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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 16 closing their positions.

Holders
209
Holders Change
+4
Holders Change %
+1.95%
% of All Funds
2.81%
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
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$49.4M
2
KIM
2
Kestra Investment Management
Texas
$55.9M
3
TWM
3
Tolleson Wealth Management
Texas
$135M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$9.73M
5
PL
5
Plancorp LLC
Missouri
$112M

Top Sellers

1
SFO
1
Stokes Family Office
Louisiana
$2.67M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.26M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$72.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$39.9M
5
UWPG
5
Ullmann Wealth Partners Group
Florida
$93.8M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
101
Merit Financial Group
Georgia
$918K 14,316 +419 +3%
RWB
102
RMR Wealth Builders
New Jersey
$869K 13,550 +13,550 New
VCM
103
Versant Capital Management
Arizona
$831K 12,962 – –
KWM
104
Kaydan Wealth Management
Michigan
$830K 12,950 -990 -7%
NFSG
105
Newbridge Financial Services Group
Florida
$821K 12,800 +12,800 New
TP
106
Tranquility Partners
Tennessee
$809K 12,615 – –
PAG
107
Private Advisor Group
New Jersey
$806K 12,573 -6 -0%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$761K 11,868 +1,196 +11%
MML Investors Services
109
MML Investors Services
Massachusetts
$754K 11,758 -3,793 -24%
BSSFA
110
Baron Silver Stevens Financial Advisors
Florida
$719K 11,218 +5,026 +81%
ALA
111
Atlas Legacy Advisors
California
$674K 10,503 – –
TPWM
112
Twelve Points Wealth Management
Massachusetts
$672K 10,471 -161 -2%
BA
113
Bellwether Advisors
Nebraska
$657K 10,240 +18 +0.2%
QPWM
114
Quadrant Private Wealth Management
Pennsylvania
$654K 10,196 -4,358 -30%
AI
115
Atria Investments
North Carolina
$650K 10,134 – –
RPGK
116
Retirement Planning Group (Kansas)
Kansas
$635K 9,895 -37 -0.4%
EH
117
Equitable Holdings
New York
$628K 9,793 +3,431 +54%
SCA
118
Snowden Capital Advisors
New York
$603K 9,399 – –
TC
119
TAGStone Capital
North Carolina
$586K 8,878 +53 +0.6%
SFS
120
Sowell Financial Services
Arkansas
$575K 8,968 -8 -0.1%
KAS
121
Kestra Advisory Services
Texas
$556K 8,663 +2,639 +44%
FIA
122
Foundations Investment Advisors
Arizona
$538K 8,393 +8,393 New
WC
123
Weil Company
California
$534K 8,322 -9,099 -52%
CW
124
CreativeOne Wealth
Kansas
$524K 8,177 -407 -5%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$517K 8,055 -124 -2%
3 4
5
6 7