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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Modern Wealth Management, Llc, Ameriprise Financial Inc, Two Sigma Investments, Lp, Wells Fargo & Company/Mn, and Corient Private Wealth Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+40,370+6.1%698,956$52.86MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+4,981+0.7%681,028$51.51MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-356-4.7%7,238$547.38KQ2 2026Sep 04, 2026
Corient Private Wealth LlcSell-102,669-82.6%21,611$1.63MQ2 2026Aug 27, 2026
Strategic Financial Services, Inc.Sell-15,834-0.4%3,975,040$300.63MQ2 2026Aug 24, 2026
Mercer Global Advisors IncBuy+2,830—2,830$214.03KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-1,389-1.9%71,199$5.38MQ2 2026Aug 19, 2026
Jdm Financial Group LlcBuy+289—289$21.86KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-178-1.8%9,918$750.08KQ2 2026Aug 17, 2026
Km Capital Management Ltd.Buy+118+0.1%89,411$6.76MQ2 2026Aug 17, 2026
Modern Wealth Management, LlcBuy+759,481+72.2%1,810,836$136.95MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+592,041—592,041$45.06MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+130,900—130,900$9.90MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+126,348+4.4%3,005,418$227.30MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-25,146-22.0%89,301$6.75MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+19,441+337.7%25,198$1.91MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+18,036—18,036$1.36MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+18,009—18,009$1.36MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+8,585+82.9%18,947$1.43MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+8,460—8,460$639.83KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+4,982+1.2%404,298$30.58MQ2 2026Aug 14, 2026
Obsido OyBuy+4,938+3.0%172,107$13.02MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-4,450-2.8%155,171$11.74MQ2 2026Aug 14, 2026
Alvarez & Marsal Private Wealth Partners, LlcBuy+4,387—4,387$331.79KQ2 2026Aug 14, 2026
Bank Of America CorpSell-3,979-1.6%243,744$18.43MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+2,746—2,746$207.68KQ2 2026Aug 14, 2026
First Foundation AdvisorsSell-2,012-11.6%15,282$1.16MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+1,319+0.9%140,887$10.66MQ2 2026Aug 14, 2026
Betterment LlcSell-834-3.4%23,701$1.79MQ2 2026Aug 14, 2026
Magnolia Capital Advisors LlcBuy+537+1.4%38,911$2.94MQ2 2026Aug 14, 2026
Showing 30 of 209

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.