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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

209 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 23 funds opening new positions, 68 increasing their positions, 75 reducing their positions, and 16 closing their positions.

Holders
209
Holders Change
+4
Holders Change %
+1.95%
% of All Funds
2.81%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
23
Increased
68
Reduced
75
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$49.4M
2
KIM
2
Kestra Investment Management
Texas
$55.9M
3
TWM
3
Tolleson Wealth Management
Texas
$135M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$9.73M
5
PL
5
Plancorp LLC
Missouri
$112M

Top Sellers

1
SFO
1
Stokes Family Office
Louisiana
$2.67M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.26M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$72.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$39.9M
5
UWPG
5
Ullmann Wealth Partners Group
Florida
$93.8M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$19M 296,021 +77,220 +35%
MWM
27
Modern Wealth Management
Kansas
$18.4M 287,401 +45,960 +19%
AIM
28
Acropolis Investment Management
Missouri
$14.7M 229,860 +21,991 +11%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$14M 219,049 +89,176 +69%
DI
30
DDFG Inc
California
$14M 218,849 +4,819 +2%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$13.8M 212,946 +4,663 +2%
FM
32
Foster & Motley
Ohio
$13.2M 206,060 -3,534 -2%
SFG
33
Stonebridge Financial Group
Pennsylvania
$12.1M 189,150 -28,876 -13%
WIA
34
World Investment Advisors
California
$11.8M 184,701 +23,028 +14%
HighTower Advisors
35
HighTower Advisors
Illinois
$10.7M 166,162 -2,982 -2%
FCT
36
Family Capital Trust
Massachusetts
$10.3M 161,174 -670 -0.4%
LWA
37
LifeGoal Wealth Advisors
New York
$9.96M 155,356 +39,542 +34%
Two Sigma Investments
38
Two Sigma Investments
New York
$9.73M 151,700 +151,700 New
Citigroup
39
Citigroup
New York
$9.47M 147,701 +10,201 +7%
BlackRock
40
BlackRock
New York
$9.05M 141,058 -37 -0%
OO
41
Obsido Oy
$9.01M 140,452 +6,133 +5%
Corient Private Wealth
42
Corient Private Wealth
Florida
$8.54M 133,226 +1,663 +1%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$8.29M 129,193 -46,770 -27%
HWM
44
HB Wealth Management
Georgia
$7.87M 122,769 -25,249 -17%
PA
45
Parallel Advisors
California
$7.79M 121,446 +21,692 +22%
Raymond James Financial
46
Raymond James Financial
Florida
$7.68M 119,819 +2,560 +2%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$7.41M 115,469 +77,706 +206%
FAM
48
Forte Asset Management
New York
$7.27M 113,322 +4,105 +4%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$7M 109,882 +3,774 +4%
SEIA
50
Signature Estate & Investment Advisors
California
$6.93M 107,992 -4,168 -4%
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