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iShares US Equity Factor ETF
LRGF

212 hedge funds and large institutions have $2.32B invested in iShares US Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $1.99B → $2.32B (+$335M)

5% more funds holding in top 10

Funds holding in top 10: 20 → 21 (+1)

3% more funds holding

Funds holding: 206 → 212 (+6)

1.68% more ownership

Funds ownership: 88.17% → 89.85% (+1.7%)

7% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 74

Holders
212
Holders Change
+6
Holders Change %
+2.91%
% of All Funds
2.79%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.28%
New
25
Increased
69
Reduced
74
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Kestra Investment Management
Texas
+$28.4M
2
Bank of America
Bank of America
North Carolina
+$27.2M
3
Osaic Holdings
Osaic Holdings
Arizona
+$24.9M
4
TWM
Tolleson Wealth Management
Texas
+$12.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$9M

Top Sellers

Rank Fund Capital Flow
1
SFO
Stokes Family Office
Louisiana
-$14.6M
2
JP Morgan Chase
JP Morgan Chase
New York
-$6.5M
3
Morgan Stanley
Morgan Stanley
New York
-$3.81M
4
UWPG
Ullmann Wealth Partners Group
Florida
-$3.44M
5
AG
AlTi Global
New York
-$3.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1
Strategic Financial Services
New York
$245M +$5.63M +94,985 +3%
HHGA
2
Halbert Hargrove Global Advisors
California
$218M +$649K +10,936 +0.3%
TWM
3
Tolleson Wealth Management
Texas
$135M +$12.8M +215,653 +11%
Wells Fargo
4
Wells Fargo
California
$128M +$6.6M +111,242 +6%
SWM
5
SigFig Wealth Management
California
$126M +$116K +1,954 +0.1%
PL
6
Plancorp LLC
Missouri
$112M +$8.84M +149,079 +9%
UWPG
7
Ullmann Wealth Partners Group
Florida
$93.8M -$3.44M -58,028 -4%
JP Morgan Chase
8
JP Morgan Chase
New York
$72.6M -$6.5M -109,646 -9%
IWC
9
Integrated Wealth Concepts
Massachusetts
$71.4M -$10.4K -176 -0%
CCA
10
Clearwater Capital Advisors
Illinois
$68.4M +$369K +6,230 +0.6%
KIM
11
Kestra Investment Management
Texas
$55.9M +$28.4M +478,100 +109%
Ameriprise
12
Ameriprise
Minnesota
$49.8M +$1.33M +22,464 +3%
Bank of America
13
Bank of America
North Carolina
$49.4M +$27.2M +458,079 +147%
AFG
14
Atomi Financial Group
New York
$46.9M +$2.05M +34,496 +5%
CPCM
15
Cardinal Point Capital Management
Ontario, Canada
$44.7M +$984K +16,598 +2%
AWM
16
Affinity Wealth Management
Delaware
$41.7M -$194K -3,268 -0.5%
Morgan Stanley
17
Morgan Stanley
New York
$39.9M -$3.81M -64,218 -9%
Osaic Holdings
18
Osaic Holdings
Arizona
$37.4M +$24.9M +420,321 +258%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$34.7M +$1.31M +22,039 +4%
EL
20
EWA LLC
Pennsylvania
$32.6M +$1.11M +18,635 +4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$31.8M +$2.65M +44,685 +10%
CCA
22
Cora Capital Advisors
New Jersey
$31.1M +$136K +2,295 +0.5%
PFA
23
Pettinga Financial Advisors
Indiana
$28.4M -$695K -11,715 -3%
PFM
24
Phillips Financial Management
Indiana
$24.3M -$612K -10,314 -3%
CSIA
25
Conrad Siegel Investment Advisors
Pennsylvania
$23.7M -$2.49M -42,063 -10%
1
2 3 4 5

LRGF Hedge Fund Activity: Q2 2025 in Review

212 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q2 2025, worth a combined $2.32B — up 17% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new LRGF positions and 17 closed out — a net gain of 8 holders — while 69 added to existing stakes and 74 trimmed.

The largest buyer was Kestra Investment Management, adding an estimated $28.4M. The largest seller was Stokes Family Office, cutting an estimated $14.6M.

  • 212 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q2 2025, up from 206 in Q1 2025.
  • Funds reported $2.32B of iShares US Equity Factor ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 25 funds opened new iShares US Equity Factor ETF positions in Q2 2025 and 17 closed out, a net change of +8 holders.
  • The largest iShares US Equity Factor ETF buyer in Q2 2025 was Kestra Investment Management, an estimated $28.4M added.
  • The largest iShares US Equity Factor ETF seller in Q2 2025 was Stokes Family Office, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2025.