iShares US Equity Factor ETF
LRGF
212 hedge funds and large institutions have $2.32B invested in iShares US Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 17 closing their positions.
47% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 17
17% more capital invested
Capital invested by funds: $1.99B → $2.32B (+$335M)
5% more funds holding in top 10
Funds holding in top 10: 20 → 21 (+1)
3% more funds holding
Funds holding: 206 → 212 (+6)
1.68% more ownership
Funds ownership: 88.17% → 89.85% (+1.7%)
7% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Kestra Investment Management
Austin,
Texas
|
+$28.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$27.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$24.9M |
| 4 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
+$12.8M |
| 5 |
Two Sigma Investments
New York
|
+$9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
-$14.6M |
| 2 |
JP Morgan Chase
New York
|
-$6.5M |
| 3 |
Morgan Stanley
New York
|
-$3.81M |
| 4 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
-$3.44M |
| 5 |
AG
AlTi Global
New York
|
-$3.09M |
LRGF Hedge Fund Activity: Q2 2025 in Review
212 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q2 2025, worth a combined $2.32B — up 17% from $1.99B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new LRGF positions and 17 closed out — a net gain of 8 holders — while 69 added to existing stakes and 74 trimmed.
The largest buyer was Kestra Investment Management, adding an estimated $28.4M. The largest seller was Stokes Family Office, cutting an estimated $14.6M.
- 212 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q2 2025, up from 206 in Q1 2025.
- Funds reported $2.32B of iShares US Equity Factor ETF stock for Q2 2025, up 17% quarter-over-quarter.
- 25 funds opened new iShares US Equity Factor ETF positions in Q2 2025 and 17 closed out, a net change of +8 holders.
- The largest iShares US Equity Factor ETF buyer in Q2 2025 was Kestra Investment Management, an estimated $28.4M added.
- The largest iShares US Equity Factor ETF seller in Q2 2025 was Stokes Family Office, an estimated $14.6M sold.
Based on aggregated 13F filings for Q2 2025.