HB Wealth Management LLC Has $9.74 Million Stock Position in iShares U.S. Equity Factor ETF $LRGF

Posted by Tyrone Williams on Jan 9th, 2026

HB Wealth Management LLC boosted its stake in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF – Free Report) by 14.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 141,051 shares of the company’s stock after acquiring an additional 18,282 shares during the period. HB Wealth Management LLC owned 0.33% of iShares U.S. Equity Factor ETF worth $9,744,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Mather Group LLC. acquired a new position in shares of iShares U.S. Equity Factor ETF in the 3rd quarter worth approximately $53,000. JNBA Financial Advisors bought a new position in iShares U.S. Equity Factor ETF during the second quarter worth $104,000. Goodman Advisory Group LLC acquired a new position in iShares U.S. Equity Factor ETF in the second quarter valued at $168,000. GDS Wealth Management bought a new stake in iShares U.S. Equity Factor ETF during the second quarter valued at $201,000. Finally, Graves Light Lenhart Wealth Inc. bought a new stake in iShares U.S. Equity Factor ETF during the second quarter valued at $208,000.

iShares U.S. Equity Factor ETF Trading Down 0.2%

LRGF stock opened at $69.99 on Friday. The firm has a market cap of $3.05 billion, a PE ratio of 22.79 and a beta of 0.98. The stock has a 50-day moving average price of $69.41 and a 200-day moving average price of $67.76. iShares U.S. Equity Factor ETF has a 1-year low of $49.97 and a 1-year high of $71.07.

iShares U.S. Equity Factor ETF Profile

(Free Report)

The iShares U.S. Equity Factor ETF (LRGF) is an exchange-traded fund that is based on the STOXX U.S. Equity Factor index. The fund tracks an index of US large- and mid-cap equities. Stocks are selected and weighted to maximize exposure to five factors: momentum, quality, value, low volatility, and size. LRGF was launched on Apr 30, 2015 and is managed by BlackRock.