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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
MAM
176
Morse Asset Management
Connecticut
$173K
KFGK
177
Keystone Financial Group (Kentucky)
Kentucky
$168K
EWA
178
EverSource Wealth Advisors
Alabama
$160K
GAG
179
Goodman Advisory Group
Massachusetts
$159K
SRCM
180
Signature Resources Capital Management
California
$146K
GWM
181
Geneos Wealth Management
Colorado
$116K
JFA
182
JNBA Financial Advisors
Minnesota
$112K
CA
183
Clearstead Advisors
Ohio
$105K
BC
184
Barrett & Company
Rhode Island
$82.6K
AssetMark Inc
185
AssetMark Inc
California
$77.8K
SS
186
Sunbelt Securities
Texas
$71.3K
William Blair & Company
187
William Blair & Company
Illinois
$57.4K
MG
188
Mather Group
Illinois
$52.9K
IF
189
Integrity Financial
Wyoming
$40.9K
BAM
190
Bellevue Asset Management
Washington
$40.4K
AT
191
Avalon Trust
New Mexico
$40.1K
CFD
192
Creative Financial Designs
Indiana
$33K
PS
193
Principal Securities
Iowa
$30.3K
WWM
194
Wolff Wiese Magana
California
$29K
HBW
195
Hazlett, Burt & Watson
West Virginia
$24K
BBHC
196
Brown Brothers Harriman & Co
New York
$23.6K
AWM
197
AE Wealth Management
Kansas
$23.6K
CT
198
Caldwell Trust
Florida
$23.1K
RWM
199
Rialto Wealth Management
New York
$23.1K
SAM
200
Smartleaf Asset Management
Massachusetts
$22.3K