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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
JFA
176
JNBA Financial Advisors
Minnesota
$104K
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$98.1K
CA
178
Clearstead Advisors
Ohio
$97.9K
BC
179
Barrett & Company
Rhode Island
$95.9K
SS
180
Sunbelt Securities
Texas
$70.2K
AssetMark Inc
181
AssetMark Inc
California
$60.3K
William Blair & Company
182
William Blair & Company
Illinois
$57.1K
BAM
183
Bellevue Asset Management
Washington
$41.6K
IF
184
Integrity Financial
Wyoming
$37.9K
AT
185
Avalon Trust
New Mexico
$37.2K
CFD
186
Creative Financial Designs
Indiana
$30.6K
GWANC
187
Guardian Wealth Advisors (North Carolina)
North Carolina
$29K
TSMHT
188
Thurston Springer Miller Herd & Titak
Indiana
$28.5K
WWM
189
Wolff Wiese Magana
California
$26.9K
PS
190
Principal Securities
Iowa
$24.1K
RWM
191
Rialto Wealth Management
New York
$23K
HBW
192
Hazlett, Burt & Watson
West Virginia
$22K
BBHC
193
Brown Brothers Harriman & Co
New York
$21.9K
CT
194
Caldwell Trust
Florida
$21.5K
AWM
195
AE Wealth Management
Kansas
$20.8K
SAM
196
Smartleaf Asset Management
Massachusetts
$20.6K
OP
197
ORG Partners
Indiana
$20.4K
Comerica Bank
198
Comerica Bank
Texas
$16.9K
BLC
199
Brown, Lisle/Cummings
Rhode Island
$13.5K
US Bancorp
200
US Bancorp
Minnesota
$12.4K