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

Top Sellers

1
SWP
1
ShoreHaven Wealth Partners
New Jersey
$4.69M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$71.8M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.2M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$12.1M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$900K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
51
Jones Financial Companies
Missouri
$6.1M +$523K +9,089 +9%
NRW
52
Nova R Wealth
Kansas
$5.81M +$12.8K +221 +0.2%
PA
53
Parallel Advisors
California
$5.77M +$189K +3,263 +3%
SCM
54
Sterneck Capital Management
Missouri
$5.43M -$20.8K -359 -0.4%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$5.4M +$557K +9,630 +12%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$5.18M -$258K -4,465 -5%
FFA
57
Farther Finance Advisors
California
$4.94M -$666K -11,469 -12%
WFAG
58
Wescott Financial Advisory Group
Pennsylvania
$4.85M -$106K -1,828 -2%
QCM
59
Quantinno Capital Management
New York
$4.79M +$494K +8,536 +11%
SWP
60
ShoreHaven Wealth Partners
New Jersey
$4.69M -$18.6M -321,928 -80%
AA
61
Addison Advisors
Vermont
$4.01M -$144K -2,495 -3%
AQR Capital Management
62
AQR Capital Management
Connecticut
$3.97M +$1.29M +22,261 +48%
KWM
63
Kingsview Wealth Management
Oregon
$3.93M -$64.7K -1,118 -2%
SG
64
StoneX Group
New York
$3.92M +$20.3K +350 +0.5%
KCM
65
KM Capital Management
Texas
$3.05M +$137K +2,362 +5%
WANY
66
Wealthspire Advisors (New York)
New York
$3.03M -$280K -4,845 -8%
RF
67
RHS Financial
California
$3M +$1.23M +21,310 +70%
Cerity Partners
68
Cerity Partners
New York
$2.94M +$5.56K +96 +0.2%
DAS
69
Diversify Advisory Services
Utah
$2.9M -$113K -1,962 -4%
AF
70
Allworth Financial
California
$2.67M -$222K -3,924 -8%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$2.63M +$2.55M +43,988 +2,877%
RW
72
RVW Wealth
California
$2.63M -$131K -2,271 -5%
FTUS
73
Flow Traders U.S.
New York
$2.57M +$2.57M +44,378 New
Goldman Sachs
74
Goldman Sachs
New York
$2.57M +$2.57M +44,362 New
GC
75
Grimes & Company
Massachusetts
$2.51M -$28.5K -492 -1%
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