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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$137M |
| 2 |
AFG
Atomi Financial Group
New York
|
+$7.35M |
| 3 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$6.4M |
| 4 |
AG
AlTi Global
New York
|
+$5.72M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$30.6M |
| 2 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
-$10.8M |
| 3 |
CBFP
Cedar Brook Financial Partners
Cleveland,
Ohio
|
-$6.57M |
| 4 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
-$3.29M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.87M |
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.