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iShares US Equity Factor ETF

215 hedge funds and large institutions have $2.59B invested in iShares US Equity Factor ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
26
Phillips Financial Management
Indiana
$24.7M
CSIA
27
Conrad Siegel Investment Advisors
Pennsylvania
$24.6M
LPL Financial
28
LPL Financial
California
$22.9M
BWCS
29
Beirne Wealth Consulting Services
Connecticut
$21.1M
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$17.2M
AIM
31
Acropolis Investment Management
Missouri
$14.9M
FM
32
Foster & Motley
Ohio
$14.2M
SFG
33
Stonebridge Financial Group
Pennsylvania
$13.3M
WIA
34
World Investment Advisors
California
$12.5M
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$12.5M
LWA
36
LifeGoal Wealth Advisors
New York
$12M
HighTower Advisors
37
HighTower Advisors
Illinois
$11.5M
Citigroup
38
Citigroup
New York
$10.9M
QCM
39
Quantinno Capital Management
New York
$10.7M
OO
40
Obsido Oy
$10.4M
PA
41
Parallel Advisors
California
$10.1M
HWM
42
HB Wealth Management
Georgia
$9.74M
BlackRock
43
BlackRock
New York
$9.42M
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$8.87M
Corient Private Wealth
45
Corient Private Wealth
Florida
$8.84M
Raymond James Financial
46
Raymond James Financial
Florida
$8.79M
Jones Financial Companies
47
Jones Financial Companies
Missouri
$8.35M
VAS
48
Vestmark Advisory Solutions
Massachusetts
$8.24M
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$8.17M
FAM
50
Forte Asset Management
New York
$7.81M