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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.

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
17
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 %
CSP
126
Cary Street Partners
Virginia
$510K 7,959 -159 -2%
PFBT
127
Parkside Financial Bank & Trust
Missouri
$491K 7,661 -60 -0.8%
P
128
&Partners
Tennessee
$481K 7,568 -277 -4%
Jane Street
129
Jane Street
New York
$472K 7,367 -27,899 -79%
Wealthfront Advisers
130
Wealthfront Advisers
California
$445K 6,934 +6,934 New
MSA
131
Marino Stram & Associates
Massachusetts
$406K 6,333 -141 -2%
Qube Research & Technologies (QRT)
132
Qube Research & Technologies (QRT)
United Kingdom
$376K 5,864 +5,864 New
LNB
133
Ledyard National Bank
$376K 5,862 -232 -4%
JWM
134
JGP Wealth Management
Oregon
$375K 5,840 +405 +7%
PCM
135
Parsons Capital Management
Rhode Island
$374K 5,835 +173 +3%
NP
136
NorthRock Partners
Minnesota
$360K 5,618 – –
MGIA
137
Moneta Group Investment Advisors
Missouri
$358K 5,588 +273 +5%
CAL
138
Capital Analysts LLC
Pennsylvania
$358K 5,576 – –
SIC
139
SFE Investment Counsel
California
$351K 5,475 -286 -5%
SAI
140
Savvy Advisors Inc
New York
$349K 5,447 – –
IC
141
IEQ Capital
California
$346K 5,395 +5,395 New
Envestnet Portfolio Solutions
142
Envestnet Portfolio Solutions
Illinois
$342K 5,328 – –
EA
143
Ergawealth Advisors
Illinois
$326K 5,082 -1,493 -23%
BTW
144
Boston Trust Walden
Massachusetts
$324K 5,045 – –
LKBC
145
L.K. Benson & Company
Maryland
$318K 4,958 +7 +0.1%
CAL
146
Capital Advisors Ltd
Ohio
$315K 4,911 -193 -4%
SRCM
147
Signature Resources Capital Management
California
$300K 4,682 – –
FPW
148
Flagship Private Wealth
Massachusetts
$291K 4,537 +12 +0.3%
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$290K 4,526 -1,320 -23%
SPIA
150
Steward Partners Investment Advisory
New York
$290K 4,522 – –
4 5
6
7 8