iShares US Equity Factor ETF

LRGF

Market cap $2.89B

Overview Fund Activity

68.21 USD

-0.32

0.47%

At close Updated Sep 16, 4:00 PM EDT

1 day

-0.47%

5 days

0.52%

1 month

2.36%

3 months

9.8%

6 months

16.1%

Year to date

13.04%

1 year

18.36%

5 years

104.16%

10 years

179.66%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $1.99B [Q1] → $2.28B (+$293M) [Q2]

2% more funds holding

Funds holding: 205 [Q1] → 209 (+4) [Q2]

0.06% more ownership

Funds ownership: 88.17% [Q1] → 88.22% (+0.06%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 20 [Q1] → 20 (+0) [Q2]

9% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 75

See Fund Rankings

Financial journalist opinion

LRGF: Quality-Heavy Factor Mix Supports Buy Rating Despite Minor Performance Disappointment

I upgraded LRGF, a passively managed ultra-low-cost multifactor ETF, to a Buy in May of this year. LRGF has underperformed the S&P 500 slightly since the previous coverage, which I believe is a minor issue and cannot trigger a rating downgrade. With 284 stocks in the portfolio, LRGF still has a strong combination of quality, value, and momentum factors, with an edge over IVV.

LRGF: Quality-Heavy Factor Mix Supports Buy Rating Despite Minor Performance Disappointment

Zacks Investment Research

Is iShares U.S. Equity Factor ETF (LRGF) a Strong ETF Right Now?

The iShares U.S. Equity Factor ETF (LRGF) made its debut on 04/28/2015, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - All Cap Value category of the market.

Is iShares U.S. Equity Factor ETF (LRGF) a Strong ETF Right Now?

Zacks Investment Research

Is iShares U.S. Equity Factor ETF (LRGF) a Strong ETF Right Now?

Making its debut on 04/28/2015, smart beta exchange traded fund iShares U.S. Equity Factor ETF (LRGF) provides investors broad exposure to the Style Box - All Cap Value category of the market.

Is iShares U.S. Equity Factor ETF (LRGF) a Strong ETF Right Now?

LRGF: Low-Fee Factor ETF With Convincing Performance Is A Buy (Rating Upgrade)

LRGF is a passively managed vehicle with a multifactor strategy and a paper-thin expense ratio of 8 bps. I am upgrading LRGF to a Buy today, as there is no reason to persist in skepticism. LRGF's performance has been impressive, as it has beaten IVV and a few peers since inception, delivering decent gains both during periods of excessive optimism and acute stress.

LRGF: Low-Fee Factor ETF With Convincing Performance Is A Buy (Rating Upgrade)

Zacks Investment Research

Is iShares U.S. Equity Factor ETF (LRGF) a Strong ETF Right Now?

Designed to provide broad exposure to the Style Box - All Cap Value category of the market, the iShares U.S. Equity Factor ETF (LRGF) is a smart beta exchange traded fund launched on 04/28/2015.

Is iShares U.S. Equity Factor ETF (LRGF) a Strong ETF Right Now?

LRGF: A Multi-Factor Fund Outperforming Peers

iShares U.S. Equity Factor ETF uses a multifactor strategy, optimizing stock allocation based on momentum, quality, value, low volatility, and size. LRGF's top holdings include tech giants like Apple, NVIDIA, and Microsoft, with an overweight stance in technology and diversified exposure to consumer discretionary and financial services. The fund's valuation metrics show a 6% discount to the Russell 1000, with strong returns in recent years and the lowest expense ratio among peers.

LRGF: A Multi-Factor Fund Outperforming Peers

Zacks Investment Research

Is iShares U.S. Equity Factor ETF (LRGF) a Strong ETF Right Now?

The iShares U.S. Equity Factor ETF (LRGF) made its debut on 04/28/2015, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - All Cap Value category of the market.

Is iShares U.S. Equity Factor ETF (LRGF) a Strong ETF Right Now?

LRGF: A Strategic Multifactor ETF With Growth Potential

iShares U.S. Equity Factor ETF has a low expense ratio of 0.08% and includes about 280 U.S. stocks selected based on multiple factors. LRGF has higher exposure to mid-cap and small-cap stocks compared to the S&P 500, which may outperform in a future lower-rate environment. LRGF has a high exposure to the technology sector, and this will brighten its long-term growth prospect.

LRGF: A Strategic Multifactor ETF With Growth Potential

Zacks Investment Research

Is iShares U.S. Equity Factor ETF (LRGF) a Strong ETF Right Now?

The iShares U.S. Equity Factor ETF (LRGF) was launched on 04/28/2015, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Value category of the market.

Is iShares U.S. Equity Factor ETF (LRGF) a Strong ETF Right Now?

Zacks Investment Research

Is iShares U.S. Equity Factor ETF (LRGF) a Strong ETF Right Now?

Designed to provide broad exposure to the Style Box - All Cap Value category of the market, the iShares U.S. Equity Factor ETF (LRGF) is a smart beta exchange traded fund launched on 04/28/2015.

Is iShares U.S. Equity Factor ETF (LRGF) a Strong ETF Right Now?

See News Rankings

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