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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

205 hedge funds and large institutions have $1.99B invested in iShares US Equity Factor ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 79 increasing their positions, 69 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+2
Holders Change %
+0.99%
% of All Funds
2.79%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
17
Increased
79
Reduced
69
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$43.6M
2
MWM
Modern Wealth Management
Kansas
$14M
3
AWM
Affinity Wealth Management
Delaware
$37.8M
4
EL
EWA LLC
Pennsylvania
$28.3M
5
Osaic Holdings
Osaic Holdings
Arizona
$9.41M

Top Sellers

1
SWP
ShoreHaven Wealth Partners
New Jersey
$4.69M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$71.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$10.2M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$12.1M
5
MML Investors Services
MML Investors Services
Massachusetts
$900K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFO
26
Stokes Family Office
Louisiana
$16.6M -$3.76M -65,010 -18%
WFA
27
Wade Financial Advisory
California
$14.9M +$1.05M +18,114 +8%
MWM
28
Modern Wealth Management
Kansas
$14M +$14M +241,441 New
LPL Financial
29
LPL Financial
California
$12.7M +$2.69M +46,421 +27%
SFG
30
Stonebridge Financial Group
Pennsylvania
$12.6M +$3.96M +68,407 +46%
DI
31
DDFG Inc
California
$12.4M +$3.49M +60,223 +39%
FM
32
Foster & Motley
Ohio
$12.1M -$190K -3,285 -2%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$12.1M -$6.5M -112,216 -35%
AIM
34
Acropolis Investment Management
Missouri
$12M -$282K -4,865 -2%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$10.2M -$7.11M -122,796 -41%
HighTower Advisors
36
HighTower Advisors
Illinois
$9.79M -$580K -10,019 -6%
Osaic Holdings
37
Osaic Holdings
Arizona
$9.41M +$4.98M +85,981 +112%
FCT
38
Family Capital Trust
Massachusetts
$9.37M -$440K -7,603 -4%
WIA
39
World Investment Advisors
California
$9.36M +$39K +673 +0.4%
HWM
40
HB Wealth Management
Georgia
$8.57M -$232K -4,000 -3%
AG
41
AlTi Global
New York
$8.39M -$775K -13,393 -8%
BlackRock
42
BlackRock
New York
$8.17M +$10K +173 +0.1%
Citigroup
43
Citigroup
New York
$7.96M -$56.9K -983 -0.7%
OO
44
Obsido Oy
$7.77M +$274K +4,734 +4%
Corient Private Wealth
45
Corient Private Wealth
Florida
$7.61M -$707K -12,214 -8%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$7.52M +$2.24M +38,622 +42%
Raymond James Financial
47
Raymond James Financial
Florida
$6.79M -$526K -9,083 -7%
LWA
48
LifeGoal Wealth Advisors
New York
$6.7M +$3.22M +55,727 +93%
SEIA
49
Signature Estate & Investment Advisors
California
$6.49M -$188K -3,255 -3%
FAM
50
Forte Asset Management
New York
$6.32M +$523K +9,038 +9%
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