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iShares US Equity Factor ETF
LRGF

218 hedge funds and large institutions have $2.6B invested in iShares US Equity Factor ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

12% more capital invested

Capital invested by funds: $2.32B → $2.6B (+$281M)

3% more funds holding

Funds holding: 212 → 218 (+6)

4% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 77

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

1.19% less ownership

Funds ownership: 89.85% → 88.66% (-1.2%)

Holders
218
Holders Change
+6
Holders Change %
+2.83%
% of All Funds
2.86%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
22
Increased
80
Reduced
77
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
SigFig Wealth Management
California
+$33.9M
2
Wells Fargo
Wells Fargo
California
+$28.6M
3
MWM
Modern Wealth Management
Kansas
+$22.7M
4
EL
EWA LLC
Pennsylvania
+$13.2M
5
DI
DDFG Inc
California
+$9.23M

Top Sellers

1
KIM
Kestra Investment Management
Texas
-$25.8M
2
Two Sigma Investments
Two Sigma Investments
New York
-$9.73M
3
WA
Win Advisors
Florida
-$4.07M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.78M
5
UWPG
Ullmann Wealth Partners Group
Florida
-$3.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
226
Advisornet Financial
Minnesota
– -$148K -2,303 Closed
HWM
227
Hemington Wealth Management
Virginia
– -$135K -2,117 Closed
GWANC
228
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$29K -452 Closed
TSMHT
229
Thurston Springer Miller Herd & Titak
Indiana
– -$28.5K -443 Closed
BIG
230
Brooklyn Investment Group
New York
– -$9.62K -150 Closed
BFP
231
Briaud Financial Planning
Texas
– -$3K -51 Closed
ADL
232
Asset Dedication LLC
California
– -$1.67K -26 Closed
S
233
SignatureFD
Georgia
– -$1.48K -23 Closed
PSFG
234
Park Square Financial Group
Georgia
– -$449 -7 Closed
6 7 8 9
10

LRGF Hedge Fund Activity: Q3 2025 in Review

218 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q3 2025, worth a combined $2.6B — up 12% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LRGF positions and 16 closed out — a net gain of 6 holders — while 80 added to existing stakes and 77 trimmed.

The largest buyer was SigFig Wealth Management, adding an estimated $33.9M. The largest seller was Kestra Investment Management, cutting an estimated $25.8M.

  • 218 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q3 2025, up from 212 in Q2 2025.
  • Funds reported $2.6B of iShares US Equity Factor ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 22 funds opened new iShares US Equity Factor ETF positions in Q3 2025 and 16 closed out, a net change of +6 holders.
  • The largest iShares US Equity Factor ETF buyer in Q3 2025 was SigFig Wealth Management, an estimated $33.9M added.
  • The largest iShares US Equity Factor ETF seller in Q3 2025 was Kestra Investment Management, an estimated $25.8M sold.

Based on aggregated 13F filings for Q3 2025.