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iShares US Equity Factor ETF

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: 204206 (+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: 2220 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
IDA
101
Intelligence Driven Advisers
California
$1M +$1.06M +17,346 New
MML Investors Services
102
MML Investors Services
Massachusetts
$900K -$5.39M -88,396 -85%
NA
103
NewEdge Advisors
Louisiana
$889K -$370K -6,062 -28%
QPWM
104
Quadrant Private Wealth Management
Pennsylvania
$842K +$68.4K +1,122 +8%
KWM
105
Kaydan Wealth Management
Michigan
$807K -$52.4K -860 -6%
MFG
106
Merit Financial Group
Georgia
$804K +$494K +8,106 +140%
VCM
107
Versant Capital Management
Arizona
$750K
TP
108
Tranquility Partners
Tennessee
$730K
PAG
109
Private Advisor Group
New Jersey
$728K +$183 +3 +0%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$648K +$682K +11,191 New
ALA
111
Atlas Legacy Advisors
California
$626K
Fidelity Investments
112
Fidelity Investments
Massachusetts
$618K +$173K +2,831 +36%
TPWM
113
Twelve Points Wealth Management
Massachusetts
$615K +$10K +164 +2%
BA
114
Bellwether Advisors
Nebraska
$588K +$19.2K +315 +3%
AI
115
Atria Investments
North Carolina
$587K -$141K -2,308 -19%
RPGK
116
Retirement Planning Group (Kansas)
Kansas
$575K -$163K -2,677 -21%
SCA
117
Snowden Capital Advisors
New York
$544K +$71.8K +1,178 +14%
SFS
118
Sowell Financial Services
Arkansas
$520K +$547K +8,976 New
TC
119
TAGStone Capital
North Carolina
$511K +$1.52K +25 +0.3%
CW
120
CreativeOne Wealth
Kansas
$497K -$103K -1,684 -16%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$473K -$22.3K -365 -4%
CSP
122
Cary Street Partners
Virginia
$470K
P
123
&Partners
Tennessee
$451K +$41.6K +682 +10%
PFBT
124
Parkside Financial Bank & Trust
Missouri
$447K -$81.4K -1,336 -15%
SIC
125
Sterling Investment Counsel
New York
$442K +$465K +7,631 New

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.