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iShares US Equity Factor ETF

218 hedge funds and large institutions have $2.6B invested in iShares US Equity Factor ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
AF
76
Allworth Financial
California
$3.01M
GC
77
Grimes & Company
Massachusetts
$2.94M
HGA
78
Hobbs Group Advisors
South Carolina
$2.53M
UBS Group
79
UBS Group
Switzerland
$2.52M
FFA
80
Farther Finance Advisors
California
$2.39M
MSWMA
81
Market Street Wealth Management Advisors
Indiana
$2.2M
MCA
82
Magnolia Capital Advisors
Mississippi
$2.15M
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$1.94M
GA
84
GSG Advisors
New Jersey
$1.8M
Betterment LLC
85
Betterment LLC
New York
$1.71M
Stifel Financial
86
Stifel Financial
Missouri
$1.59M
IDA
87
Intelligence Driven Advisers
California
$1.57M
MA
88
MONECO Advisors
Connecticut
$1.56M
EFA
89
Edge Financial Advisors
Illinois
$1.53M
Creative Planning
90
Creative Planning
Kansas
$1.53M
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$1.52M
PIFP
92
Partners in Financial Planning
Virginia
$1.33M
SSWM
93
Smith Salley Wealth Management
North Carolina
$1.32M
PS
94
Planned Solutions
California
$1.3M
FFA
95
First Foundation Advisors
California
$1.23M
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$1.23M
ASN
97
Advisory Services Network
Georgia
$1.18M
P
98
&Partners
Tennessee
$1.16M
NA
99
NewEdge Advisors
Louisiana
$1.09M
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$1.03M