iShares US Equity Factor ETF
LRGF
252 hedge funds and large institutions have $3.11B invested in iShares US Equity Factor ETF in 2026 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 76 reducing their positions, and 13 closing their positions.
108% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 13
21% more capital invested
Capital invested by funds: $2.58B → $3.11B (+$535M)
16% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 76
13% more funds holding in top 10
Funds holding in top 10: 16 → 18 (+2)
4% more funds holding
Funds holding: 243 → 252 (+9)
2.2% more ownership
Funds ownership: 87.67% → 89.87% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$108M |
| 2 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$55.6M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$14.8M |
| 4 |
VT
Vise Technologies
New York
|
+$10.2M |
| 5 |
Two Sigma Investments
New York
|
+$9.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Kestra Investment Management
Austin,
Texas
|
-$22.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.26M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$7.42M |
| 4 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$5.57M |
| 5 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
-$4.8M |
LRGF Hedge Fund Activity: Q2 2026 in Review
252 institutional investors reported a position in iShares US Equity Factor ETF (LRGF) for Q2 2026, worth a combined $3.11B — up 21% from $2.58B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new LRGF positions and 13 closed out — a net gain of 14 holders — while 88 added to existing stakes and 76 trimmed.
The largest buyer was Annex Advisory Services, adding an estimated $108M. The largest seller was Kestra Investment Management, cutting an estimated $22.5M.
- 252 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q2 2026, up from 243 in Q1 2026.
- Funds reported $3.11B of iShares US Equity Factor ETF stock for Q2 2026, up 21% quarter-over-quarter.
- 27 funds opened new iShares US Equity Factor ETF positions in Q2 2026 and 13 closed out, a net change of +14 holders.
- The largest iShares US Equity Factor ETF buyer in Q2 2026 was Annex Advisory Services, an estimated $108M added.
- The largest iShares US Equity Factor ETF seller in Q2 2026 was Kestra Investment Management, an estimated $22.5M sold.
Based on aggregated 13F filings for Q2 2026.