Who Owns iShares U.S. Equity Factor ETF (LRGF)?Hedge Fund & Institutional Holders

$66.77-0.47 (-0.70%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -1

Price History

$51.37$56.24$61.11$65.98$70.85Sep 24Jun 25Mar 26

LRGF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SigFig Wealth Management, LLCNew Position+2.5M+$175.6B
EWA, LLCNew Position+729K+$50.6B
DDFG, IncNew Position+365K+$25.3B
Conrad Siegel Investment Advisors, Inc.New Position+358K+$24.8B
PHILLIPS FINANCIAL MANAGEMENT, LLCNew Position+310K+$21.5B
Modern Wealth Management, LLCIncreased+208K+$14.7B
Stonebridge Financial Group, LLCNew Position+195K+$13.6B
WELLS FARGO & COMPANY/MNIncreased+181K+$12.8B
Strategic Financial Services, Inc.Increased+105K+$9.7B
TWO SIGMA INVESTMENTS, LPNew Position+137K+$9.0B
JONES FINANCIAL COMPANIES LLLPNew Position+135K+$9.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+127K+$8.0B
FORTE ASSET MANAGEMENT LLCNew Position+112K+$7.7B
Family Capital Trust CoNew Position+105K+$7.3B
Nova R Wealth, Inc.New Position+102K+$7.1B

LRGF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Integrated Wealth Concepts LLCDecreased-853K-$73.7B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-236K-$17.2B
World Investment AdvisorsDecreased-8K-$12.5B
HighTower Advisors, LLCDecreased-2K-$11.5B
Quantinno Capital Management LPDecreased-9K-$10.6B
Vestmark Advisory Solutions, Inc.Decreased-3K-$8.2B
Gilbert Capital Group, Inc.Decreased-78K-$5.4B
Kingsview Wealth Management, LLCDecreased-1K-$4.8B
Allworth Financial LPDecreased-74-$3.0B
JPMORGAN CHASE & CODecreased-29K-$2.2B
AMERIPRISE FINANCIAL INCDecreased-22K-$1.7B
Creative PlanningDecreased-65-$1.5B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-18K-$1.2B
&PARTNERSDecreased-7K-$1.2B
Qube Research & Technologies LtdDecreased-9K-$1.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Strategic Financial Services, Inc.3,912,625$272.8B12.58%Share
2SigFig Wealth Management, LLC2,529,572$175.6B5.23%Share
3WELLS FARGO & COMPANY/MN1,776,085$123.0B22.40%Share
4Clearwater Capital Advisors, LLC1,067,964$74.1B6.18%Share
5JPMORGAN CHASE & CO1,045,923$72.0B4.52%Share
6Modern Wealth Management, LLC856,823$59.5B1084.75%Share
7Compound Planning, Inc.795,236$55.2B1.62%Share
8AMERIPRISE FINANCIAL INC754,172$52.0B11.75%Share
9EWA, LLC728,527$50.6B12.35%Share
10BANK OF AMERICA CORP /DE/668,262$46.0B3.35%Share
11WELLS FARGO & COMPANY/MN648,187$45.0B8.20%Share
12Focus Partners Wealth533,029$37.0B42.17%Share
13OSAIC HOLDINGS, INC.538,997$37.0B54.06%Share
14CORA CAPITAL ADVISORS LLC517,867$36.0B14.00%Share
15DDFG, Inc364,955$25.3B5.55%Share
16Conrad Siegel Investment Advisors, Inc.357,608$24.8B4.71%Share
17Acropolis Investment Management, LLC312,356$21.7B0.98%Share
18PHILLIPS FINANCIAL MANAGEMENT, LLC309,639$21.5B1.39%Share
19Beirne Wealth Consulting Services, LLC303,492$21.1B6.10%Share
20Stonebridge Financial Group, LLC195,497$13.6B1.16%Share
21WELLS FARGO & COMPANY/MN177,246$12.0B2.19%Share
22Obsido Oy159,945$11.1B6.82%Share
23Parallel Advisors, LLC151,188$10.0B182.95%Share
24CITIGROUP INC154,770$10.0B4.41%Share
25JONES FINANCIAL COMPANIES LLLP135,407$9.0B5.49%Share
26TWO SIGMA INVESTMENTS, LP136,800$9.0B12.69%Share
27RAYMOND JAMES FINANCIAL INC119,697$8.0B2.49%Share
28COMMONWEALTH EQUITY SERVICES, LLC126,788$8.0B10.67%Share
29FORTE ASSET MANAGEMENT LLC111,585$7.7B3.52%Share
30Family Capital Trust Co105,382$7.3B2.39%Share
31Nova R Wealth, Inc.102,195$7.1B2.59%Share
32Sterneck Capital Management, LLC93,296$6.5B2.92%Share
33KM Capital Management Ltd.90,582$6.3B3.21%Share
34Vise Technologies, Inc.89,776$6.0B117.55%Share
35Heck Capital Advisors, LLC83,311$5.8B0.43%Share
36ShoreHaven Wealth Partners, LLC77,074$5.4B1.92%Share
37Wescott Financial Advisory Group, LLC77,035$5.3B0.47%Share
38SIGNATURE ESTATE & INVESTMENT ADVISORS LLC72,372$5.0B0.10%Share
39AQR CAPITAL MANAGEMENT LLC76,731$5.0B2.62%Share
40RHS Financial, LLC67,068$4.7B2.27%Share
41Addison Advisors LLC66,927$4.6B1.04%Share
42GOLDMAN SACHS GROUP INC58,058$4.0B0.49%Share
43BANK OF AMERICA CORP /DE/63,002$4.0B0.29%Share
44ROYAL BANK OF CANADA70,798$4.0B0.65%Share
45Stokes Family Office, LLC47,247$3.3B0.30%Share
46RVW Wealth, LLC44,983$3.1B0.24%Share
47Wealthspire Advisors, LLC47,833$3.0B23.88%Share
48ALLIANCEBERNSTEIN L.P.43,908$3.0B0.95%Share
49GRIMES & Co WEALTH MANAGEMENT, LLC42,316$2.9B0.07%Share
50EVERPAR ADVISORS LLC37,302$2.6B0.96%Share

LRGF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025233$1.5T+108
Q3 2025125$1.3T-73
Q2 2025198$1.7T-4
Q1 2025202$1.5T+32
Q4 2024170$73.9T+33
Q3 2024137$167.1T+1
Q2 2024136$127.4T+13
Q1 2024123$103.3T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold LRGF (iShares U.S. Equity Factor ETF). The largest holder is Strategic Financial Services, Inc. with $272.8B in shares. This quarter, 12 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own LRGF?

As of Q4 2025, 50 institutional investors report holding LRGF (iShares U.S. Equity Factor ETF) in their 13F filings.

Who is the largest institutional holder of LRGF?

The largest institutional holder of LRGF is Strategic Financial Services, Inc. with $272.8B in shares.

Is institutional ownership of LRGF increasing or decreasing?

This quarter, 12 institutions opened new positions in LRGF and 1 closed their positions.