iShares US Equity Factor ETF
LRGF
236 hedge funds and large institutions have $2.65B invested in iShares US Equity Factor ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 70 reducing their positions, and 14 closing their positions.
143% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 14
10% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 70
8% more funds holding
Funds holding: 218 → 236 (+18)
2% more capital invested
Capital invested by funds: $2.6B → $2.65B (+$50.1M)
0% more funds holding in top 10
Funds holding in top 10: 21 → 21 (0)
0.89% less ownership
Funds ownership: 88.66% → 87.76% (-0.89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$14.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$12.5M |
| 3 |
Two Sigma Investments
New York
|
+$9.48M |
| 4 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
+$8.71M |
| 5 |
SFS
Strategic Financial Services
Utica,
New York
|
+$7.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$59.1M |
| 2 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
-$13.2M |
| 3 |
GCG
Gilbert Capital Group
North Yarmouth,
Maine
|
-$5.39M |
| 4 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
-$3.31M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.45M |
LRGF Hedge Fund Activity: Q4 2025 in Review
236 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q4 2025, worth a combined $2.65B — up 1.9% from $2.6B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new LRGF positions and 14 closed out — a net gain of 20 holders — while 77 added to existing stakes and 70 trimmed.
The largest buyer was Modern Wealth Management, adding an estimated $14.4M. The largest seller was Integrated Wealth Concepts, cutting an estimated $59.1M.
- 236 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q4 2025, up from 218 in Q3 2025.
- Funds reported $2.65B of iShares US Equity Factor ETF stock for Q4 2025, up 1.9% quarter-over-quarter.
- 34 funds opened new iShares US Equity Factor ETF positions in Q4 2025 and 14 closed out, a net change of +20 holders.
- The largest iShares US Equity Factor ETF buyer in Q4 2025 was Modern Wealth Management, an estimated $14.4M added.
- The largest iShares US Equity Factor ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $59.1M sold.
Based on aggregated 13F filings for Q4 2025.