iShares US Equity Factor ETF
LRGF
204 hedge funds and large institutions have $2.02B invested in iShares US Equity Factor ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 66 reducing their positions, and 12 closing their positions.
142% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 12
8% more capital invested
Capital invested by funds: $1.88B → $2.02B (+$144M)
7% more funds holding
Funds holding: 191 → 204 (+13)
1.46% more ownership
Funds ownership: 86.71% → 88.17% (+1.5%)
6% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 66
0% more funds holding in top 10
Funds holding in top 10: 22 → 22 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$51.7M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$22.9M |
| 3 |
Morgan Stanley
New York
|
+$9.93M |
| 4 |
AFG
Atomi Financial Group
New York
|
+$8.37M |
| 5 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$4.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Strategic Financial Services
Utica,
New York
|
-$31.2M |
| 2 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
-$6.99M |
| 3 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
-$5.01M |
| 4 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
-$3.32M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$3.08M |
LRGF Hedge Fund Activity: Q4 2024 in Review
204 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q4 2024, worth a combined $2.02B — up 7.7% from $1.88B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new LRGF positions and 12 closed out — a net gain of 17 holders — while 70 added to existing stakes and 66 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $51.7M. The largest seller was Strategic Financial Services, cutting an estimated $31.2M.
- 204 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q4 2024, up from 191 in Q3 2024.
- Funds reported $2.02B of iShares US Equity Factor ETF stock for Q4 2024, up 7.7% quarter-over-quarter.
- 29 funds opened new iShares US Equity Factor ETF positions in Q4 2024 and 12 closed out, a net change of +17 holders.
- The largest iShares US Equity Factor ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $51.7M added.
- The largest iShares US Equity Factor ETF seller in Q4 2024 was Strategic Financial Services, an estimated $31.2M sold.
Based on aggregated 13F filings for Q4 2024.