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iShares US Equity Factor ETF
LRGF

218 hedge funds and large institutions have $2.6B invested in iShares US Equity Factor ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

12% more capital invested

Capital invested by funds: $2.32B → $2.6B (+$281M)

3% more funds holding

Funds holding: 212 → 218 (+6)

4% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 77

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

1.19% less ownership

Funds ownership: 89.85% → 88.66% (-1.2%)

Holders
218
Holders Change
+6
Holders Change %
+2.83%
% of All Funds
2.86%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
22
Increased
80
Reduced
77
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWM
SigFig Wealth Management
California
+$33.9M
2
Wells Fargo
Wells Fargo
California
+$28.6M
3
MWM
Modern Wealth Management
Kansas
+$22.7M
4
EL
EWA LLC
Pennsylvania
+$13.2M
5
DI
DDFG Inc
California
+$9.23M

Top Sellers

Rank Fund Capital Flow
1
KIM
Kestra Investment Management
Texas
-$25.8M
2
Two Sigma Investments
Two Sigma Investments
New York
-$9.73M
3
WA
Win Advisors
Florida
-$4.07M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.78M
5
UWPG
Ullmann Wealth Partners Group
Florida
-$3.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
151
TAGStone Capital
North Carolina
$293K -$308K -4,638 -52%
AHC
152
Anderson Hoagland & Co
Missouri
$290K – – –
CM
153
Columbus Macro
Pennsylvania
$286K – – –
ACA
154
Aptus Capital Advisors
Alabama
$286K – – –
PCIA
155
Prime Capital Investment Advisors
Kansas
$277K -$9.9K -149 -4%
KCM
156
Kanawha Capital Management
Virginia
$276K – – –
HA
157
Herold Advisors
New York
$275K +$265K +3,982 New
CAL
158
Capital Advisors Ltd
Ohio
$271K -$65.4K -984 -20%
BMCM
159
Bryn Mawr Capital Management
Pennsylvania
$259K – – –
BFG
160
Bouchey Financial Group
New York
$259K – – –
TAM
161
Tucker Asset Management
Colorado
$255K -$54.8K -825 -18%
Baird Financial Group
162
Baird Financial Group
Wisconsin
$249K – – –
EPW
163
Endeavor Private Wealth
Kansas
$240K +$231K +3,477 New
IWM
164
IHT Wealth Management
Illinois
$239K -$1.93K -29 -0.8%
CTA
165
Colonial Trust Advisors
South Carolina
$228K -$13.3K -200 -6%
ECA
166
Elevation Capital Advisory
Oregon
$227K +$218K +3,282 New
PCM
167
Parsons Capital Management
Rhode Island
$225K -$171K -2,580 -44%
GLLW
168
Graves Light Lenhart Wealth
Virginia
$224K – – –
GWM
169
GDS Wealth Management
Texas
$216K -$199 -3 -0.1%
WWM
170
Western Wealth Management
Colorado
$211K +$203K +3,056 New
TRCT
171
Tower Research Capital (TRC)
New York
$208K +$200K +3,006 New
SP
172
Stonebrook Private
Michigan
$206K +$198K +2,985 New
LA
173
LexAurum Advisors
Kansas
$202K +$194K +2,926 New
MCC
174
Money Concepts Capital
Florida
$202K +$194K +2,921 New
CIR
175
Clear Investment Research
Georgia
$178K – – –
5 6
7
8 9

LRGF Hedge Fund Activity: Q3 2025 in Review

218 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q3 2025, worth a combined $2.6B — up 12% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LRGF positions and 16 closed out — a net gain of 6 holders — while 80 added to existing stakes and 77 trimmed.

The largest buyer was SigFig Wealth Management, adding an estimated $33.9M. The largest seller was Kestra Investment Management, cutting an estimated $25.8M.

  • 218 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q3 2025, up from 212 in Q2 2025.
  • Funds reported $2.6B of iShares US Equity Factor ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 22 funds opened new iShares US Equity Factor ETF positions in Q3 2025 and 16 closed out, a net change of +6 holders.
  • The largest iShares US Equity Factor ETF buyer in Q3 2025 was SigFig Wealth Management, an estimated $33.9M added.
  • The largest iShares US Equity Factor ETF seller in Q3 2025 was Kestra Investment Management, an estimated $25.8M sold.

Based on aggregated 13F filings for Q3 2025.