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iShares US Equity Factor ETF
LRGF

133 hedge funds and large institutions have $1.02B invested in iShares US Equity Factor ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

12% more capital invested

Capital invested by funds: $915M → $1.02B (+$106M)

11% more funds holding

Funds holding: 120 → 133 (+13)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

1.24% more ownership

Funds ownership: 78.52% → 79.75% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 45

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
2.05%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
26
Increased
46
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PL
Plancorp LLC
Missouri
+$5.95M
2
Bank of America
Bank of America
North Carolina
+$3.65M
3
SWM
SigFig Wealth Management
California
+$3.18M
4
FAAM
First Ascent Asset Management
Colorado
+$2.85M
5
Wells Fargo
Wells Fargo
California
+$2.29M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$4.34M
2
TC
Trilogy Capital
California
-$4.33M
3
CG
Colony Group
Massachusetts
-$3.85M
4
AF
Allworth Financial
California
-$3.45M
5
Goldman Sachs
Goldman Sachs
New York
-$3.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
101
Jane Street
New York
$237K -$506K -11,311 -69%
IWA
102
Intercontinental Wealth Advisors
Texas
$232K – – –
Renaissance Technologies
103
Renaissance Technologies
New York
$228K -$107K -2,400 -33%
CC
104
Cypress Capital
Tennessee
$228K +$219K +4,892 New
Creative Planning
105
Creative Planning
Kansas
$223K +$214K +4,784 New
LNC
106
Lincoln National Corp
Pennsylvania
$222K +$213K +4,763 New
SPIA
107
Steward Partners Investment Advisory
New York
$199K +$3.67K +82 +2%
CIR
108
Clear Investment Research
Georgia
$197K – – –
CFGS
109
Concourse Financial Group Securities
Alabama
$170K – – –
GLLW
110
Graves Light Lenhart Wealth
Virginia
$151K – – –
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$116K +$112K +2,500 New
TFS
112
TrustCore Financial Services
Tennessee
$105K – – –
AF
113
Advisornet Financial
Minnesota
$102K -$148K -3,314 -60%
FHA
114
First Horizon Advisors
Tennessee
$97K +$93.4K +2,088 New
AWM
115
Aspire Wealth Management
Massachusetts
$94K +$89.9K +2,010 New
MA
116
MUFG Americas
New York
$68K – – –
CA
117
Clearstead Advisors
Ohio
$62K +$59.9K +1,338 New
PFGIA
118
Patriot Financial Group Insurance Agency
Massachusetts
$61K – – –
William Blair & Company
119
William Blair & Company
Illinois
$55K – – –
CCP
120
Clarkston Capital Partners
Michigan
$34K +$16.6K +372 +107%
IF
121
Integrity Financial
Wyoming
$34K +$32.9K +736 New
JWBC
122
John W. Brooker & Co
California
$31K +$224 +5 +0.8%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$28K -$1.48K -33 -5%
IA
124
IFP Advisors
Florida
$26K +$895 +20 +4%
HWA
125
HHM Wealth Advisors
Tennessee
$19K – – –
2 3 4
5
6

LRGF Hedge Fund Activity: Q4 2021 in Review

133 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q4 2021, worth a combined $1.02B — up 12% from $915M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LRGF positions and 12 closed out — a net gain of 14 holders — while 46 added to existing stakes and 45 trimmed.

The largest buyer was Plancorp LLC, adding an estimated $5.95M. The largest seller was Cerity Partners, cutting an estimated $4.34M.

  • 133 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q4 2021, up from 120 in Q3 2021.
  • Funds reported $1.02B of iShares US Equity Factor ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 26 funds opened new iShares US Equity Factor ETF positions in Q4 2021 and 12 closed out, a net change of +14 holders.
  • The largest iShares US Equity Factor ETF buyer in Q4 2021 was Plancorp LLC, an estimated $5.95M added.
  • The largest iShares US Equity Factor ETF seller in Q4 2021 was Cerity Partners, an estimated $4.34M sold.

Based on aggregated 13F filings for Q4 2021.