LRGF icon

iShares US Equity Factor ETF

211 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 24 funds opening new positions, 68 increasing their positions, 75 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.26% more ownership

Funds ownership: 88.17%88.43% (+0.26%)

9% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 75

Holders
211
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

Top Buyers

1 +$29.4M
2 +$29.2M
3 +$13.8M
4
Two Sigma Investments
Two Sigma Investments
New York
+$9.73M
5
PL
Plancorp LLC
Missouri
+$9.56M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$1.05M
MFG
102
Merit Financial Group
Georgia
$918K
RWB
103
RMR Wealth Builders
New Jersey
$869K
VCM
104
Versant Capital Management
Arizona
$831K
KWM
105
Kaydan Wealth Management
Michigan
$830K
NFSG
106
Newbridge Financial Services Group
Florida
$821K
TP
107
Tranquility Partners
Tennessee
$809K
PAG
108
Private Advisor Group
New Jersey
$806K
Fidelity Investments
109
Fidelity Investments
Massachusetts
$761K
MML Investors Services
110
MML Investors Services
Massachusetts
$754K
BSSFA
111
Baron Silver Stevens Financial Advisors
Florida
$719K
ALA
112
Atlas Legacy Advisors
California
$674K
TPWM
113
Twelve Points Wealth Management
Massachusetts
$672K
BA
114
Bellwether Advisors
Nebraska
$657K
QPWM
115
Quadrant Private Wealth Management
Pennsylvania
$654K
AI
116
Atria Investments
North Carolina
$650K
RPGK
117
Retirement Planning Group (Kansas)
Kansas
$635K
EH
118
Equitable Holdings
New York
$628K
SCA
119
Snowden Capital Advisors
New York
$603K
TC
120
TAGStone Capital
North Carolina
$586K
SFS
121
Sowell Financial Services
Arkansas
$575K
KAS
122
Kestra Advisory Services
Texas
$556K
FIA
123
Foundations Investment Advisors
Arizona
$538K
WC
124
Weil Company
California
$534K
CW
125
CreativeOne Wealth
Kansas
$524K