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iShares US Equity Factor ETF

242 hedge funds and large institutions have $2.42B invested in iShares US Equity Factor ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
RW
76
RVW Wealth
California
$2.97M
EA
77
Everpar Advisors
Oklahoma
$2.9M
AF
78
Allworth Financial
California
$2.79M
GC
79
Grimes & Company
Massachusetts
$2.79M
MCA
80
Magnolia Capital Advisors
Mississippi
$2.53M
HGA
81
Hobbs Group Advisors
South Carolina
$2.38M
SFO
82
Stokes Family Office
Louisiana
$2.24M
UBS Group
83
UBS Group
Switzerland
$2.23M
SWGC
84
Summit Wealth Group (Colorado)
Colorado
$2.03M
MSWMA
85
Market Street Wealth Management Advisors
Indiana
$1.94M
BWS
86
BFI Wealth Solutions
Texas
$1.89M
MWM
87
Maimon Wealth Management
Israel
$1.79M
GA
88
GSG Advisors
New Jersey
$1.72M
PAG
89
Private Advisor Group
New Jersey
$1.71M
Betterment LLC
90
Betterment LLC
New York
$1.62M
MFG
91
Merit Financial Group
Georgia
$1.58M
IDA
92
Intelligence Driven Advisers
California
$1.55M
Goldman Sachs
93
Goldman Sachs
New York
$1.52M
Stifel Financial
94
Stifel Financial
Missouri
$1.5M
Creative Planning
95
Creative Planning
Kansas
$1.48M
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$1.43M
ECA
97
Elevation Capital Advisory
Oregon
$1.25M
PIFP
98
Partners in Financial Planning
Virginia
$1.25M
SSWM
99
Smith Salley Wealth Management
North Carolina
$1.24M
MA
100
MONECO Advisors
Connecticut
$1.24M