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iShares US Equity Factor ETF

211 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 24 funds opening new positions, 68 increasing their positions, 75 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:

0.26% more ownership

Funds ownership: 88.17%88.43% (+0.26%)

9% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 75

Holders
211
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

Top Buyers

1 +$29.4M
2 +$29.2M
3 +$13.8M
4
Two Sigma Investments
Two Sigma Investments
New York
+$9.73M
5
PL
Plancorp LLC
Missouri
+$9.56M
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
201
Brooklyn Investment Group
New York
$9.62K
NWM
202
Nova Wealth Management
Florida
$9.49K
IA
203
IFP Advisors
Florida
$9.11K
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$6.09K
RIA
205
Realta Investment Advisors
Delaware
$5.84K
IRC
206
Investors Research Corp
Georgia
$5.51K
BFP
207
Briaud Financial Planning
Texas
$3K
CVM
208
Cheviot Value Management
California
$2.64K
ADL
209
Asset Dedication LLC
California
$1.67K
S
210
SignatureFD
Georgia
$1.48K
PSFG
211
Park Square Financial Group
Georgia
$449
FTUS
212
Flow Traders U.S.
New York
GS
213
GTS Securities
New York
Renaissance Technologies
214
Renaissance Technologies
New York
Susquehanna International Group
215
Susquehanna International Group
Pennsylvania
SIC
216
Sterling Investment Counsel
New York
TC
217
TownSquare Capital
Utah
BCWM
218
Bartlett & Co Wealth Management
Ohio
MCC
219
Money Concepts Capital
Florida
CC
220
Commons Capital
Massachusetts
CWC
221
Carolinas Wealth Consulting
North Carolina
SWM
222
Spire Wealth Management
Virginia
MG
223
Mather Group
Illinois
BOJHT
224
Bank of Jackson Hole Trust
Wyoming
CA
225
Continuum Advisory
Idaho