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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

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

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
CVM
201
Cheviot Value Management
California
$2.34K +$2.44K +40 New
CA
202
Continuum Advisory
Idaho
$1.39K – – –
RWM
203
Ruedi Wealth Management
Illinois
$897 +$914 +15 New
WPA
204
West Paces Advisors
Georgia
$637 – – –
LFG
205
Larson Financial Group
Missouri
$579 +$610 +10 New
PSFG
206
Park Square Financial Group
Georgia
$405 – – –
SA
207
Sanctuary Advisors
Indiana
– -$8.54M -136,094 Closed
Qube Research & Technologies (QRT)
208
Qube Research & Technologies (QRT)
United Kingdom
– -$735K -12,186 Closed
Northern Trust
209
Northern Trust
Illinois
– -$343K -5,676 Closed
TSS
210
Two Sigma Securities
New York
– -$232K -3,841 Closed
WF
211
WinCap Financial
Massachusetts
– -$221K -3,660 Closed
KFGK
212
Keystone Financial Group (Kentucky)
Kentucky
– -$206K -3,414 Closed
CFGS
213
Concourse Financial Group Securities
Alabama
– -$37.5K -599 Closed
SAM
214
Synergy Asset Management
Washington
– -$29.4K -500 Closed
AIP
215
Alexis Investment Partners
Texas
– -$22.1K -366 Closed
VHAM
216
Van Hulzen Asset Management
California
– -$3.02K -50 Closed
CAS
217
Coppell Advisory Solutions
Texas
– -$2.97K -49 Closed
SFC
218
SYM Financial Corp
Indiana
– -$2.29K -38 Closed
AWM
219
Avior Wealth Management
Nebraska
– -$905 -15 Closed
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.