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

Top Sellers

1
SWP
ShoreHaven Wealth Partners
New Jersey
$4.69M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$71.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$10.2M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$12.1M
5
MML Investors Services
MML Investors Services
Massachusetts
$900K
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
126
TownSquare Capital
Utah
$410K – – –
EA
127
Ergawealth Advisors
Illinois
$381K -$5.27K -91 -1%
CC
128
Callan Capital
California
$375K +$116 +2 +0%
MSA
129
Marino Stram & Associates
Massachusetts
$375K +$17.9K +310 +5%
EH
130
Equitable Holdings
New York
$368K +$4.11K +71 +1%
BCWM
131
Bartlett & Co Wealth Management
Ohio
$367K +$367K +6,347 New
BSSFA
132
Baron Silver Stevens Financial Advisors
Florida
$358K – – –
LNB
133
Ledyard National Bank
$353K +$25.9K +448 +8%
KAS
134
Kestra Advisory Services
Texas
$349K -$73.3K -1,266 -17%
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$338K +$309K +5,346 +1,069%
SIC
136
SFE Investment Counsel
California
$333K +$333K +5,761 New
PCM
137
Parsons Capital Management
Rhode Island
$328K -$59.3K -1,025 -15%
NP
138
NorthRock Partners
Minnesota
$325K – – –
CAL
139
Capital Analysts LLC
Pennsylvania
$323K – – –
SAI
140
Savvy Advisors Inc
New York
$315K – – –
JWM
141
JGP Wealth Management
Oregon
$315K +$42.8K +739 +16%
Envestnet Portfolio Solutions
142
Envestnet Portfolio Solutions
Illinois
$308K – – –
MGIA
143
Moneta Group Investment Advisors
Missouri
$308K +$2.84K +49 +0.9%
CAL
144
Capital Advisors Ltd
Ohio
$295K -$71.1K -1,231 -19%
BTW
145
Boston Trust Walden
Massachusetts
$292K -$4.34K -75 -1%
LKBC
146
L.K. Benson & Company
Maryland
$287K +$289 +5 +0.1%
Baird Financial Group
147
Baird Financial Group
Wisconsin
$286K -$328K -5,663 -53%
AssetMark Inc
148
AssetMark Inc
California
$278K +$192K +3,319 +223%
SRCM
149
Signature Resources Capital Management
California
$271K – – –
MCM
150
MAI Capital Management
Ohio
$264K -$4.11K -71 -2%
4 5
6
7 8