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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 22 funds opening new positions, 80 increasing their positions, 77 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
TC
151
TAGStone Capital
North Carolina
$293K
AHC
152
Anderson Hoagland & Co
Missouri
$290K
CM
153
Columbus Macro
Pennsylvania
$286K
ACA
154
Aptus Capital Advisors
Alabama
$286K
PCIA
155
Prime Capital Investment Advisors
Kansas
$277K
KCM
156
Kanawha Capital Management
Virginia
$276K
HA
157
Herold Advisors
New York
$275K
CAL
158
Capital Advisors Ltd
Ohio
$271K
BMCM
159
Bryn Mawr Capital Management
Pennsylvania
$259K
BFG
160
Bouchey Financial Group
New York
$259K
TAM
161
Tucker Asset Management
Colorado
$255K
Baird Financial Group
162
Baird Financial Group
Wisconsin
$249K
EPW
163
Endeavor Private Wealth
Kansas
$240K
IWM
164
IHT Wealth Management
Illinois
$239K
CTA
165
Colonial Trust Advisors
South Carolina
$228K
ECA
166
Elevation Capital Advisory
Oregon
$227K
PCM
167
Parsons Capital Management
Rhode Island
$225K
GLLW
168
Graves Light Lenhart Wealth
Virginia
$224K
GWM
169
GDS Wealth Management
Texas
$216K
WWM
170
Western Wealth Management
Colorado
$211K
TRCT
171
Tower Research Capital (TRC)
New York
$208K
SP
172
Stonebrook Private
Michigan
$206K
LA
173
LexAurum Advisors
Kansas
$202K
MCC
174
Money Concepts Capital
Florida
$202K
CIR
175
Clear Investment Research
Georgia
$178K