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 17 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
17
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 Holding Trade Value Shares
Change 		Shares
Change %
MCM
151
MAI Capital Management
Ohio
$288K -$5.45K -85 -2%
BFPW
152
BOK Financial Private Wealth
Colorado
$273K – – –
BTWM
153
Brass Tax Wealth Management
Ohio
$272K – – –
AHC
154
Anderson Hoagland & Co
Missouri
$269K – – –
FPCP
155
Fort Point Capital Partners
California
$267K +$267K +4,170 New
PCIA
156
Prime Capital Investment Advisors
Kansas
$267K +$449 +7 +0.2%
CM
157
Columbus Macro
Pennsylvania
$266K +$266K +4,143 New
ACA
158
Aptus Capital Advisors
Alabama
$266K – – –
KCM
159
Kanawha Capital Management
Virginia
$256K – – –
BMCM
160
Bryn Mawr Capital Management
Pennsylvania
$240K +$240K +3,747 New
BFG
161
Bouchey Financial Group
New York
$240K – – –
Baird Financial Group
162
Baird Financial Group
Wisconsin
$231K -$86K -1,341 -27%
CTA
163
Colonial Trust Advisors
South Carolina
$224K -$24.6K -384 -10%
IWM
164
IHT Wealth Management
Illinois
$223K -$3.21K -50 -1%
GLLW
165
Graves Light Lenhart Wealth
Virginia
$208K +$208K +3,239 New
GWM
166
GDS Wealth Management
Texas
$201K +$201K +3,127 New
GAG
167
Goodman Advisory Group
Massachusetts
$168K -$1.14M -17,710 -87%
CIR
168
Clear Investment Research
Georgia
$165K – – –
MAM
169
Morse Asset Management
Connecticut
$160K – – –
EWA
170
EverSource Wealth Advisors
Alabama
$151K +$449 +7 +0.3%
AF
171
Advisornet Financial
Minnesota
$148K +$449 +7 +0.3%
HWM
172
Hemington Wealth Management
Virginia
$135K – – –
GWM
173
Geneos Wealth Management
Colorado
$108K -$108K -1,677 -50%
JFA
174
JNBA Financial Advisors
Minnesota
$104K +$104K +1,615 New
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$98.1K -$2.82M -43,988 -97%
5 6
7
8 9