LRGF

Ishares US Equity Factor ETF

-$231.1M

Net Activity

Institutions Holding

241

Popularity Rank

#2465

Avg Weight

0.59%

Total Value

$2.4B

Ownership Trend

241 institutions currently hold LRGF, with 103 net buyers and 96 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

96

Net Buying Institutions

103

Key Holders

Key Holders

Top 5 by Value

SF
Strategic Financial Services, Inc.
$263.4M
HH
Halbert Hargrove Global Advisors, LLC
$239.3M
SW
SigFig Wealth Management, LLC
$190.9M
WF
Wells Fargo & Company/mn
$190.0M
PL
Plancorp, LLC
$135.9M

Top 5 by Conviction

SF
Strategic Financial Services, Inc.
12.53%
HH
Halbert Hargrove Global Advisors, LLC
11.55%
CC
Cora Capital Advisors LLC
10.37%
LI
LifeGoal Investments, LLC
9.52%
UW
Ullmann Wealth Partners Group, LLC
7.97%
View all 241 holding institutions

Quarterly Activity

Recent Activity

+$1.9B

Total Buy Value

$978.1M

Total Sell Value

New buy27
Trim80
Add76
Sold out16

103

Net Buyers

96

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES US EQUITY FACTOR ETF (LRGF)?
Major stakeholders currently include Strategic Financial Services, Inc. ($263.4M), Halbert Hargrove Global Advisors, LLC ($239.3M), SigFig Wealth Management, LLC ($190.9M). Based on the latest 13F filings, there are a total of 241 tracked investment funds and institutions maintaining positions in LRGF.
What is the overall institutional sentiment toward LRGF recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $231.1M, driven by 103 managers accumulating shares while 96 reduced their exposure.
Which institutions have been selling or reducing their LRGF positions?
In the latest period, 80 funds trimmed their holdings, and 16 managers completely exited their positions. The aggregate reported sell value was $978.1M.
Are there any notable investors adding LRGF to their portfolios?
Yes, buying activity remains notable. 27 institutions opened new positions in {ticker}, and 76 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.9B.

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