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iShares US Equity Factor ETF

158 hedge funds and large institutions have $1B invested in iShares US Equity Factor ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

22% more capital invested

Capital invested by funds: $819M → $1B (+$182M)

7% more funds holding

Funds holding: 148158 (+10)

3.42% more ownership

Funds ownership: 82.73%86.15% (+3.4%)

9% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 55

Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
2.54%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
25
Increased
50
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QA
51
Quantitative Advantage
Minnesota
$2.22M -$144K -3,684 -6%
FFA
52
Farther Finance Advisors
California
$2.15M +$2.16M +55,228 New
WWM
53
Windsor Wealth Management
Indiana
$1.99M -$119K -3,046 -6%
Goldman Sachs
54
Goldman Sachs
New York
$1.85M +$1.45M +36,993 +353%
SG
55
StoneX Group
New York
$1.8M +$34.1K +871 +2%
KWM
56
Kaydan Wealth Management
Michigan
$1.73M -$538K -13,754 -24%
UBS Group
57
UBS Group
Switzerland
$1.67M -$58.1K -1,485 -3%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$1.66M +$1.29M +33,006 +350%
FFA
59
First Foundation Advisors
California
$1.62M -$7.39K -189 -0.5%
AF
60
Allworth Financial
California
$1.56M +$468K +11,973 +43%
IWC
61
Integrated Wealth Concepts
Massachusetts
$1.47M -$2.02M -51,764 -58%
Jane Street
62
Jane Street
New York
$1.44M +$1.18M +30,121 +451%
PIFP
63
Partners in Financial Planning
Virginia
$1.25M +$391 +10 +0%
AWM
64
Adams Wealth Management
Utah
$1.24M +$263K +6,735 +27%
MG
65
Mather Group
Illinois
$1.18M +$113K +2,883 +11%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$1.11M -$679K -17,370 -38%
SSWM
67
Smith Salley Wealth Management
North Carolina
$1.05M
KAS
68
Kestra Advisory Services
Texas
$937K -$163K -4,178 -15%
PCM
69
Parsons Capital Management
Rhode Island
$836K +$38.2K +977 +5%
KFGK
70
Keystone Financial Group (Kentucky)
Kentucky
$804K -$40.8K -1,043 -5%
MFG
71
Merit Financial Group
Georgia
$801K -$47.4K -1,212 -6%
Citadel Advisors
72
Citadel Advisors
Florida
$771K +$773K +19,775 New
CAN
73
Cetera Advisor Networks
California
$746K +$163K +4,157 +28%
Creative Planning
74
Creative Planning
Kansas
$743K +$745K +19,047 New
FAAM
75
First Ascent Asset Management
Colorado
$736K -$16.2M -414,648 -96%

LRGF Hedge Fund Activity: Q4 2022 in Review

158 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q4 2022, worth a combined $1B — up 22% from $819M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new LRGF positions and 11 closed out — a net gain of 14 holders — while 50 added to existing stakes and 55 trimmed.

The largest buyer was Pettinga Financial Advisors, opening a new position worth an estimated $33.9M. The largest seller was First Ascent Asset Management, cutting an estimated $16.2M.

  • 158 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q4 2022, up from 148 in Q3 2022.
  • Funds reported $1B of iShares US Equity Factor ETF stock for Q4 2022, up 22% quarter-over-quarter.
  • 25 funds opened new iShares US Equity Factor ETF positions in Q4 2022 and 11 closed out, a net change of +14 holders.
  • The largest iShares US Equity Factor ETF buyer in Q4 2022 was Pettinga Financial Advisors, an estimated $33.9M added.
  • The largest iShares US Equity Factor ETF seller in Q4 2022 was First Ascent Asset Management, an estimated $16.2M sold.

Based on aggregated 13F filings for Q4 2022.