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iShares US Equity Factor ETF
LRGF

206 hedge funds and large institutions have $1.99B invested in iShares US Equity Factor ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 79 increasing their positions, 69 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

14% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 69

1% more funds holding

Funds holding: 204 → 206 (+2)

0% less ownership

Funds ownership: 88.17% → 88.17% (-0%)

2% less capital invested

Capital invested by funds: $2.02B → $1.99B (-$33.3M)

9% less funds holding in top 10

Funds holding in top 10: 22 → 20 (-2)

Holders
206
Holders Change
+2
Holders Change %
+0.98%
% of All Funds
2.76%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
17
Increased
79
Reduced
69
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$41.5M
2
MWM
Modern Wealth Management
Kansas
+$14.7M
3
AWM
Affinity Wealth Management
Delaware
+$8.34M
4
EL
EWA LLC
Pennsylvania
+$5.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$5.24M

Top Sellers

1
SWP
ShoreHaven Wealth Partners
New Jersey
-$19.6M
2
JP Morgan Chase
JP Morgan Chase
New York
-$16.6M
3
SA
Sanctuary Advisors
Indiana
-$8.54M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$7.49M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$6.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
26
Stokes Family Office
Louisiana
$16.6M -$3.96M -65,010 -18%
WFA
27
Wade Financial Advisory
California
$14.9M +$1.1M +18,114 +8%
MWM
28
Modern Wealth Management
Kansas
$14M +$14.7M +241,441 New
LPL Financial
29
LPL Financial
California
$12.7M +$2.83M +46,421 +27%
SFGP
30
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$12.6M +$4.17M +68,407 +46%
DI
31
DDFG Inc
California
$12.4M +$3.67M +60,223 +39%
FM
32
Foster & Motley
Ohio
$12.1M -$200K -3,285 -2%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$12.1M -$6.84M -112,216 -35%
AIM
34
Acropolis Investment Management
Missouri
$12M -$297K -4,865 -2%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$10.2M -$7.49M -122,796 -41%
HighTower Advisors
36
HighTower Advisors
Illinois
$9.79M -$611K -10,019 -6%
Osaic Holdings
37
Osaic Holdings
Arizona
$9.41M +$5.24M +85,981 +112%
FCT
38
Family Capital Trust
Massachusetts
$9.37M -$463K -7,603 -4%
WIA
39
World Investment Advisors
California
$9.36M +$41K +673 +0.4%
HWM
40
HB Wealth Management
Georgia
$8.57M -$244K -4,000 -3%
AG
41
AlTi Global
New York
$8.39M -$816K -13,393 -8%
BlackRock
42
BlackRock
New York
$8.17M +$10.5K +173 +0.1%
Citigroup
43
Citigroup
New York
$7.96M -$59.9K -983 -0.7%
OO
44
Obsido Oy
$7.77M +$289K +4,734 +4%
Corient Private Wealth
45
Corient Private Wealth
Florida
$7.61M -$745K -12,214 -8%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$7.52M +$2.35M +38,622 +42%
Raymond James Financial
47
Raymond James Financial
Florida
$6.79M -$554K -9,083 -7%
LWA
48
LifeGoal Wealth Advisors
New York
$6.7M +$3.4M +55,727 +93%
SEIA
49
Signature Estate & Investment Advisors
California
$6.49M -$198K -3,255 -3%
FAM
50
Forte Asset Management
New York
$6.32M +$551K +9,038 +9%
1
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LRGF Hedge Fund Activity: Q1 2025 in Review

206 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q1 2025, worth a combined $1.99B — down 1.6% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new LRGF positions and 13 closed out — a net gain of 4 holders — while 79 added to existing stakes and 69 trimmed.

The largest buyer was Ameriprise, adding an estimated $41.5M. The largest seller was ShoreHaven Wealth Partners, cutting an estimated $19.6M.

  • 206 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q1 2025, up from 204 in Q4 2024.
  • Funds reported $1.99B of iShares US Equity Factor ETF stock for Q1 2025, down 1.6% quarter-over-quarter.
  • 17 funds opened new iShares US Equity Factor ETF positions in Q1 2025 and 13 closed out, a net change of +4 holders.
  • The largest iShares US Equity Factor ETF buyer in Q1 2025 was Ameriprise, an estimated $41.5M added.
  • The largest iShares US Equity Factor ETF seller in Q1 2025 was ShoreHaven Wealth Partners, an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2025.