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iShares US Equity Factor ETF

242 hedge funds and large institutions have $2.42B invested in iShares US Equity Factor ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
PWPS
201
Pinnacle Wealth Planning Services
Ohio
$57.4K
KFI
202
Key Financial Inc
Pennsylvania
$56.8K
TWM
203
Timmons Wealth Management
Massachusetts
$53.5K
William Blair & Company
204
William Blair & Company
Illinois
$41.8K
IF
205
Integrity Financial
Wyoming
$39.3K
BAM
206
Bellevue Asset Management
Washington
$38.6K
AT
207
Avalon Trust
New Mexico
$38.3K
AFC
208
Ares Financial Consulting
California
$36.5K
UBS AM
209
UBS AM
Illinois
$36.3K
CFD
210
Creative Financial Designs
Indiana
$31.5K
GWANC
211
Guardian Wealth Advisors (North Carolina)
North Carolina
$29.8K
NA
212
NewEdge Advisors
Louisiana
$28.8K
WWM
213
Wolff Wiese Magana
California
$27.7K
TSMHT
214
Thurston Springer Miller Herd & Titak
Indiana
$23.9K
BBHC
215
Brown Brothers Harriman & Co
New York
$22.6K
IA
216
IFP Advisors
Florida
$22.4K
TCM
217
Triumph Capital Management
Colorado
$22.2K
CT
218
Caldwell Trust
Florida
$22.1K
RWM
219
Rialto Wealth Management
New York
$22K
GSEP
220
Golden State Equity Partners
California
$21.2K
HBW
221
Hazlett, Burt & Watson
West Virginia
$21K
SAM
222
Smartleaf Asset Management
Massachusetts
$20.7K
PTC
223
Private Trust Company
Ohio
$19.8K
JFG
224
JDM Financial Group
Texas
$19.1K
SIS
225
Sound Income Strategies
Florida
$18.9K