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iShares US Equity Factor ETF
LRGF

204 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.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.88B → $2.02B (+$144M)

7% more funds holding

Funds holding: 191 → 204 (+13)

1.46% more ownership

Funds ownership: 86.71% → 88.17% (+1.5%)

6% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 66

0% more funds holding in top 10

Funds holding in top 10: 22 → 22 (0)

Holders
204
Holders Change
+13
Holders Change %
+6.81%
% of All Funds
2.69%
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

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$51.7M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$22.9M
3
Morgan Stanley
Morgan Stanley
New York
+$9.93M
4
AFG
Atomi Financial Group
New York
+$8.37M
5
HHGA
Halbert Hargrove Global Advisors
California
+$4.83M

Top Sellers

Rank Fund Capital Flow
1
SFS
Strategic Financial Services
New York
-$31.2M
2
TWM
Tolleson Wealth Management
Texas
-$6.99M
3
PFM
Phillips Financial Management
Indiana
-$5.01M
4
SFO
Stokes Family Office
Louisiana
-$3.32M
5
HighTower Advisors
HighTower Advisors
Illinois
-$3.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
76
Physician Wealth Advisors
Utah
$2.43M +$70K +1,152 +3%
HGA
77
Hobbs Group Advisors
South Carolina
$2.3M -$289K -4,763 -11%
UBS Group
78
UBS Group
Switzerland
$2.3M -$378K -6,221 -14%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$2.06M -$33.8K -557 -2%
RF
80
RHS Financial
California
$1.84M +$270K +4,451 +17%
GA
81
GSG Advisors
New Jersey
$1.78M +$2.13K +35 +0.1%
HFA
82
Hershey Financial Advisers
Pennsylvania
$1.68M +$1.69M +27,866 New
MA
83
MONECO Advisors
Connecticut
$1.65M +$10.9K +179 +0.7%
SSWM
84
Smith Salley Wealth Management
North Carolina
$1.56M – – –
Renaissance Technologies
85
Renaissance Technologies
New York
$1.45M +$620K +10,200 +73%
FFA
86
First Foundation Advisors
California
$1.43M – – –
Betterment LLC
87
Betterment LLC
New York
$1.4M +$1.41M +23,171 New
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$1.36M +$12.4K +204 +0.9%
Stifel Financial
89
Stifel Financial
Missouri
$1.34M +$277K +4,568 +26%
NA
90
NewEdge Advisors
Louisiana
$1.29M +$1M +16,532 +339%
Creative Planning
91
Creative Planning
Kansas
$1.27M +$64.3K +1,059 +5%
GAG
92
Goodman Advisory Group
Massachusetts
$1.26M -$121K -1,987 -9%
PIFP
93
Partners in Financial Planning
Virginia
$1.24M -$105K -1,732 -8%
WC
94
Weil Company
California
$1.13M +$144K +2,363 +14%
MCA
95
Magnolia Capital Advisors
Mississippi
$1.11M +$348K +5,732 +45%
CC
96
Commons Capital
Massachusetts
$1.07M +$1.08M +17,743 New
PS
97
Planned Solutions
California
$1.05M -$36.8K -606 -3%
ASN
98
Advisory Services Network
Georgia
$1.01M -$5.1K -84 -0.5%
KWM
99
Kaydan Wealth Management
Michigan
$893K -$72.7K -1,197 -7%
QPWM
100
Quadrant Private Wealth Management
Pennsylvania
$811K +$20.2K +333 +3%
2 3
4
5 6

LRGF Hedge Fund Activity: Q4 2024 in Review

204 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q4 2024, worth a combined $2.02B — up 7.7% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new LRGF positions and 12 closed out — a net gain of 17 holders — while 70 added to existing stakes and 66 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $51.7M. The largest seller was Strategic Financial Services, cutting an estimated $31.2M.

  • 204 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q4 2024, up from 191 in Q3 2024.
  • Funds reported $2.02B of iShares US Equity Factor ETF stock for Q4 2024, up 7.7% quarter-over-quarter.
  • 29 funds opened new iShares US Equity Factor ETF positions in Q4 2024 and 12 closed out, a net change of +17 holders.
  • The largest iShares US Equity Factor ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $51.7M added.
  • The largest iShares US Equity Factor ETF seller in Q4 2024 was Strategic Financial Services, an estimated $31.2M sold.

Based on aggregated 13F filings for Q4 2024.