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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
HFS
201
Hantz Financial Services
Michigan
$10K
BIG
202
Brooklyn Investment Group
New York
$9.62K
NWM
203
Nova Wealth Management
Florida
$9.49K
IA
204
IFP Advisors
Florida
$9.11K
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$6.09K
RIA
206
Realta Investment Advisors
Delaware
$5.84K
IRC
207
Investors Research Corp
Georgia
$5.51K
BFP
208
Briaud Financial Planning
Texas
$3K
CVM
209
Cheviot Value Management
California
$2.64K
ADL
210
Asset Dedication LLC
California
$1.67K
S
211
SignatureFD
Georgia
$1.48K
PSFG
212
Park Square Financial Group
Georgia
$449
FTUS
213
Flow Traders U.S.
New York
GS
214
GTS Securities
New York
Renaissance Technologies
215
Renaissance Technologies
New York
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
SIC
217
Sterling Investment Counsel
New York
TC
218
TownSquare Capital
Utah
BCWM
219
Bartlett & Co Wealth Management
Ohio
MCC
220
Money Concepts Capital
Florida
CC
221
Commons Capital
Massachusetts
CWC
222
Carolinas Wealth Consulting
North Carolina
SWM
223
Spire Wealth Management
Virginia
MG
224
Mather Group
Illinois
BOJHT
225
Bank of Jackson Hole Trust
Wyoming