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iShares US Equity Factor ETF
LRGF

Overview Fund Activity

209 hedge funds and large institutions have $2.28B invested in iShares US Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 75 reducing their positions, and 17 closing their positions.

Holders
209
Holders Change
+4
Holders Change %
+1.95%
% of All Funds
2.81%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
23
Increased
68
Reduced
75
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$49.4M
2
KIM
2
Kestra Investment Management
Texas
$55.9M
3
TWM
3
Tolleson Wealth Management
Texas
$135M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$9.73M
5
PL
5
Plancorp LLC
Missouri
$112M

Top Sellers

1
SFO
1
Stokes Family Office
Louisiana
$2.67M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.26M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$72.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$39.9M
5
UWPG
5
Ullmann Wealth Partners Group
Florida
$93.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
201
IFP Advisors
Florida
$9.11K – – –
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$6.09K – – –
RIA
203
Realta Investment Advisors
Delaware
$5.84K -$3.34K -52 -36%
IRC
204
Investors Research Corp
Georgia
$5.52K – – –
BFP
205
Briaud Financial Planning
Texas
$3K +$3K +51 New
CVM
206
Cheviot Value Management
California
$2.64K – – –
ADL
207
Asset Dedication LLC
California
$1.67K +$1.67K +26 New
S
208
SignatureFD
Georgia
$1.48K +$1.48K +23 New
PSFG
209
Park Square Financial Group
Georgia
$449 – – –
FTUS
210
Flow Traders U.S.
New York
– -$2.57M -44,378 Closed
GS
211
GTS Securities
New York
– -$1.43M -24,741 Closed
Renaissance Technologies
212
Renaissance Technologies
New York
– -$1.04M -17,900 Closed
Susquehanna International Group
213
Susquehanna International Group
Pennsylvania
– -$648K -11,191 Closed
SIC
214
Sterling Investment Counsel
New York
– -$442K -7,631 Closed
TC
215
TownSquare Capital
Utah
– -$410K -7,090 Closed
BCWM
216
Bartlett & Co Wealth Management
Ohio
– -$367K -6,347 Closed
MCC
217
Money Concepts Capital
Florida
– -$256K -4,430 Closed
CC
218
Commons Capital
Massachusetts
– -$235K -4,061 Closed
CWC
219
Carolinas Wealth Consulting
North Carolina
– -$164K -2,827 Closed
SWM
220
Spire Wealth Management
Virginia
– -$64.2K -1,109 Closed
MG
221
Mather Group
Illinois
– -$44.3K -765 Closed
BOJHT
222
Bank of Jackson Hole Trust
Wyoming
– -$10.1K -163 Closed
CA
223
Continuum Advisory
Idaho
– -$1.39K -24 Closed
RWM
224
Ruedi Wealth Management
Illinois
– -$897 -15 Closed
WPA
225
West Paces Advisors
Georgia
– -$637 -11 Closed
6 7 8
9
10