LRGF icon

iShares US Equity Factor ETF
LRGF

Overview Fund Activity

173 hedge funds and large institutions have $1.54B invested in iShares US Equity Factor ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 5 closing their positions.

Holders
173
Holders Change
+20
Holders Change %
+13.07%
% of All Funds
2.51%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
27
Increased
61
Reduced
60
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Conrad Siegel Investment Advisors
Pennsylvania
$23.3M
2
EL
2
EWA LLC
Pennsylvania
$21.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17M
4
HHGA
4
Halbert Hargrove Global Advisors
California
$34.9M
5
TWM
5
Tolleson Wealth Management
Texas
$111M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.2M
2
SFO
2
Stokes Family Office
Louisiana
$41.4M
3
PFA
3
Pettinga Financial Advisors
Indiana
$23.4M
4
CW
4
CreativeOne Wealth
Kansas
$2.55M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.97M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$12.5M 232,158 +5,262 +2%
WFA
27
Wade Financial Advisory
California
$12.4M 230,069 +28,280 +14%
FM
28
Foster & Motley
Ohio
$11.9M 221,165 +124 +0.1%
AIM
29
Acropolis Investment Management
Missouri
$11.4M 211,709 +16,116 +8%
Corient Private Wealth
30
Corient Private Wealth
Florida
$10.4M 193,476 -2,383 -1%
AFG
31
Atomi Financial Group
New York
$9.6M 178,477 +178,477 New
FCT
32
Family Capital Trust
Massachusetts
$9.58M 178,008 -7,425 -4%
HWM
33
HB Wealth Management
Georgia
$8.36M 155,418 -13,701 -8%
WIA
34
World Investment Advisors
California
$8.15M 151,496 -7,787 -5%
DI
35
DDFG Inc
California
$7.62M 141,668 +141,668 New
BlackRock
36
BlackRock
New York
$7.33M 136,143 +2,370 +2%
RHP
37
Royal Harbor Partners
Texas
$7.28M 135,379 +135,379 New
CBFP
38
Cedar Brook Financial Partners
Ohio
$6.57M 122,073 -3,404 -3%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$6.42M 119,220 -18,969 -14%
FAM
40
Forte Asset Management
New York
$5.92M 110,048 +782 +0.7%
LPL Financial
41
LPL Financial
California
$5.51M 102,313 -60,614 -37%
NRW
42
Nova R Wealth
Kansas
$5.35M 99,412 -185 -0.2%
SCM
43
Sterneck Capital Management
Missouri
$5.34M 99,257 -892 -0.9%
FFA
44
Farther Finance Advisors
California
$5.04M 93,707 -35,794 -28%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$5M 92,941 -2,046 -2%
WFAG
46
Wescott Financial Advisory Group
Pennsylvania
$4.99M 92,751 -13,543 -13%
Osaic Holdings
47
Osaic Holdings
Arizona
$4.97M 92,390 -147,805 -62%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$4.64M 86,225 +295 +0.3%
AA
49
Addison Advisors
Vermont
$4.32M 80,364 -1,516 -2%
MML Investors Services
50
MML Investors Services
Massachusetts
$4.08M 75,799 +18,591 +32%
1
2
3 4 5