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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 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+4
Holders Change %
+1.95%
% of All Funds
2.8%
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
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
SFO
Stokes Family Office
Louisiana
$2.67M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.26M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$72.6M
4
Morgan Stanley
Morgan Stanley
New York
$39.9M
5
UWPG
Ullmann Wealth Partners Group
Florida
$93.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$6.58M +$842K +13,133 +15%
NRW
52
Nova R Wealth
Kansas
$6.45M +$16.5K +258 +0.3%
SCM
53
Sterneck Capital Management
Missouri
$6M -$11.4K -178 -0.2%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$6M +$16K +249 +0.3%
AG
55
AlTi Global
New York
$5.95M -$3.34M -52,042 -36%
KCM
56
KM Capital Management
Texas
$5.9M +$2.52M +39,359 +75%
QCM
57
Quantinno Capital Management
New York
$5.53M +$222K +3,462 +4%
FFA
58
Farther Finance Advisors
California
$5.51M +$56.9K +887 +1%
WFAG
59
Wescott Financial Advisory Group
Pennsylvania
$5.08M -$290K -4,526 -5%
HCA
60
Heck Capital Advisors
Wisconsin
$5.07M +$5.07M +79,122 New
SWP
61
ShoreHaven Wealth Partners
New Jersey
$5.04M -$153K -2,387 -3%
AA
62
Addison Advisors
Vermont
$4.38M -$59.4K -926 -1%
SG
63
StoneX Group
New York
$4.35M +$7.7K +120 +0.2%
KWM
64
Kingsview Wealth Management
Oregon
$4.31M -$49.7K -775 -1%
RF
65
RHS Financial
California
$4.17M +$842K +13,133 +25%
WA
66
Win Advisors
Florida
$4.07M +$2.02M +31,557 +99%
AQR Capital Management
67
AQR Capital Management
Connecticut
$3.87M -$529K -8,245 -12%
VT
68
Vise Technologies
New York
$3.6M +$3.6M +56,094 New
WANY
69
Wealthspire Advisors (New York)
New York
$3.34M -$11.4K -178 -0.3%
Cerity Partners
70
Cerity Partners
New York
$3.27M +$11.2K +175 +0.3%
DAS
71
Diversify Advisory Services
Utah
$3.26M -$99K -1,488 -3%
RW
72
RVW Wealth
California
$2.89M -$23.4K -365 -0.8%
AF
73
Allworth Financial
California
$2.86M -$164K -2,559 -5%
GC
74
Grimes & Company
Massachusetts
$2.73M -$53.6K -836 -2%
SFO
75
Stokes Family Office
Louisiana
$2.67M -$15.8M -245,613 -85%
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