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iShares US Equity Factor ETF
LRGF

148 hedge funds and large institutions have $1.14B invested in iShares US Equity Factor ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.06B → $1.14B (+$82.7M)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 149 → 148 (-1)

1.25% less ownership

Funds ownership: 85.79% → 84.54% (-1.3%)

10% less funds holding in top 10

Funds holding in top 10: 20 → 18 (-2)

23% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 61

Holders
148
Holders Change
-1
Holders Change %
-0.67%
% of All Funds
2.32%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.28%
New
13
Increased
47
Reduced
61
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UWPG
Ullmann Wealth Partners Group
Florida
+$22.8M
2
TWM
Tolleson Wealth Management
Texas
+$14.9M
3
Cerity Partners
Cerity Partners
New York
+$6.76M
4
PL
Plancorp LLC
Missouri
+$3.65M
5
Citigroup
Citigroup
New York
+$3.28M

Top Sellers

1
SFS
Strategic Financial Services
New York
-$7.96M
2
AA
Addison Advisors
Vermont
-$4.05M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.79M
4
PFM
Phillips Financial Management
Indiana
-$2.97M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
FM
26
Foster & Motley
Ohio
$9.64M +$397K +9,412 +5%
HWM
27
HB Wealth Management
Georgia
$8.93M -$59.2K -1,403 -0.7%
FCT
28
Family Capital Trust
Massachusetts
$8.33M -$48.2K -1,142 -0.6%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$8.11M +$141K +3,346 +2%
WIA
30
World Investment Advisors
California
$7.36M -$365K -8,664 -5%
Cerity Partners
31
Cerity Partners
New York
$7.15M +$6.76M +160,369 New
AIM
32
Acropolis Investment Management
Missouri
$6.55M +$321K +7,615 +5%
Corient Private Wealth
33
Corient Private Wealth
Florida
$6.39M -$91.3K -2,166 -1%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$6.12M -$474K -11,252 -8%
FAM
35
Forte Asset Management
New York
$5.79M -$602K -14,280 -10%
BlackRock
36
BlackRock
New York
$5.68M +$336K +7,977 +7%
CBFP
37
Cedar Brook Financial Partners
Ohio
$5.51M -$2.83K -67 -0.1%
SCM
38
Sterneck Capital Management
Missouri
$5.17M -$286K -6,785 -6%
WFAG
39
Wescott Financial Advisory Group
Pennsylvania
$4.83M +$2.78K +66 +0.1%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$4.62M +$26.5K +629 +0.6%
FFA
41
Farther Finance Advisors
California
$4.53M +$1.02M +24,244 +31%
NRW
42
Nova R Wealth
Kansas
$4.41M +$11.5K +273 +0.3%
Citigroup
43
Citigroup
New York
$4.26M +$3.28M +77,885 +439%
LPL Financial
44
LPL Financial
California
$3.94M +$26.9K +638 +0.7%
AA
45
Addison Advisors
Vermont
$3.89M -$4.05M -95,997 -52%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$3.5M -$1.51M -35,709 -31%
WANY
47
Wealthspire Advisors (New York)
New York
$3.41M -$283K -6,701 -8%
KWM
48
Kingsview Wealth Management
Oregon
$3.14M +$224K +5,304 +8%
DI
49
DFPG Investments
Utah
$3.09M +$70.2K +1,664 +3%
RW
50
RVW Wealth
California
$2.56M -$34.6K -821 -1%
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LRGF Hedge Fund Activity: Q2 2023 in Review

148 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q2 2023, worth a combined $1.14B — up 7.8% from $1.06B a quarter earlier.

Fund positioning in LRGF was balanced in Q2 2023: 13 funds opened new positions, 13 closed out, 47 added to existing stakes and 61 trimmed.

The largest buyer was Ullmann Wealth Partners Group, adding an estimated $22.8M. The largest seller was Strategic Financial Services, cutting an estimated $7.96M.

  • 148 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q2 2023, down from 149 in Q1 2023.
  • Funds reported $1.14B of iShares US Equity Factor ETF stock for Q2 2023, up 7.8% quarter-over-quarter.
  • 13 funds opened new iShares US Equity Factor ETF positions in Q2 2023 and 13 closed out, a net change of 0 holders.
  • The largest iShares US Equity Factor ETF buyer in Q2 2023 was Ullmann Wealth Partners Group, an estimated $22.8M added.
  • The largest iShares US Equity Factor ETF seller in Q2 2023 was Strategic Financial Services, an estimated $7.96M sold.

Based on aggregated 13F filings for Q2 2023.