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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

205 hedge funds and large institutions have $1.99B invested in iShares US Equity Factor ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 79 increasing their positions, 69 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+2
Holders Change %
+0.99%
% of All Funds
2.79%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
17
Increased
79
Reduced
69
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$43.6M
2
MWM
2
Modern Wealth Management
Kansas
$14M
3
AWM
3
Affinity Wealth Management
Delaware
$37.8M
4
EL
4
EWA LLC
Pennsylvania
$28.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$9.41M

Top Sellers

1
SWP
1
ShoreHaven Wealth Partners
New Jersey
$4.69M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$71.8M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.2M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$12.1M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$900K
Name Holding Trade Value Shares
Change 		Shares
Change %
IDA
101
Intelligence Driven Advisers
California
$1M +$1M +17,346 New
MML Investors Services
102
MML Investors Services
Massachusetts
$900K -$5.12M -88,396 -85%
NA
103
NewEdge Advisors
Louisiana
$889K -$351K -6,062 -28%
QPWM
104
Quadrant Private Wealth Management
Pennsylvania
$842K +$64.9K +1,122 +8%
KWM
105
Kaydan Wealth Management
Michigan
$807K -$49.8K -860 -6%
MFG
106
Merit Financial Group
Georgia
$804K +$469K +8,106 +140%
VCM
107
Versant Capital Management
Arizona
$750K – – –
TP
108
Tranquility Partners
Tennessee
$730K – – –
PAG
109
Private Advisor Group
New Jersey
$728K +$174 +3 +0%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$648K +$648K +11,191 New
ALA
111
Atlas Legacy Advisors
California
$626K – – –
Fidelity Investments
112
Fidelity Investments
Massachusetts
$618K +$164K +2,831 +36%
TPWM
113
Twelve Points Wealth Management
Massachusetts
$615K +$9.49K +164 +2%
BA
114
Bellwether Advisors
Nebraska
$588K +$18.1K +315 +3%
AI
115
Atria Investments
North Carolina
$587K -$134K -2,308 -19%
RPGK
116
Retirement Planning Group (Kansas)
Kansas
$575K -$155K -2,677 -21%
SCA
117
Snowden Capital Advisors
New York
$544K +$68.2K +1,178 +14%
SFS
118
Sowell Financial Services
Arkansas
$520K +$520K +8,976 New
TC
119
TAGStone Capital
North Carolina
$511K +$1.45K +25 +0.3%
CW
120
CreativeOne Wealth
Kansas
$497K -$97.5K -1,684 -16%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$473K -$21.1K -365 -4%
CSP
122
Cary Street Partners
Virginia
$470K – – –
P
123
&Partners
Tennessee
$451K +$39.2K +682 +10%
PFBT
124
Parkside Financial Bank & Trust
Missouri
$447K -$77.3K -1,336 -15%
SIC
125
Sterling Investment Counsel
New York
$442K +$442K +7,631 New
3 4
5
6 7