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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 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+4
Holders Change %
+1.95%
% of All Funds
2.8%
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
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
SFO
Stokes Family Office
Louisiana
$2.67M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.26M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$72.6M
4
Morgan Stanley
Morgan Stanley
New York
$39.9M
5
UWPG
Ullmann Wealth Partners Group
Florida
$93.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
101
Merit Financial Group
Georgia
$918K +$26.9K +419 +3%
RWB
102
RMR Wealth Builders
New Jersey
$869K +$869K +13,550 New
VCM
103
Versant Capital Management
Arizona
$831K – – –
KWM
104
Kaydan Wealth Management
Michigan
$830K -$63.5K -990 -7%
NFSG
105
Newbridge Financial Services Group
Florida
$821K +$821K +12,800 New
TP
106
Tranquility Partners
Tennessee
$809K – – –
PAG
107
Private Advisor Group
New Jersey
$806K -$385 -6 -0%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$761K +$76.7K +1,196 +11%
MML Investors Services
109
MML Investors Services
Massachusetts
$754K -$243K -3,793 -24%
BSSFA
110
Baron Silver Stevens Financial Advisors
Florida
$719K +$322K +5,026 +81%
ALA
111
Atlas Legacy Advisors
California
$674K – – –
TPWM
112
Twelve Points Wealth Management
Massachusetts
$672K -$10.3K -161 -2%
BA
113
Bellwether Advisors
Nebraska
$657K +$1.15K +18 +0.2%
QPWM
114
Quadrant Private Wealth Management
Pennsylvania
$654K -$279K -4,358 -30%
AI
115
Atria Investments
North Carolina
$650K – – –
RPGK
116
Retirement Planning Group (Kansas)
Kansas
$635K -$2.37K -37 -0.4%
EH
117
Equitable Holdings
New York
$628K +$220K +3,431 +54%
SCA
118
Snowden Capital Advisors
New York
$603K – – –
TC
119
TAGStone Capital
North Carolina
$586K +$3.5K +53 +0.6%
SFS
120
Sowell Financial Services
Arkansas
$575K -$513 -8 -0.1%
KAS
121
Kestra Advisory Services
Texas
$556K +$169K +2,639 +44%
FIA
122
Foundations Investment Advisors
Arizona
$538K +$538K +8,393 New
WC
123
Weil Company
California
$534K -$583K -9,099 -52%
CW
124
CreativeOne Wealth
Kansas
$524K -$26.1K -407 -5%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$517K -$7.96K -124 -2%
3 4
5
6 7