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iShares US Equity Factor ETF

242 hedge funds and large institutions have $2.42B invested in iShares US Equity Factor ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
BWCS
26
Beirne Wealth Consulting Services
Connecticut
$17.6M
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$17.6M
LWA
28
LifeGoal Wealth Advisors
New York
$16.6M
Bank of America
29
Bank of America
North Carolina
$16.3M
FM
30
Foster & Motley
Ohio
$14.9M
WIA
31
World Investment Advisors
California
$14.4M
SFGP
32
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$13.9M
ETC
33
Exchange Traded Concepts
Oklahoma
$12.3M
DI
34
DDFG Inc
California
$11.4M
OO
35
Obsido Oy
$11M
HighTower Advisors
36
HighTower Advisors
Illinois
$10.9M
PA
37
Parallel Advisors
California
$10.6M
Raymond James Financial
38
Raymond James Financial
Florida
$10.5M
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$9.79M
Jones Financial Companies
40
Jones Financial Companies
Missouri
$9.36M
VAS
41
Vestmark Advisory Solutions
Massachusetts
$9.21M
HWM
42
HB Wealth Management
Georgia
$9.2M
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$8.7M
Fidelity Investments
44
Fidelity Investments
Massachusetts
$8.24M
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$8.09M
Corient Private Wealth
46
Corient Private Wealth
Florida
$7.97M
EPW
47
Evolve Private Wealth
California
$7.91M
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$7.55M
Citigroup
49
Citigroup
New York
$7.49M
NRW
50
Nova R Wealth
Kansas
$6.76M