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iShares US Equity Factor ETF

242 hedge funds and large institutions have $2.42B invested in iShares US Equity Factor ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
BTW
151
Boston Trust Walden
Massachusetts
$333K
LKBC
152
L.K. Benson & Company
Maryland
$329K
SPIA
153
Steward Partners Investment Advisory
New York
$314K
FPW
154
Flagship Private Wealth
Massachusetts
$310K
DADC
155
D.A. Davidson & Co
Montana
$307K
HWMG
156
Hurlow Wealth Management Group
Indiana
$296K
SB
157
Strategic Blueprint
Georgia
$291K
AC
158
AlphaCore Capital
California
$287K
OSAM
159
O'Shaughnessy Asset Management
Connecticut
$283K
JF
160
Joule Financial
Kentucky
$283K
TC
161
TAGStone Capital
North Carolina
$282K
BFPW
162
BOK Financial Private Wealth
Colorado
$281K
AHC
163
Anderson Hoagland & Co
Missouri
$277K
ACA
164
Aptus Capital Advisors
Alabama
$273K
EA
165
Ergawealth Advisors
Illinois
$270K
PCIA
166
Prime Capital Investment Advisors
Kansas
$265K
KCM
167
Kanawha Capital Management
Virginia
$264K
CAL
168
Capital Advisors Ltd
Ohio
$259K
BFG
169
Bouchey Financial Group
New York
$258K
B
170
BetterWealth
California
$248K
Russell Investments Group
171
Russell Investments Group
United Kingdom
$247K
BMCM
172
Bryn Mawr Capital Management
Pennsylvania
$247K
Baird Financial Group
173
Baird Financial Group
Wisconsin
$238K
WW
174
Wright Wealth
Georgia
$236K
JWA
175
JFS Wealth Advisors
Pennsylvania
$236K