ISHARES US EQUITY FACTOR ETF (LRGF) Institutional Ownership Changes & 13F Activity
ISHARES US EQUITY FACTOR ETF (LRGF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Strategic Financial Services, Inc., Wells Fargo & Company/Mn, Modern Wealth Management, Llc, Envestnet Asset Management Inc, and Integrated Wealth Concepts Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Versant Capital Management, Inc | Buy | +1,712 | +27.0% | 8,055 | $627.08K | Q3 2026 | Oct 02, 2026 |
| Stonebridge Financial Group, Llc | Buy | +3,679 | +1.7% | 218,606 | $17.02M | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -698,956 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -5,328 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Sell | -681,028 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -7,238 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -210 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -21,611 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Strategic Financial Services, Inc. | Sell | -3,975,040 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| Kingsview Wealth Management, Llc | Sell | -71,199 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -2,830 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Jdm Financial Group Llc | Sell | -289 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Km Capital Management Ltd. | Sell | -89,411 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -9,918 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Wells Fargo & Company/Mn | Sell | -3,005,418 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -1,810,836 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Sell | -592,041 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -404,298 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -243,744 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -217,819 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Obsido Oy | Sell | -172,107 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -155,171 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Sell | -145,208 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -140,887 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Sell | -130,900 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -89,301 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Sell | -89,196 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -63,806 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Sell | -43,508 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Magnolia Capital Advisors Llc | Sell | -38,911 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
Frequently asked questions about LRGF activity
Which institutional owners are buying LRGF?
Institutional owners buying LRGF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in LRGF activity?
"Buy" means an investor increased their reported position in LRGF compared to the prior reporting period. This reflects growing exposure to ISHARES US EQUITY FACTOR ETF (LRGF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LRGF increasing?
Institutional interest in LRGF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.