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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
SFS
1
Strategic Financial Services
New York
$263M
HHGA
2
Halbert Hargrove Global Advisors
California
$239M
SWM
3
SigFig Wealth Management
California
$191M
Wells Fargo
4
Wells Fargo
California
$190M
PL
5
Plancorp LLC
Missouri
$136M
AAS
6
Annex Advisory Services
Wisconsin
$89.9M
UWPG
7
Ullmann Wealth Partners Group
Florida
$76.8M
CCA
8
Clearwater Capital Advisors
Illinois
$74.5M
MWM
9
Modern Wealth Management
Kansas
$69.8M
KIM
10
Kestra Investment Management
Texas
$63.6M
AFG
11
Atomi Financial Group
New York
$51.4M
CPCM
12
Cardinal Point Capital Management
Ontario, Canada
$48.3M
Ameriprise
13
Ameriprise
Minnesota
$46.5M
IWC
14
Integrated Wealth Concepts
Massachusetts
$44.6M
JP Morgan Chase
15
JP Morgan Chase
New York
$44.2M
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$43.5M
CSIA
17
Conrad Siegel Investment Advisors
Pennsylvania
$35.2M
Morgan Stanley
18
Morgan Stanley
New York
$35.1M
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$34.8M
CCA
20
Cora Capital Advisors
New Jersey
$31.3M
PFA
21
Pettinga Financial Advisors
Indiana
$27.5M
Osaic Holdings
22
Osaic Holdings
Arizona
$26.4M
LPL Financial
23
LPL Financial
California
$24.9M
AIM
24
Acropolis Investment Management
Missouri
$23.6M
PFM
25
Phillips Financial Management
Indiana
$18.9M