LRGF icon

iShares US Equity Factor ETF

215 hedge funds and large institutions have $2.59B invested in iShares US Equity Factor ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
VCM
101
Versant Capital Management
Arizona
$895K
KWM
102
Kaydan Wealth Management
Michigan
$890K
TP
103
Tranquility Partners
Tennessee
$871K
PAG
104
Private Advisor Group
New Jersey
$867K
SFS
105
Sowell Financial Services
Arkansas
$864K
SF
106
Summit Financial
New Jersey
$859K
NFSG
107
Newbridge Financial Services Group
Florida
$857K
Fidelity Investments
108
Fidelity Investments
Massachusetts
$851K
BSSFA
109
Baron Silver Stevens Financial Advisors
Florida
$775K
SIC
110
Sterling Investment Counsel
New York
$752K
ALA
111
Atlas Legacy Advisors
California
$732K
KAS
112
Kestra Advisory Services
Texas
$728K
MML Investors Services
113
MML Investors Services
Massachusetts
$727K
TPWM
114
Twelve Points Wealth Management
Massachusetts
$723K
BA
115
Bellwether Advisors
Nebraska
$713K
AI
116
Atria Investments
North Carolina
$700K
QPWM
117
Quadrant Private Wealth Management
Pennsylvania
$700K
RPGK
118
Retirement Planning Group (Kansas)
Kansas
$690K
RWB
119
RMR Wealth Builders
New Jersey
$681K
EH
120
Equitable Holdings
New York
$678K
JWA
121
JFS Wealth Advisors
Pennsylvania
$657K
SCA
122
Snowden Capital Advisors
New York
$635K
FIA
123
Foundations Investment Advisors
Arizona
$610K
Renaissance Technologies
124
Renaissance Technologies
New York
$587K
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$585K