LRGF icon

iShares US Equity Factor ETF
LRGF

Overview Fund Activity

209 hedge funds and large institutions have $2.28B invested in iShares US Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 75 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+4
Holders Change %
+1.95%
% of All Funds
2.8%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
23
Increased
68
Reduced
75
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$49.4M
2
KIM
Kestra Investment Management
Texas
$55.9M
3
TWM
Tolleson Wealth Management
Texas
$135M
4
Two Sigma Investments
Two Sigma Investments
New York
$9.73M
5
PL
Plancorp LLC
Missouri
$112M

Top Sellers

1
SFO
Stokes Family Office
Louisiana
$2.67M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.26M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$72.6M
4
Morgan Stanley
Morgan Stanley
New York
$39.9M
5
UWPG
Ullmann Wealth Partners Group
Florida
$93.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$19M +$4.95M +77,220 +35%
MWM
27
Modern Wealth Management
Kansas
$18.4M +$2.95M +45,960 +19%
AIM
28
Acropolis Investment Management
Missouri
$14.7M +$1.41M +21,991 +11%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$14M +$5.72M +89,176 +69%
DI
30
DDFG Inc
California
$14M +$309K +4,819 +2%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$13.8M +$303K +4,663 +2%
FM
32
Foster & Motley
Ohio
$13.2M -$227K -3,534 -2%
SFG
33
Stonebridge Financial Group
Pennsylvania
$12.1M -$1.85M -28,876 -13%
WIA
34
World Investment Advisors
California
$11.8M +$1.48M +23,028 +14%
HighTower Advisors
35
HighTower Advisors
Illinois
$10.7M -$191K -2,982 -2%
FCT
36
Family Capital Trust
Massachusetts
$10.3M -$43K -670 -0.4%
LWA
37
LifeGoal Wealth Advisors
New York
$9.96M +$2.54M +39,542 +34%
Two Sigma Investments
38
Two Sigma Investments
New York
$9.73M +$9.73M +151,700 New
Citigroup
39
Citigroup
New York
$9.47M +$654K +10,201 +7%
BlackRock
40
BlackRock
New York
$9.05M -$2.37K -37 -0%
OO
41
Obsido Oy
$9.01M +$393K +6,133 +5%
Corient Private Wealth
42
Corient Private Wealth
Florida
$8.54M +$107K +1,663 +1%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$8.29M -$3M -46,770 -27%
HWM
44
HB Wealth Management
Georgia
$7.87M -$1.62M -25,249 -17%
PA
45
Parallel Advisors
California
$7.79M +$1.39M +21,692 +22%
Raymond James Financial
46
Raymond James Financial
Florida
$7.68M +$164K +2,560 +2%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$7.41M +$4.98M +77,706 +206%
FAM
48
Forte Asset Management
New York
$7.27M +$263K +4,105 +4%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$7M +$240K +3,774 +4%
SEIA
50
Signature Estate & Investment Advisors
California
$6.93M -$267K -4,168 -4%
1
2
3 4 5