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iShares US Equity Factor ETF

211 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 24 funds opening new positions, 68 increasing their positions, 75 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.26% more ownership

Funds ownership: 88.17%88.43% (+0.26%)

9% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 75

Holders
211
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

Top Buyers

1 +$29.4M
2 +$29.2M
3 +$13.8M
4
Two Sigma Investments
Two Sigma Investments
New York
+$9.73M
5
PL
Plancorp LLC
Missouri
+$9.56M
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
76
Stokes Family Office
Louisiana
$2.67M
PWA
77
Physician Wealth Advisors
Utah
$2.52M
HGA
78
Hobbs Group Advisors
South Carolina
$2.34M
Osaic Holdings
79
Osaic Holdings
Arizona
$2.26M
MSWMA
80
Market Street Wealth Management Advisors
Indiana
$2.2M
UBS Group
81
UBS Group
Switzerland
$2.18M
SWGC
82
Summit Wealth Group (Colorado)
Colorado
$2.11M
Goldman Sachs
83
Goldman Sachs
New York
$2.09M
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$1.82M
MCA
85
Magnolia Capital Advisors
Mississippi
$1.79M
MA
86
MONECO Advisors
Connecticut
$1.73M
GA
87
GSG Advisors
New Jersey
$1.67M
HFA
88
Hershey Financial Advisers
Pennsylvania
$1.61M
Betterment LLC
89
Betterment LLC
New York
$1.57M
SSWM
90
Smith Salley Wealth Management
North Carolina
$1.57M
EFA
91
Edge Financial Advisors
Illinois
$1.56M
IDA
92
Intelligence Driven Advisers
California
$1.5M
JWA
93
JFS Wealth Advisors
Pennsylvania
$1.42M
Stifel Financial
94
Stifel Financial
Missouri
$1.37M
Creative Planning
95
Creative Planning
Kansas
$1.35M
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$1.34M
PIFP
97
Partners in Financial Planning
Virginia
$1.25M
PS
98
Planned Solutions
California
$1.23M
FFA
99
First Foundation Advisors
California
$1.13M
ASN
100
Advisory Services Network
Georgia
$1.1M