LRGF icon

iShares US Equity Factor ETF
LRGF

Overview Fund Activity

203 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.

Holders
203
Holders Change
+13
Holders Change %
+6.84%
% of All Funds
2.7%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
29
Increased
70
Reduced
66
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$91.4M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$66.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$40.4M
4
AFG
4
Atomi Financial Group
New York
$37.4M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$202M

Top Sellers

1
SFS
1
Strategic Financial Services
New York
$222M
2
TWM
2
Tolleson Wealth Management
Texas
$111M
3
PFM
3
Phillips Financial Management
Indiana
$25.2M
4
SFO
4
Stokes Family Office
Louisiana
$21.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
51
Farther Finance Advisors
California
$5.82M +$286K +4,738 +5%
PA
52
Parallel Advisors
California
$5.82M +$413K +6,841 +8%
SCM
53
Sterneck Capital Management
Missouri
$5.68M -$33.1K -549 -0.6%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$5.67M +$138K +2,293 +3%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$5.51M +$182K +3,011 +3%
WFAG
56
Wescott Financial Advisory Group
Pennsylvania
$5.17M -$108K -1,784 -2%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$5.05M +$4.34M +71,837 +608%
Osaic Holdings
58
Osaic Holdings
Arizona
$4.63M -$893K -14,789 -16%
QCM
59
Quantinno Capital Management
New York
$4.48M +$3.92M +65,015 +705%
Ameriprise
60
Ameriprise
Minnesota
$4.42M +$161K +2,664 +4%
AA
61
Addison Advisors
Vermont
$4.33M -$184K -3,043 -4%
KWM
62
Kingsview Wealth Management
Oregon
$4.17M +$60.5K +1,003 +1%
SG
63
StoneX Group
New York
$4.07M +$4.07M +67,407 New
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$3.88M +$2M +33,177 +107%
JWA
65
JFS Wealth Advisors
Pennsylvania
$3.76M +$62.8K +1,040 +2%
LWA
66
LifeGoal Wealth Advisors
New York
$3.63M +$3.63M +60,087 New
WANY
67
Wealthspire Advisors (New York)
New York
$3.45M -$164K -2,711 -5%
AF
68
Allworth Financial
California
$3.2M +$101K +1,611 +3%
DAS
69
Diversify Advisory Services
Utah
$3.15M +$315K +5,250 +11%
Cerity Partners
70
Cerity Partners
New York
$3.06M -$52K -862 -2%
KCM
71
KM Capital Management
Texas
$3.03M +$409K +6,775 +16%
RW
72
RVW Wealth
California
$2.88M -$16.9K -280 -0.6%
AQR Capital Management
73
AQR Capital Management
Connecticut
$2.8M +$779K +12,911 +39%
GC
74
Grimes & Company
Massachusetts
$2.65M -$222K -3,675 -8%
MSWMA
75
Market Street Wealth Management Advisors
Indiana
$2.51M -$232K -3,840 -8%
1 2
3
4 5