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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
Renaissance Technologies
126
Renaissance Technologies
New York
$587K
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$585K
CSP
128
Cary Street Partners
Virginia
$549K
JWM
129
JGP Wealth Management
Oregon
$542K
CW
130
CreativeOne Wealth
Kansas
$537K
MSA
131
Marino Stram & Associates
Massachusetts
$529K
PFBT
132
Parkside Financial Bank & Trust
Missouri
$496K
WC
133
Weil Company
California
$438K
MGIA
134
Moneta Group Investment Advisors
Missouri
$437K
LNB
135
Ledyard National Bank
$401K
CAL
136
Capital Analysts LLC
Pennsylvania
$385K
SAI
137
Savvy Advisors Inc
New York
$376K
IC
138
IEQ Capital
California
$374K
SIC
139
SFE Investment Counsel
California
$371K
Envestnet Portfolio Solutions
140
Envestnet Portfolio Solutions
Illinois
$368K
NP
141
NorthRock Partners
Minnesota
$360K
EA
142
Ergawealth Advisors
Illinois
$351K
BTW
143
Boston Trust Walden
Massachusetts
$349K
LKBC
144
L.K. Benson & Company
Maryland
$343K
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$324K
SPIA
146
Steward Partners Investment Advisory
New York
$321K
FPW
147
Flagship Private Wealth
Massachusetts
$318K
MCM
148
MAI Capital Management
Ohio
$310K
BFPW
149
BOK Financial Private Wealth
Colorado
$294K
BTWM
150
Brass Tax Wealth Management
Ohio
$293K