 -1%
BWCS
22
Beirne Wealth Consulting Services
Connecticut
$20M 358,310 -5,766 -2%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$19.6M 352,145 -11,915 -3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$19.5M 350,286 +33,558 +11%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$19M 341,320 +5,614 +2%
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