iShares US Equity Factor ETFLRGF
LRGF
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
13% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 69
0% more funds holding
Funds holding: 203 [Q4 2024] → 204 (+1) [Q1 2025]
0.01% less ownership
Funds ownership: 88.17% [Q4 2024] → 88.16% (-0.01%) [Q1 2025]
2% less capital invested
Capital invested by funds: $2.02B [Q4 2024] → $1.99B (-$33.5M) [Q1 2025]
9% less funds holding in top 10
Funds holding in top 10: 22 [Q4 2024] → 20 (-2) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for LRGF.
Financial journalist opinion
Neutral
Zacks Investment Research
1 week ago
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.
Positive
Seeking Alpha
3 weeks ago
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.
Neutral
Zacks Investment Research
2 months ago
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.
Positive
Seeking Alpha
3 months ago
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.
Neutral
Zacks Investment Research
4 months ago
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.
Positive
Seeking Alpha
6 months ago
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.
Neutral
Zacks Investment Research
6 months ago
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.
Neutral
Zacks Investment Research
8 months ago
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.
Neutral
Zacks Investment Research
10 months ago
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.
Positive
Seeking Alpha
10 months ago
LRGF: A Promising Multifactor Strategy Worth Shortlisting
LRGF is a passively managed multifactor ETF that tracks the STOXX U.S. Equity Factor Index. LRGF's returns since the index change in June 2022 have been outstanding, as it has outmaneuvered a few peers and the S&P 500 ETF. LRGF's factor mix is notable for a minor value tilt, which is assisted by slightly weaker growth exposure compared to IVV. Its quality is mostly solid.
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