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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

203 hedge funds and large institutions have $2.02B invested in iShares US Equity Factor ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 66 reducing their positions, and 12 closing their positions.

Holders
203
Holders Change
+13
Holders Change %
+6.84%
% of All Funds
2.7%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
29
Increased
70
Reduced
66
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$91.4M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$66.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$40.4M
4
SFG
4
Stonebridge Financial Group
Pennsylvania
$9.03M
5
AFG
5
Atomi Financial Group
New York
$37.4M

Top Sellers

1
SFS
1
Strategic Financial Services
New York
$222M
2
TWM
2
Tolleson Wealth Management
Texas
$111M
3
PFM
3
Phillips Financial Management
Indiana
$25.2M
4
SFO
4
Stokes Family Office
Louisiana
$21.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$10.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
1
Strategic Financial Services
New York
$222M 3,682,638 -513,639 -12%
HHGA
2
Halbert Hargrove Global Advisors
California
$202M 3,349,515 +79,445 +2%
SWM
3
SigFig Wealth Management
California
$120M 1,973,566 -2,526 -0.1%
Wells Fargo
4
Wells Fargo
California
$112M 1,850,538 +57,157 +3%
TWM
5
Tolleson Wealth Management
Texas
$111M 1,837,506 -115,111 -6%
UWPG
6
Ullmann Wealth Partners Group
Florida
$92.9M 1,539,884 +14,009 +0.9%
PL
7
Plancorp LLC
Missouri
$91.5M 1,515,832 -4,924 -0.3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$91.4M 1,514,134 +851,586 +129%
IWC
9
Integrated Wealth Concepts
Massachusetts
$66.8M 1,107,292 +376,160 +51%
CCA
10
Clearwater Capital Advisors
Illinois
$62.4M 1,034,725 +2,727 +0.3%
CPCM
11
Cardinal Point Capital Management
Ontario, Canada
$40.7M 675,164 +42,378 +7%
Morgan Stanley
12
Morgan Stanley
New York
$40.4M 669,011 +163,450 +32%
AFG
13
Atomi Financial Group
New York
$37.4M 620,387 +137,733 +29%
AWM
14
Affinity Wealth Management
Delaware
$31.2M 516,882 +445 +0.1%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$31M 513,954 -1,890 -0.4%
CCA
16
Cora Capital Advisors
New Jersey
$28M 463,208 +3,569 +0.8%
PFA
17
Pettinga Financial Advisors
Indiana
$27.2M 450,127 -6,125 -1%
PFM
18
Phillips Financial Management
Indiana
$25.2M 418,148 -82,499 -16%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$25.1M 416,546 +30,585 +8%
KIM
20
Kestra Investment Management
Texas
$24.5M 405,247 +30,143 +8%
SWP
21
ShoreHaven Wealth Partners
New Jersey
$24.3M 402,888 -7,238 -2%
CSIA
22
Conrad Siegel Investment Advisors
Pennsylvania
$24.3M 402,574 -32,618 -7%
EL
23
EWA LLC
Pennsylvania
$23.7M 392,892 +13,809 +4%
Bank of America
24
Bank of America
North Carolina
$22.7M 376,515 -1,880 -0.5%
SFO
25
Stokes Family Office
Louisiana
$21.3M 352,305 -54,734 -13%
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