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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 %
William Blair & Company
176
William Blair & Company
Illinois
$51.6K -$17K -294 -25%
SAM
177
Smartleaf Asset Management
Massachusetts
$46.1K +$44.9K +780 +3,714%
MG
178
Mather Group
Illinois
$44.3K – – –
BAM
179
Bellevue Asset Management
Washington
$37.5K +$58 +1 +0.2%
IF
180
Integrity Financial
Wyoming
$34.2K – – –
AT
181
Avalon Trust
New Mexico
$33.6K – – –
CFD
182
Creative Financial Designs
Indiana
$27.6K – – –
GWANC
183
Guardian Wealth Advisors (North Carolina)
North Carolina
$26.2K – – –
WWM
184
Wolff Wiese Magana
California
$24.3K – – –
TSMHT
185
Thurston Springer Miller Herd & Titak
Indiana
$21K – – –
RWM
186
Rialto Wealth Management
New York
$20.8K – – –
BBHC
187
Brown Brothers Harriman & Co
New York
$19.8K – – –
AWM
188
AE Wealth Management
Kansas
$18.8K -$232 -4 -1%
OP
189
ORG Partners
Indiana
$18.4K -$26.2K -451 -59%
HBW
190
Hazlett, Burt & Watson
West Virginia
$18K -$643 -11 -3%
Comerica Bank
191
Comerica Bank
Texas
$15.3K – – –
BLC
192
Brown, Lisle/Cummings
Rhode Island
$12.2K – – –
US Bancorp
193
US Bancorp
Minnesota
$11.2K +$1.51K +26 +16%
BOJHT
194
Bank of Jackson Hole Trust
Wyoming
$10.1K – – –
RIA
195
Realta Investment Advisors
Delaware
$8.3K +$3.02K +52 +57%
IA
196
IFP Advisors
Florida
$8.22K +$4.63K +80 +129%
NWM
197
Nova Wealth Management
Florida
$7.81K +$7.81K +135 New
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$5.5K – – –
IRC
199
Investors Research Corp
Georgia
$4.98K – – –
CVM
200
Cheviot Value Management
California
$2.34K +$2.34K +40 New
5 6 7
8
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