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iShares US Equity Factor ETF

206 hedge funds and large institutions have $1.99B invested in iShares US Equity Factor ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 79 increasing their positions, 69 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
SFS
1
Strategic Financial Services
New York
$216M
HHGA
2
Halbert Hargrove Global Advisors
California
$196M
SWM
3
SigFig Wealth Management
California
$114M
TWM
4
Tolleson Wealth Management
Texas
$109M
Wells Fargo
5
Wells Fargo
California
$109M
PL
6
Plancorp LLC
Missouri
$92.3M
UWPG
7
Ullmann Wealth Partners Group
Florida
$88.1M
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$71.8M
IWC
9
Integrated Wealth Concepts
Massachusetts
$64.4M
CCA
10
Clearwater Capital Advisors
Illinois
$61.4M
Ameriprise
11
Ameriprise
Minnesota
$43.6M
AFG
12
Atomi Financial Group
New York
$40.4M
Morgan Stanley
13
Morgan Stanley
New York
$39.7M
CPCM
14
Cardinal Point Capital Management
Ontario, Canada
$39.4M
AWM
15
Affinity Wealth Management
Delaware
$37.8M
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$30.1M
EL
17
EWA LLC
Pennsylvania
$28.3M
CCA
18
Cora Capital Advisors
New Jersey
$27.9M
PFA
19
Pettinga Financial Advisors
Indiana
$26.3M
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$26.1M
KIM
21
Kestra Investment Management
Texas
$25.3M
CSIA
22
Conrad Siegel Investment Advisors
Pennsylvania
$23.8M
PFM
23
Phillips Financial Management
Indiana
$22.5M
BWCS
24
Beirne Wealth Consulting Services
Connecticut
$19.5M
Bank of America
25
Bank of America
North Carolina
$18.1M