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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 %
PWA
76
Physician Wealth Advisors
Utah
$2.52M +$59.3K +925 +2%
HGA
77
Hobbs Group Advisors
South Carolina
$2.34M – – –
Osaic Holdings
78
Osaic Holdings
Arizona
$2.26M -$7.8M -126,050 -78%
MSWMA
79
Market Street Wealth Management Advisors
Indiana
$2.2M -$294K -4,592 -12%
UBS Group
80
UBS Group
Switzerland
$2.18M -$183K -2,857 -8%
SWGC
81
Summit Wealth Group (Colorado)
Colorado
$2.11M +$2.11M +32,885 New
Goldman Sachs
82
Goldman Sachs
New York
$2.09M -$752K -11,729 -26%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$1.82M -$16.2K -253 -0.9%
MCA
84
Magnolia Capital Advisors
Mississippi
$1.79M +$418K +6,515 +31%
MA
85
MONECO Advisors
Connecticut
$1.73M -$32.5K -507 -2%
GA
86
GSG Advisors
New Jersey
$1.67M -$223K -3,471 -12%
HFA
87
Hershey Financial Advisers
Pennsylvania
$1.61M +$1.61M +25,141 New
Betterment LLC
88
Betterment LLC
New York
$1.58M -$13.5K -211 -0.9%
SSWM
89
Smith Salley Wealth Management
North Carolina
$1.57M – – –
EFA
90
Edge Financial Advisors
Illinois
$1.56M +$1.56M +24,380 New
IDA
91
Intelligence Driven Advisers
California
$1.5M +$387K +6,035 +35%
JWA
92
JFS Wealth Advisors
Pennsylvania
$1.42M -$115K -1,797 -8%
Stifel Financial
93
Stifel Financial
Missouri
$1.37M -$94.9K -1,480 -6%
Creative Planning
94
Creative Planning
Kansas
$1.35M -$21.4K -333 -2%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$1.34M -$94.5K -1,474 -7%
PIFP
96
Partners in Financial Planning
Virginia
$1.25M -$36.2K -565 -3%
PS
97
Planned Solutions
California
$1.23M +$14.9K +233 +1%
FFA
98
First Foundation Advisors
California
$1.13M – – –
ASN
99
Advisory Services Network
Georgia
$1.1M -$154K -2,343 -12%
NA
100
NewEdge Advisors
Louisiana
$1.05M +$66.2K +1,032 +7%
2 3
4
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