iShares US Equity Factor ETF
LRGF
244 hedge funds and large institutions have $2.58B invested in iShares US Equity Factor ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 82 reducing their positions, and 15 closing their positions.
80% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 15
3% more funds holding
Funds holding: 236 → 244 (+8)
0.09% less ownership
Funds ownership: 87.76% → 87.67% (-0.09%)
3% less capital invested
Capital invested by funds: $2.65B → $2.58B (-$75.1M)
9% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 82
24% less funds holding in top 10
Funds holding in top 10: 21 → 16 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$93.5M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$31.8M |
| 3 |
KIM
Kestra Investment Management
Austin,
Texas
|
+$27.1M |
| 4 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$24.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
-$45.5M |
| 2 |
EL
EWA LLC
Pittsbugh,
Pennsylvania
|
-$44M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$33.2M |
| 4 |
JP Morgan Chase
New York
|
-$24.5M |
| 5 |
DI
DDFG Inc
Thousand Oaks,
California
|
-$13.2M |
LRGF Hedge Fund Activity: Q1 2026 in Review
244 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q1 2026, worth a combined $2.58B — down 2.8% from $2.65B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new LRGF positions and 15 closed out — a net gain of 12 holders — while 75 added to existing stakes and 82 trimmed.
The largest buyer was Annex Advisory Services, opening a new position worth an estimated $93.5M. The largest seller was Affinity Wealth Management, exiting entirely with an estimated $45.5M sold.
- 244 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q1 2026, up from 236 in Q4 2025.
- Funds reported $2.58B of iShares US Equity Factor ETF stock for Q1 2026, down 2.8% quarter-over-quarter.
- 27 funds opened new iShares US Equity Factor ETF positions in Q1 2026 and 15 closed out, a net change of +12 holders.
- The largest iShares US Equity Factor ETF buyer in Q1 2026 was Annex Advisory Services, an estimated $93.5M added.
- The largest iShares US Equity Factor ETF seller in Q1 2026 was Affinity Wealth Management, an estimated $45.5M sold.
Based on aggregated 13F filings for Q1 2026.