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 16 closing their positions.

Holders
209
Holders Change
+4
Holders Change %
+1.95%
% of All Funds
2.81%
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
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
SFO
1
Stokes Family Office
Louisiana
$2.67M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.26M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$72.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$39.9M
5
UWPG
5
Ullmann Wealth Partners Group
Florida
$93.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$6.58M 102,633 +13,133 +15%
NRW
52
Nova R Wealth
Kansas
$6.45M 100,637 +258 +0.3%
SCM
53
Sterneck Capital Management
Missouri
$6M 93,636 -178 -0.2%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$6M 93,533 +249 +0.3%
AG
55
AlTi Global
New York
$5.95M 92,851 -52,042 -36%
KCM
56
KM Capital Management
Texas
$5.9M 91,986 +39,359 +75%
QCM
57
Quantinno Capital Management
New York
$5.53M 86,236 +3,462 +4%
FFA
58
Farther Finance Advisors
California
$5.51M 85,928 +887 +1%
WFAG
59
Wescott Financial Advisory Group
Pennsylvania
$5.08M 79,263 -4,526 -5%
HCA
60
Heck Capital Advisors
Wisconsin
$5.07M 79,122 +79,122 New
SWP
61
ShoreHaven Wealth Partners
New Jersey
$5.04M 78,573 -2,387 -3%
AA
62
Addison Advisors
Vermont
$4.38M 68,370 -926 -1%
SG
63
StoneX Group
New York
$4.35M 67,877 +120 +0.2%
KWM
64
Kingsview Wealth Management
Oregon
$4.31M 67,197 -775 -1%
RF
65
RHS Financial
California
$4.17M 64,957 +13,133 +25%
WA
66
Win Advisors
Florida
$4.07M 63,421 +31,557 +99%
AQR Capital Management
67
AQR Capital Management
Connecticut
$3.87M 60,423 -8,245 -12%
VT
68
Vise Technologies
New York
$3.6M 56,094 +56,094 New
WANY
69
Wealthspire Advisors (New York)
New York
$3.34M 52,092 -178 -0.3%
Cerity Partners
70
Cerity Partners
New York
$3.27M 51,042 +175 +0.3%
DAS
71
Diversify Advisory Services
Utah
$3.26M 49,016 -1,488 -3%
RW
72
RVW Wealth
California
$2.89M 45,015 -365 -0.8%
AF
73
Allworth Financial
California
$2.86M 44,580 -2,559 -5%
GC
74
Grimes & Company
Massachusetts
$2.73M 42,585 -836 -2%
SFO
75
Stokes Family Office
Louisiana
$2.67M 41,682 -245,613 -85%
1 2
3
4 5