iShares US Equity Factor ETF
LRGF
141 hedge funds and large institutions have $1.01B invested in iShares US Equity Factor ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 8 closing their positions.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
6% more funds holding
Funds holding: 133 → 141 (+8)
2.46% more ownership
Funds ownership: 79.75% → 82.21% (+2.5%)
1% less capital invested
Capital invested by funds: $1.02B → $1.01B (-$9.49M)
2% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
+$23.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$8.62M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.37M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$8.33M |
| 5 |
SFS
Strategic Financial Services
Utica,
New York
|
+$7.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$20.3M |
| 2 |
Morgan Stanley
New York
|
-$3.68M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$3.16M |
| 4 |
Citigroup
New York
|
-$2.82M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$2.55M |
LRGF Hedge Fund Activity: Q1 2022 in Review
141 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q1 2022, worth a combined $1.01B — down 0.93% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new LRGF positions and 8 closed out — a net gain of 9 holders — while 48 added to existing stakes and 49 trimmed.
The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $23.2M. The largest seller was Goldman Sachs, cutting an estimated $20.3M.
- 141 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q1 2022, up from 133 in Q4 2021.
- Funds reported $1.01B of iShares US Equity Factor ETF stock for Q1 2022, down 0.93% quarter-over-quarter.
- 17 funds opened new iShares US Equity Factor ETF positions in Q1 2022 and 8 closed out, a net change of +9 holders.
- The largest iShares US Equity Factor ETF buyer in Q1 2022 was Affinity Wealth Management, an estimated $23.2M added.
- The largest iShares US Equity Factor ETF seller in Q1 2022 was Goldman Sachs, an estimated $20.3M sold.
Based on aggregated 13F filings for Q1 2022.