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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 %
FPW
151
Flagship Private Wealth
Massachusetts
$262K +$11.5K +198 +5%
SPIA
152
Steward Partners Investment Advisory
New York
$262K – – –
MCC
153
Money Concepts Capital
Florida
$256K -$49K -846 -16%
BFPW
154
BOK Financial Private Wealth
Colorado
$246K – – –
BTWM
155
Brass Tax Wealth Management
Ohio
$246K – – –
PCIA
156
Prime Capital Investment Advisors
Kansas
$240K – – –
ACA
157
Aptus Capital Advisors
Alabama
$240K -$58 -1 -0%
CC
158
Commons Capital
Massachusetts
$235K -$792K -13,682 -77%
KCM
159
Kanawha Capital Management
Virginia
$231K – – –
CTA
160
Colonial Trust Advisors
South Carolina
$224K -$58 -1 -0%
BFG
161
Bouchey Financial Group
New York
$217K – – –
AHC
162
Anderson Hoagland & Co
Missouri
$216K – – –
IWM
163
IHT Wealth Management
Illinois
$205K -$3.3K -57 -2%
GWM
164
Geneos Wealth Management
Colorado
$194K +$97.1K +1,677 +100%
CWC
165
Carolinas Wealth Consulting
North Carolina
$164K +$347 +6 +0.2%
CIR
166
Clear Investment Research
Georgia
$149K – – –
MAM
167
Morse Asset Management
Connecticut
$145K -$9.49K -164 -6%
EWA
168
EverSource Wealth Advisors
Alabama
$136K +$347 +6 +0.3%
AF
169
Advisornet Financial
Minnesota
$133K +$347 +6 +0.3%
HWM
170
Hemington Wealth Management
Virginia
$122K – – –
PS
171
Principal Securities
Iowa
$94.2K – – –
CA
172
Clearstead Advisors
Ohio
$88.4K – – –
BC
173
Barrett & Company
Rhode Island
$86.6K – – –
SS
174
Sunbelt Securities
Texas
$65.8K -$1.56K -27 -2%
SWM
175
Spire Wealth Management
Virginia
$64.2K +$64.2K +1,109 New
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