iShares US Equity Factor ETF
LRGF
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.
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: 204 → 206 (+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: 22 → 20 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$41.5M |
| 2 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$14.7M |
| 3 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
+$8.34M |
| 4 |
EL
EWA LLC
Pittsbugh,
Pennsylvania
|
+$5.9M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
-$19.6M |
| 2 |
JP Morgan Chase
New York
|
-$16.6M |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$8.54M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.49M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$6.84M |
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.