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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
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$517K
CSP
127
Cary Street Partners
Virginia
$510K
PFBT
128
Parkside Financial Bank & Trust
Missouri
$491K
P
129
&Partners
Tennessee
$481K
Jane Street
130
Jane Street
New York
$472K
Wealthfront Advisers
131
Wealthfront Advisers
California
$445K
MSA
132
Marino Stram & Associates
Massachusetts
$406K
Qube Research & Technologies (QRT)
133
Qube Research & Technologies (QRT)
United Kingdom
$376K
LNB
134
Ledyard National Bank
$376K
JWM
135
JGP Wealth Management
Oregon
$375K
PCM
136
Parsons Capital Management
Rhode Island
$374K
NP
137
NorthRock Partners
Minnesota
$360K
MGIA
138
Moneta Group Investment Advisors
Missouri
$358K
CAL
139
Capital Analysts LLC
Pennsylvania
$358K
SIC
140
SFE Investment Counsel
California
$351K
SAI
141
Savvy Advisors Inc
New York
$349K
IC
142
IEQ Capital
California
$346K
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
$342K
EA
144
Ergawealth Advisors
Illinois
$326K
BTW
145
Boston Trust Walden
Massachusetts
$324K
LKBC
146
L.K. Benson & Company
Maryland
$318K
CAL
147
Capital Advisors Ltd
Ohio
$315K
SRCM
148
Signature Resources Capital Management
California
$300K
FPW
149
Flagship Private Wealth
Massachusetts
$291K
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$290K