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 %
PWA
76
Physician Wealth Advisors
Utah
$2.52M 39,249 +925 +2%
HGA
77
Hobbs Group Advisors
South Carolina
$2.34M 36,563 – –
Osaic Holdings
78
Osaic Holdings
Arizona
$2.26M 36,568 -126,050 -78%
MSWMA
79
Market Street Wealth Management Advisors
Indiana
$2.2M 34,301 -4,592 -12%
UBS Group
80
UBS Group
Switzerland
$2.18M 33,970 -2,857 -8%
SWGC
81
Summit Wealth Group (Colorado)
Colorado
$2.11M 32,885 +32,885 New
Goldman Sachs
82
Goldman Sachs
New York
$2.09M 32,633 -11,729 -26%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$1.82M 28,335 -253 -0.9%
MCA
84
Magnolia Capital Advisors
Mississippi
$1.79M 27,856 +6,515 +31%
MA
85
MONECO Advisors
Connecticut
$1.73M 26,909 -507 -2%
GA
86
GSG Advisors
New Jersey
$1.67M 25,992 -3,471 -12%
HFA
87
Hershey Financial Advisers
Pennsylvania
$1.61M 25,141 +25,141 New
Betterment LLC
88
Betterment LLC
New York
$1.58M 24,567 -211 -0.9%
SSWM
89
Smith Salley Wealth Management
North Carolina
$1.57M 24,552 – –
EFA
90
Edge Financial Advisors
Illinois
$1.56M 24,380 +24,380 New
IDA
91
Intelligence Driven Advisers
California
$1.5M 23,381 +6,035 +35%
JWA
92
JFS Wealth Advisors
Pennsylvania
$1.42M 22,084 -1,797 -8%
Stifel Financial
93
Stifel Financial
Missouri
$1.37M 21,382 -1,480 -6%
Creative Planning
94
Creative Planning
Kansas
$1.35M 21,104 -333 -2%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$1.34M 20,866 -1,474 -7%
PIFP
96
Partners in Financial Planning
Virginia
$1.25M 19,449 -565 -3%
PS
97
Planned Solutions
California
$1.23M 19,185 +233 +1%
FFA
98
First Foundation Advisors
California
$1.13M 17,632 – –
ASN
99
Advisory Services Network
Georgia
$1.1M 16,798 -2,343 -12%
NA
100
NewEdge Advisors
Louisiana
$1.05M 16,384 +1,032 +7%
2 3
4
5 6