Ishares Tr (LRGF) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ishares Tr (LRGF) following the 2026 Q2 hedge fund 13F filings?

As of today, LRGF has moved -1.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.5% for the SPY sector ETF — an outperformance of -2.0%. Since the quarter end (June 30, 2026), LRGF gained +3.2% vs +14.6% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ishares Tr (LRGF)

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

Smart Money Signals — LRGF

Based on 249 hedge funds · latest filing: 2026 Q2 · 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

249 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 — +18% more funds vs a year ago

fund count last 6Q

+38 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 57% buying

118 buying90 selling

Last quarter: 118 funds bought or added vs 90 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.

➡️

Steady new buyers — ~28 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 23 → 33 → 27 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 22% medium ■ 19% new

146 out of 249 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.

➡️

Steady discovery — ~28 new funds/quarter

27 → 23 → 33 → 27 → 28 new funds/Q

New funds entering each quarter: 23 → 33 → 27 → 28. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 60% veterans vs 25% newcomers

■ 60% veterans ■ 15% 1-2yr ■ 25% new

Entry-cohort mix of 249 holders: 149 (60%) are 2+ year veterans, 38 entered 1–2 years ago, and 62 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds

24 of 249 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

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 (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	249	240	3.75%
13F Shares	37M	36M	3.9%
Total Value	$2.77B	$2.36B	17.4%
New Positions	28	27	+1
Increased Positions	90	74	+16
Closed Positions	19	20	-1
Reduced Positions	71	78	-7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

249

240

3.75%

13F Shares

37M

36M

3.9%

Total Value

$2.77B

$2.36B

17.4%

New Positions

Increased Positions

+16

Closed Positions

-1

Reduced Positions

-7

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

249 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 LRGF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Tolleson Wealth Management, Inc.	22.51%	2,336,066	$154.2M
2	Halbert Hargrove Global Advisors, LLC	11.85%	3,621,832	$273.9M
3	Cora Capital Advisors LLC	10.27%	483,912	$36.6M
4	LifeGoal Investments, LLC	10.24%	295,859	$22.4M
5	Ullmann Wealth Partners Group, LLC	7.80%	1,134,837	$85.8M
6	Obsido Oy	6.96%	172,107	$13.0M
7	Conrad Siegel Investment Advisors, Inc.	6.41%	520,948	$39.4M
8	Clearwater Capital Advisors, LLC	6.37%	1,149,647	$86.9M
9	SigFig Wealth Management, LLC	5.83%	2,927,890	$220.0M
10	Pettinga Financial Advisors LLC	4.88%	402,597	$30.4M
11	Beirne Wealth Consulting Services, LLC	4.03%	267,564	$20.2M
12	Plancorp, LLC	3.87%	2,091,989	$158.7M
13	Annex Advisory Services, LLC	3.67%	2,839,647	$214.8M
14	Family Capital Trust Co	3.58%	161,174	$10.3M
15	KM Capital Management Ltd.	3.18%	89,411	$6.8M
16	Cardinal Point Capital Management ULC	3.16%	736,666	$55.7M
17	Sterneck Capital Management, LLC	3.00%	92,491	$7.0M
18	Forte Asset Management LLC	2.61%	84,473	$6.4M
19	DDFG, Inc	2.54%	169,454	$12.8M
20	Nova R Wealth, Inc.	2.26%	102,452	$7.7M
21	RHS Financial, LLC	2.24%	73,365	$5.5M
22	Maimon Wealth Management LTD.	1.85%	31,705	$2.4M
23	ShoreHaven Wealth Partners, LLC	1.78%	74,892	$5.7M
24	Modern Wealth Management, LLC	1.63%	1,810,836	$137.0M
25	BFI Wealth Solutions, LLC	1.55%	27,661	$2.1M

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: 118 funds bought or added vs 90 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?

Strong quality — 20% AUM from major funds: 24 of 249 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held LRGF?

59% of holders stayed for 2+ years: 146 out of 249 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.

Is it too late to buy Ishares Tr (LRGF) following the 2026 Q2 hedge fund 13F filings?

As of today, LRGF has moved -1.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.5% for the SPY sector ETF — an outperformance of -2.0%. Since the quarter end (June 30, 2026), LRGF has gained +3.2% vs +14.6% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 — +18% more funds vs a year ago

Slight buying edge — 57% buying

Steady new buyers — ~28 new funds per quarter

59% of holders stayed for 2+ years

Steady discovery — ~28 new funds/quarter

Veteran-anchored — 60% veterans vs 25% newcomers

Strong quality — 20% AUM from major funds

Institutional Sentiment Summary — LRGF

Hedge Fund Ownership: LRGF

Market Analysis: LRGF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LRGF

Is It Too Late to Buy Ishares Tr (LRGF) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: LRGF

Statistics: LRGF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (LRGF)

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