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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

190 hedge funds and large institutions have $1.88B invested in iShares US Equity Factor ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 9 closing their positions.

Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
2.75%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
13
Increased
67
Reduced
66
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Affinity Wealth Management
Delaware
$30.4M
2
KIM
2
Kestra Investment Management
Texas
$22M
3
AFG
3
Atomi Financial Group
New York
$28.4M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$43M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$192M

Top Sellers

1
SFO
1
Stokes Family Office
Louisiana
$23.9M
2
RHP
2
Royal Harbor Partners
Texas
$0
3
SFS
3
Strategic Financial Services
New York
$247M
4
TWM
4
Tolleson Wealth Management
Texas
$115M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
1
Strategic Financial Services
New York
$247M 4,196,277 -92,111 -2%
HHGA
2
Halbert Hargrove Global Advisors
California
$192M 3,270,070 +61,704 +2%
SWM
3
SigFig Wealth Management
California
$116M 1,976,092 -64,721 -3%
TWM
4
Tolleson Wealth Management
Texas
$115M 1,952,617 -76,453 -4%
Wells Fargo
5
Wells Fargo
California
$105M 1,793,381 -54,916 -3%
UWPG
6
Ullmann Wealth Partners Group
Florida
$89.7M 1,525,875 +57,794 +4%
PL
7
Plancorp LLC
Missouri
$89.4M 1,520,756 +29,425 +2%
CCA
8
Clearwater Capital Advisors
Illinois
$60.7M 1,031,998 +17,856 +2%
IWC
9
Integrated Wealth Concepts
Massachusetts
$43M 731,132 +118,245 +19%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$38.9M 662,548 +28,119 +4%
CPCM
11
Cardinal Point Capital Management
Ontario, Canada
$37.2M 632,786 +20,633 +3%
AWM
12
Affinity Wealth Management
Delaware
$30.4M 516,437 +516,437 New
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$30.3M 515,844 -12,893 -2%
Morgan Stanley
14
Morgan Stanley
New York
$29.7M 505,561 -68,307 -12%
PFM
15
Phillips Financial Management
Indiana
$29.4M 500,647 -34,141 -6%
AFG
16
Atomi Financial Group
New York
$28.4M 482,654 +167,313 +53%
CCA
17
Cora Capital Advisors
New Jersey
$27M 459,639 -4,765 -1%
PFA
18
Pettinga Financial Advisors
Indiana
$26.8M 456,252 +5,233 +1%
CSIA
19
Conrad Siegel Investment Advisors
Pennsylvania
$25.6M 435,192 -1,486 -0.3%
SWP
20
ShoreHaven Wealth Partners
New Jersey
$24.1M 410,126 -5,738 -1%
SFO
21
Stokes Family Office
Louisiana
$23.9M 407,039 -159,943 -28%
EL
22
EWA LLC
Pennsylvania
$23.3M 379,083 -33,697 -8%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$22.7M 385,961 +35,675 +10%
Bank of America
24
Bank of America
North Carolina
$22.2M 378,395 -9,079 -2%
KIM
25
Kestra Investment Management
Texas
$22M 375,104 +228,191 +155%
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