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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.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+4
Holders Change %
+1.95%
% of All Funds
2.8%
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
Bank of America
North Carolina
$49.4M
2
KIM
Kestra Investment Management
Texas
$55.9M
3
TWM
Tolleson Wealth Management
Texas
$135M
4
Two Sigma Investments
Two Sigma Investments
New York
$9.73M
5
PL
Plancorp LLC
Missouri
$112M

Top Sellers

1
SFO
Stokes Family Office
Louisiana
$2.67M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.26M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$72.6M
4
Morgan Stanley
Morgan Stanley
New York
$39.9M
5
UWPG
Ullmann Wealth Partners Group
Florida
$93.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
1
Strategic Financial Services
New York
$245M +$6.09M +94,985 +3%
HHGA
2
Halbert Hargrove Global Advisors
California
$218M +$701K +10,936 +0.3%
TWM
3
Tolleson Wealth Management
Texas
$135M +$13.8M +215,653 +11%
Wells Fargo
4
Wells Fargo
California
$128M +$7.13M +111,242 +6%
SWM
5
SigFig Wealth Management
California
$126M +$124K +1,954 +0.1%
PL
6
Plancorp LLC
Missouri
$112M +$9.56M +149,079 +9%
UWPG
7
Ullmann Wealth Partners Group
Florida
$93.8M -$3.72M -58,028 -4%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$72.6M -$7.03M -109,646 -9%
IWC
9
Integrated Wealth Concepts
Massachusetts
$71.4M -$11.3K -176 -0%
CCA
10
Clearwater Capital Advisors
Illinois
$68.4M +$400K +6,230 +0.6%
KIM
11
Kestra Investment Management
Texas
$55.9M +$29.2M +478,100 +109%
Ameriprise
12
Ameriprise
Minnesota
$49.8M +$1.44M +22,464 +3%
Bank of America
13
Bank of America
North Carolina
$49.4M +$29.4M +458,079 +147%
AFG
14
Atomi Financial Group
New York
$46.9M +$2.21M +34,496 +5%
CPCM
15
Cardinal Point Capital Management
Ontario, Canada
$44.7M +$1.06M +16,598 +2%
AWM
16
Affinity Wealth Management
Delaware
$41.7M -$210K -3,268 -0.5%
Morgan Stanley
17
Morgan Stanley
New York
$39.9M -$4.12M -64,218 -9%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$34.7M +$1.41M +22,039 +4%
EL
19
EWA LLC
Pennsylvania
$32.6M +$1.2M +18,635 +4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$31.8M +$2.87M +44,685 +10%
CCA
21
Cora Capital Advisors
New Jersey
$31.1M +$147K +2,295 +0.5%
PFA
22
Pettinga Financial Advisors
Indiana
$28.4M -$751K -11,715 -3%
PFM
23
Phillips Financial Management
Indiana
$24.3M -$661K -10,314 -3%
CSIA
24
Conrad Siegel Investment Advisors
Pennsylvania
$23.7M -$2.7M -42,063 -10%
BWCS
25
Beirne Wealth Consulting Services
Connecticut
$19.6M -$1.99M -30,990 -9%
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