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iShares US Equity Factor ETF

211 hedge funds and large institutions have $2.28B invested in iShares US Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 75 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.26% more ownership

Funds ownership: 88.17%88.43% (+0.26%)

9% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 75

Holders
211
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$29.4M
2 +$29.2M
3 +$13.8M
4
Two Sigma Investments
Two Sigma Investments
New York
+$9.73M
5
PL
Plancorp LLC
Missouri
+$9.56M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Strategic Financial Services
New York
$245M
HHGA
2
Halbert Hargrove Global Advisors
California
$218M
TWM
3
Tolleson Wealth Management
Texas
$135M
Wells Fargo
4
Wells Fargo
California
$128M
SWM
5
SigFig Wealth Management
California
$126M
PL
6
Plancorp LLC
Missouri
$112M
UWPG
7
Ullmann Wealth Partners Group
Florida
$93.8M
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$72.6M
IWC
9
Integrated Wealth Concepts
Massachusetts
$71.4M
CCA
10
Clearwater Capital Advisors
Illinois
$68.4M
KIM
11
Kestra Investment Management
Texas
$55.9M
Ameriprise
12
Ameriprise
Minnesota
$49.8M
Bank of America
13
Bank of America
North Carolina
$49.4M
AFG
14
Atomi Financial Group
New York
$46.9M
CPCM
15
Cardinal Point Capital Management
Ontario, Canada
$44.7M
AWM
16
Affinity Wealth Management
Delaware
$41.7M
Morgan Stanley
17
Morgan Stanley
New York
$39.9M
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$34.7M
EL
19
EWA LLC
Pennsylvania
$32.6M
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$31.8M
CCA
21
Cora Capital Advisors
New Jersey
$31.1M
PFA
22
Pettinga Financial Advisors
Indiana
$28.4M
PFM
23
Phillips Financial Management
Indiana
$24.3M
CSIA
24
Conrad Siegel Investment Advisors
Pennsylvania
$23.7M
BWCS
25
Beirne Wealth Consulting Services
Connecticut
$19.6M