LRGF icon

iShares US Equity Factor ETF
LRGF

Overview Fund Activity

205 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 12 closing their positions.

Holders
205
Holders Change
+2
Holders Change %
+0.99%
% of All Funds
2.79%
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
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$43.6M
2
MWM
2
Modern Wealth Management
Kansas
$14M
3
AWM
3
Affinity Wealth Management
Delaware
$37.8M
4
EL
4
EWA LLC
Pennsylvania
$28.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$9.41M

Top Sellers

1
SWP
1
ShoreHaven Wealth Partners
New Jersey
$4.69M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$71.8M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.2M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$12.1M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$900K
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
1
Strategic Financial Services
New York
$216M 3,726,234 +43,596 +1%
HHGA
2
Halbert Hargrove Global Advisors
California
$196M 3,390,727 +41,212 +1%
SWM
3
SigFig Wealth Management
California
$114M 1,976,940 +3,374 +0.2%
TWM
4
Tolleson Wealth Management
Texas
$109M 1,884,073 +46,567 +3%
Wells Fargo
5
Wells Fargo
California
$109M 1,879,421 +28,883 +2%
PL
6
Plancorp LLC
Missouri
$92.3M 1,593,834 +78,002 +5%
UWPG
7
Ullmann Wealth Partners Group
Florida
$88.1M 1,521,408 -18,476 -1%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$71.8M 1,241,063 -273,071 -18%
IWC
9
Integrated Wealth Concepts
Massachusetts
$64.4M 1,112,960 +5,668 +0.5%
CCA
10
Clearwater Capital Advisors
Illinois
$61.4M 1,060,880 +26,155 +3%
Ameriprise
11
Ameriprise
Minnesota
$43.6M 753,740 +680,613 +931%
AFG
12
Atomi Financial Group
New York
$40.4M 697,338 +76,951 +12%
Morgan Stanley
13
Morgan Stanley
New York
$39.7M 686,577 +17,566 +3%
CPCM
14
Cardinal Point Capital Management
Ontario, Canada
$39.4M 681,016 +5,852 +0.9%
AWM
15
Affinity Wealth Management
Delaware
$37.8M 653,675 +136,793 +26%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$30.1M 519,509 +5,555 +1%
EL
17
EWA LLC
Pennsylvania
$28.3M 489,646 +96,754 +25%
CCA
18
Cora Capital Advisors
New Jersey
$27.9M 482,805 +19,597 +4%
PFA
19
Pettinga Financial Advisors
Indiana
$26.3M 454,532 +4,405 +1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$26.1M 451,364 +34,818 +8%
KIM
21
Kestra Investment Management
Texas
$25.3M 436,674 +31,427 +8%
CSIA
22
Conrad Siegel Investment Advisors
Pennsylvania
$23.8M 411,094 +8,520 +2%
PFM
23
Phillips Financial Management
Indiana
$22.5M 389,048 -29,100 -7%
BWCS
24
Beirne Wealth Consulting Services
Connecticut
$19.5M 336,500 -1,043 -0.3%
Bank of America
25
Bank of America
North Carolina
$18.1M 312,086 -64,429 -17%
1
2 3 4 5