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iShares US Equity Factor ETF

218 hedge funds and large institutions have $2.6B invested in iShares US Equity Factor ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
MFG
101
Merit Financial Group
Georgia
$992K
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$931K
VCM
103
Versant Capital Management
Arizona
$895K
KWM
104
Kaydan Wealth Management
Michigan
$890K
TP
105
Tranquility Partners
Tennessee
$871K
PAG
106
Private Advisor Group
New Jersey
$867K
SFS
107
Sowell Financial Services
Arkansas
$864K
SF
108
Summit Financial
New Jersey
$859K
NFSG
109
Newbridge Financial Services Group
Florida
$857K
Fidelity Investments
110
Fidelity Investments
Massachusetts
$851K
BSSFA
111
Baron Silver Stevens Financial Advisors
Florida
$775K
SIC
112
Sterling Investment Counsel
New York
$752K
ALA
113
Atlas Legacy Advisors
California
$732K
KAS
114
Kestra Advisory Services
Texas
$728K
MML Investors Services
115
MML Investors Services
Massachusetts
$727K
TPWM
116
Twelve Points Wealth Management
Massachusetts
$723K
BA
117
Bellwether Advisors
Nebraska
$713K
AI
118
Atria Investments
North Carolina
$700K
QPWM
119
Quadrant Private Wealth Management
Pennsylvania
$700K
RPGK
120
Retirement Planning Group (Kansas)
Kansas
$690K
RWB
121
RMR Wealth Builders
New Jersey
$681K
EH
122
Equitable Holdings
New York
$678K
JWA
123
JFS Wealth Advisors
Pennsylvania
$657K
SCA
124
Snowden Capital Advisors
New York
$635K
FIA
125
Foundations Investment Advisors
Arizona
$610K