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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 %
MSWMA
76
Market Street Wealth Management Advisors
Indiana
$2.25M -$157K -2,718 -7%
PWA
77
Physician Wealth Advisors
Utah
$2.22M -$108K -1,863 -5%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$2.19M +$211K +3,641 +11%
UBS Group
79
UBS Group
Switzerland
$2.13M -$73.6K -1,272 -3%
HGA
80
Hobbs Group Advisors
South Carolina
$2.12M -$89.8K -1,551 -4%
Jane Street
81
Jane Street
New York
$2.04M +$2.04M +35,266 New
WA
82
Win Advisors
Florida
$1.84M +$1.84M +31,864 New
GA
83
GSG Advisors
New Jersey
$1.66M +$1.69K +30 +0.1%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$1.66M -$2.07M -35,733 -56%
MA
85
MONECO Advisors
Connecticut
$1.59M +$4.28K +74 +0.3%
Betterment LLC
86
Betterment LLC
New York
$1.43M +$93K +1,607 +7%
GS
87
GTS Securities
New York
$1.43M +$1.43M +24,741 New
SSWM
88
Smith Salley Wealth Management
North Carolina
$1.42M -$73K -1,262 -5%
JWA
89
JFS Wealth Advisors
Pennsylvania
$1.38M -$2.22M -38,376 -62%
Stifel Financial
90
Stifel Financial
Missouri
$1.32M +$37.8K +653 +3%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$1.29M -$8.05K -139 -0.6%
Creative Planning
92
Creative Planning
Kansas
$1.24M +$19.7K +340 +2%
MCA
93
Magnolia Capital Advisors
Mississippi
$1.24M +$167K +2,879 +16%
GAG
94
Goodman Advisory Group
Massachusetts
$1.18M -$35.6K -615 -3%
PIFP
95
Partners in Financial Planning
Virginia
$1.16M -$26.8K -463 -2%
ASN
96
Advisory Services Network
Georgia
$1.11M +$136K +2,349 +14%
PS
97
Planned Solutions
California
$1.1M +$91.9K +1,588 +9%
Renaissance Technologies
98
Renaissance Technologies
New York
$1.04M -$359K -6,200 -26%
FFA
99
First Foundation Advisors
California
$1.02M -$353K -6,098 -26%
WC
100
Weil Company
California
$1.01M -$74.5K -1,287 -7%
2 3
4
5 6