ISHARES TR (LRGF): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES TR (LRGF)

220 + Investors. Track Smart Money conviction in LRGF. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — LRGF

Based on 220 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added LRGF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

220 hedge funds hold LRGF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q

+31 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 57% buying

105 buying80 selling

Last quarter: 105 funds bought or added vs 80 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter

Funds opening a new LRGF position: 18 → 24 → 23 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 23% medium ■ 20% new

127 out of 220 hedge funds have held LRGF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

23 → 18 → 24 → 23 → 29 new funds/Q

New funds entering each quarter: 18 → 24 → 23 → 29. A growing number of institutions are discovering LRGF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 17% 1-2yr ■ 24% new

Of 220 current holders: 130 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds

18 of 220 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	220	208	5.77%
13F Shares	39M	37M	4.23%
Total Value	$2.62B	$2.59B	1.24%
New Positions	29	23	+6
Increased Positions	76	78	-2
Closed Positions	17	14	+3
Reduced Positions	63	70	-7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

220

208

5.77%

13F Shares

39M

37M

4.23%

Total Value

$2.62B

$2.59B

1.24%

New Positions

Increased Positions

-2

Closed Positions

Reduced Positions

-7

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

220 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LRGF. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of LRGF — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	HALBERT HARGROVE GLOBAL ADVISORS, LLC	11.55%	3,626,489	$239.3M
2	CORA CAPITAL ADVISORS LLC	10.37%	474,684	$31.3M
3	LifeGoal Investments, LLC	9.52%	250,341	$16.6M
4	Ullmann Wealth Partners Group, LLC	7.97%	1,163,663	$76.8M
5	Conrad Siegel Investment Advisors, Inc.	6.35%	533,205	$35.2M
6	SigFig Wealth Management, LLC	5.60%	2,891,969	$190.9M
7	Pettinga Financial Advisors LLC	5.17%	415,915	$27.5M
8	Beirne Wealth Consulting Services, LLC	4.98%	266,900	$17.6M
9	Plancorp, LLC	3.87%	1,980,357	$135.9M
10	Cardinal Point Capital Management ULC	2.96%	731,889	$48.3M
11	Sterneck Capital Management, LLC	2.76%	93,267	$6.2M
12	DDFG, Inc	2.47%	173,417	$11.4M
13	FORTE ASSET MANAGEMENT LLC	2.42%	83,634	$5.5M
14	Family Capital Trust Co	2.39%	105,382	$7.3M
15	RHS Financial, LLC	2.21%	70,651	$4.7M
16	Nova R Wealth, Inc.	2.16%	102,384	$6.8M
17	Annex Advisory Services, LLC	1.68%	1,361,862	$89.9M
18	PHILLIPS FINANCIAL MANAGEMENT, LLC	1.37%	285,753	$18.9M
19	EWA, LLC	1.32%	88,335	$5.8M
20	Stonebridge Financial Group, LLC	1.15%	210,990	$13.9M
21	Acropolis Investment Management, LLC	1.04%	357,549	$23.6M
22	EVERPAR ADVISORS LLC	1.00%	43,876	$2.9M
23	FOSTER & MOTLEY INC	0.77%	226,286	$15K
24	Physician Wealth Advisors, Inc.	0.45%	49,322	$3.3M
25	EVOLVE PRIVATE WEALTH, LLC	0.42%	119,833	$7.9M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — ISHARES TR (LRGF)

What does the Smart Money Trend signal show for LRGF?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added LRGF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LRGF?

Slight buying edge — 57% buying: Last quarter: 105 funds bought or added vs 80 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LRGF holders?

Smaller funds dominant — 19% AUM from top-100: 18 of 220 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LRGF?

58% of holders stayed for 2+ years: 127 out of 220 hedge funds have held LRGF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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ISHARES TR (LRGF)

Smart Money Signals — LRGF

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Steady growth — +16% more funds vs a year ago

Slight buying edge — 57% buying

More new buyers each quarter (+6 vs last Q)

58% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 59% of holders stayed 2+ years

Smaller funds dominant — 19% AUM from top-100

Hedge Fund Ownership: LRGF

Market Analysis: LRGF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LRGF

Hedge Fund Positioning: LRGF

Statistics: LRGF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (LRGF)

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