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iShares US Equity Factor ETF
LRGF

188 hedge funds and large institutions have $1.74B invested in iShares US Equity Factor ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

13% more capital invested

Capital invested by funds: $1.54B → $1.74B (+$200M)

8% more funds holding

Funds holding: 174 → 188 (+14)

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+1)

0.47% less ownership

Funds ownership: 87.14% → 86.67% (-0.47%)

15% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 67

Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
2.72%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
25
Increased
57
Reduced
67
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HHGA
Halbert Hargrove Global Advisors
California
+$137M
2
AFG
Atomi Financial Group
New York
+$7.35M
3
SEIA
Signature Estate & Investment Advisors
California
+$6.4M
4
AG
AlTi Global
New York
+$5.72M
5
Wells Fargo
Wells Fargo
California
+$3.94M

Top Sellers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
-$30.6M
2
SFO
Stokes Family Office
Louisiana
-$10.8M
3
CBFP
Cedar Brook Financial Partners
Ohio
-$6.57M
4
PFM
Phillips Financial Management
Indiana
-$3.29M
5
CW
CreativeOne Wealth
Kansas
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$5.19M +$41.9K +780 +0.8%
FFA
52
Farther Finance Advisors
California
$5.14M -$83.1K -1,547 -2%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$5.1M -$71.4K -1,329 -1%
WFAG
54
Wescott Financial Advisory Group
Pennsylvania
$4.94M -$216K -4,023 -4%
PA
55
Parallel Advisors
California
$4.35M +$3.4M +63,349 +431%
AA
56
Addison Advisors
Vermont
$4.34M -$131K -2,430 -3%
Ameriprise
57
Ameriprise
Minnesota
$4.17M +$222K +4,127 +6%
WANY
58
Wealthspire Advisors (New York)
New York
$3.45M -$274K -5,097 -8%
JWA
59
JFS Wealth Advisors
Pennsylvania
$3.37M -$45.6K -849 -1%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$3.26M +$589K +10,964 +23%
AF
61
Allworth Financial
California
$2.77M -$13.1K -244 -0.5%
MSWMA
62
Market Street Wealth Management Advisors
Indiana
$2.76M -$542K -10,100 -17%
GC
63
Grimes & Company
Massachusetts
$2.74M -$32.5K -606 -1%
RW
64
RVW Wealth
California
$2.67M -$129K -2,402 -5%
DAS
65
Diversify Advisory Services
Utah
$2.48M -$161K -2,990 -6%
HGA
66
Hobbs Group Advisors
South Carolina
$2.39M +$2.3M +42,877 New
PWA
67
Physician Wealth Advisors
Utah
$2.25M +$110K +2,052 +6%
UBS Group
68
UBS Group
Switzerland
$2.21M -$313K -5,830 -13%
Cerity Partners
69
Cerity Partners
New York
$2.05M +$4.78K +89 +0.2%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$2.02M -$56.8K -1,057 -3%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$1.92M +$1.85M +34,474 New
GA
72
GSG Advisors
New Jersey
$1.64M +$1.45K +27 +0.1%
MA
73
MONECO Advisors
Connecticut
$1.55M +$32.7K +608 +2%
SSWM
74
Smith Salley Wealth Management
North Carolina
$1.44M – – –
FFA
75
First Foundation Advisors
California
$1.32M -$15K -280 -1%
1 2
3
4 5

LRGF Hedge Fund Activity: Q2 2024 in Review

188 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q2 2024, worth a combined $1.74B — up 13% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new LRGF positions and 9 closed out — a net gain of 16 holders — while 57 added to existing stakes and 67 trimmed.

The largest buyer was Halbert Hargrove Global Advisors, adding an estimated $137M. The largest seller was Integrated Wealth Concepts, cutting an estimated $30.6M.

  • 188 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q2 2024, up from 174 in Q1 2024.
  • Funds reported $1.74B of iShares US Equity Factor ETF stock for Q2 2024, up 13% quarter-over-quarter.
  • 25 funds opened new iShares US Equity Factor ETF positions in Q2 2024 and 9 closed out, a net change of +16 holders.
  • The largest iShares US Equity Factor ETF buyer in Q2 2024 was Halbert Hargrove Global Advisors, an estimated $137M added.
  • The largest iShares US Equity Factor ETF seller in Q2 2024 was Integrated Wealth Concepts, an estimated $30.6M sold.

Based on aggregated 13F filings for Q2 2024.