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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
SFS
1
Strategic Financial Services
New York
$216M +$2.66M +43,596 +1%
HHGA
2
Halbert Hargrove Global Advisors
California
$196M +$2.51M +41,212 +1%
SWM
3
SigFig Wealth Management
California
$114M +$206K +3,374 +0.2%
TWM
4
Tolleson Wealth Management
Texas
$109M +$2.84M +46,567 +3%
Wells Fargo
5
Wells Fargo
California
$109M +$1.76M +28,883 +2%
PL
6
Plancorp LLC
Missouri
$92.3M +$4.75M +78,002 +5%
UWPG
7
Ullmann Wealth Partners Group
Florida
$88.1M -$1.13M -18,476 -1%
JP Morgan Chase
8
JP Morgan Chase
New York
$71.8M -$16.6M -273,071 -18%
IWC
9
Integrated Wealth Concepts
Massachusetts
$64.4M +$346K +5,668 +0.5%
CCA
10
Clearwater Capital Advisors
Illinois
$61.4M +$1.59M +26,155 +3%
Ameriprise
11
Ameriprise
Minnesota
$43.6M +$41.5M +680,613 +931%
AFG
12
Atomi Financial Group
New York
$40.4M +$4.69M +76,951 +12%
Morgan Stanley
13
Morgan Stanley
New York
$39.7M +$1.07M +17,566 +3%
CPCM
14
Cardinal Point Capital Management
Ontario, Canada
$39.4M +$357K +5,852 +0.9%
AWM
15
Affinity Wealth Management
Delaware
$37.8M +$8.34M +136,793 +26%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$30.1M +$339K +5,555 +1%
EL
17
EWA LLC
Pennsylvania
$28.3M +$5.9M +96,754 +25%
CCA
18
Cora Capital Advisors
New Jersey
$27.9M +$1.19M +19,597 +4%
PFA
19
Pettinga Financial Advisors
Indiana
$26.3M +$269K +4,405 +1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$26.1M +$2.12M +34,818 +8%
KIM
21
Kestra Investment Management
Texas
$25.3M +$1.92M +31,427 +8%
CSIA
22
Conrad Siegel Investment Advisors
Pennsylvania
$23.8M +$519K +8,520 +2%
PFM
23
Phillips Financial Management
Indiana
$22.5M -$1.77M -29,100 -7%
BWCS
24
Beirne Wealth Consulting Services
Connecticut
$19.5M -$63.6K -1,043 -0.3%
Bank of America
25
Bank of America
North Carolina
$18.1M -$3.93M -64,429 -17%
1
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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.