Who Owns LRGF?
iShares U.S. Equity Factor ETF — Institutional Ownership & 13F Holdings
$71.93
+0.54 (+0.76%)
Market Cap
$3.1B
Shares Outstanding
40,787,392
Institutional Holders
202
Total Inst. Value
$1.8B
% of Float Held
—
QoQ Holder Change
+79
Institutional data as of Q1 2025
New Positions
48
Closed Positions
16
Increased
64
Decreased
59
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Strategic Financial Services, Inc. | $215.7M | 3,726,234 |
| 2 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $196.3M | 3,390,727 |
| 3 | SigFig Wealth Management, LLC | $113.7M | 1,976,940 |
| 4 | Tolleson Wealth Management, Inc. | $109.0M | 1,884,073 |
| 5 | WELLS FARGO & COMPANY/MN | $108.8M | 1,879,421 |
| 6 | Plancorp, LLC | $92.3M | 1,593,834 |
| 7 | JPMORGAN CHASE & CO | $71.8M | 1,241,063 |
| 8 | Integrated Wealth Concepts LLC | $64.4M | 1,112,960 |
| 9 | Clearwater Capital Advisors, LLC | $61.4M | 1,060,880 |
| 10 | AMERIPRISE FINANCIAL INC | $43.6M | 753,740 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Strategic Financial Services, Inc. | +44K | $215.7M |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | +41K | $196.3M |
| SigFig Wealth Management, LLC | +3K | $113.7M |
| Tolleson Wealth Management, Inc. | +47K | $109.0M |
| WELLS FARGO & COMPANY/MN | +29K | $108.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JPMORGAN CHASE & CO | -273K | $71.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | -123K | $10K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -121K | $12.1M |
| MML INVESTORS SERVICES, LLC | -88K | $900K |
| Stokes Family Office, LLC | -65K | $16.6M |
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Frequently Asked Questions
How many institutional investors hold LRGF?
As of Q1 2025, 202 institutional investors report holding LRGF (iShares U.S. Equity Factor ETF) in their 13F filings.
Which hedge fund owns the most LRGF?
The largest institutional holder of LRGF is Strategic Financial Services, Inc. with $215.7M in shares.
Are institutions buying or selling LRGF?
This quarter, 48 institutions opened new positions in LRGF and 16 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.