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iShares US Equity Factor ETF

212 hedge funds and large institutions have $2.32B invested in iShares US Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 74 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:

1.68% more ownership

Funds ownership: 88.17%89.85% (+1.7%)

7% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 74

Holders
212
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
SPIA
151
Steward Partners Investment Advisory
New York
$290K
TAM
152
Tucker Asset Management
Colorado
$289K
MCM
153
MAI Capital Management
Ohio
$288K
BFPW
154
BOK Financial Private Wealth
Colorado
$273K
BTWM
155
Brass Tax Wealth Management
Ohio
$272K
AHC
156
Anderson Hoagland & Co
Missouri
$269K
FPCP
157
Fort Point Capital Partners
California
$267K
PCIA
158
Prime Capital Investment Advisors
Kansas
$267K
CM
159
Columbus Macro
Pennsylvania
$266K
ACA
160
Aptus Capital Advisors
Alabama
$266K
KCM
161
Kanawha Capital Management
Virginia
$256K
BMCM
162
Bryn Mawr Capital Management
Pennsylvania
$240K
BFG
163
Bouchey Financial Group
New York
$240K
Baird Financial Group
164
Baird Financial Group
Wisconsin
$231K
CTA
165
Colonial Trust Advisors
South Carolina
$224K
IWM
166
IHT Wealth Management
Illinois
$223K
GLLW
167
Graves Light Lenhart Wealth
Virginia
$208K
GWM
168
GDS Wealth Management
Texas
$201K
GAG
169
Goodman Advisory Group
Massachusetts
$168K
CIR
170
Clear Investment Research
Georgia
$165K
MAM
171
Morse Asset Management
Connecticut
$160K
EWA
172
EverSource Wealth Advisors
Alabama
$151K
AF
173
Advisornet Financial
Minnesota
$148K
HWM
174
Hemington Wealth Management
Virginia
$135K
GWM
175
Geneos Wealth Management
Colorado
$108K