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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.

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: 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)

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
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$41.5M
2
MWM
Modern Wealth Management
Kansas
+$14.7M
3
AWM
Affinity Wealth Management
Delaware
+$8.34M
4
EL
EWA LLC
Pennsylvania
+$5.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$5.24M

Top Sellers

Rank Fund Capital Flow
1
SWP
ShoreHaven Wealth Partners
New Jersey
-$19.6M
2
JP Morgan Chase
JP Morgan Chase
New York
-$16.6M
3
SA
Sanctuary Advisors
Indiana
-$8.54M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$7.49M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$6.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
151
Flagship Private Wealth
Massachusetts
$262K +$12.1K +198 +5%
SPIA
152
Steward Partners Investment Advisory
New York
$262K – – –
MCC
153
Money Concepts Capital
Florida
$256K -$51.6K -846 -16%
BFPW
154
BOK Financial Private Wealth
Colorado
$246K – – –
BTWM
155
Brass Tax Wealth Management
Ohio
$246K – – –
PCIA
156
Prime Capital Investment Advisors
Kansas
$240K – – –
ACA
157
Aptus Capital Advisors
Alabama
$240K -$61 -1 -0%
CC
158
Commons Capital
Massachusetts
$235K -$834K -13,682 -77%
KCM
159
Kanawha Capital Management
Virginia
$231K – – –
CTA
160
Colonial Trust Advisors
South Carolina
$224K -$61 -1 -0%
BFG
161
Bouchey Financial Group
New York
$217K – – –
AHC
162
Anderson Hoagland & Co
Missouri
$216K – – –
IWM
163
IHT Wealth Management
Illinois
$205K -$3.48K -57 -2%
GWM
164
Geneos Wealth Management
Colorado
$194K +$102K +1,677 +100%
CWC
165
Carolinas Wealth Consulting
North Carolina
$164K +$366 +6 +0.2%
CIR
166
Clear Investment Research
Georgia
$149K – – –
MAM
167
Morse Asset Management
Connecticut
$145K -$10K -164 -6%
EWA
168
EverSource Wealth Advisors
Alabama
$136K +$366 +6 +0.3%
AF
169
Advisornet Financial
Minnesota
$133K +$366 +6 +0.3%
HWM
170
Hemington Wealth Management
Virginia
$122K – – –
PS
171
Principal Securities
Iowa
$94.2K – – –
CA
172
Clearstead Advisors
Ohio
$88.4K – – –
BC
173
Barrett & Company
Rhode Island
$86.6K – – –
SS
174
Sunbelt Securities
Texas
$65.8K -$1.65K -27 -2%
SWM
175
Spire Wealth Management
Virginia
$64.2K +$67.6K +1,109 New
5 6
7
8 9

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.