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.

New
Increased
Maintained
Reduced
Closed
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 %
VCM
101
Versant Capital Management
Arizona
$782K +$696K +11,539 +811%
TP
102
Tranquility Partners
Tennessee
$761K -$10.1K -168 -1%
RPGK
103
Retirement Planning Group (Kansas)
Kansas
$761K +$218K +3,614 +40%
PAG
104
Private Advisor Group
New Jersey
$759K -$36.1K -599 -5%
AI
105
Atria Investments
North Carolina
$751K – – –
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$735K +$716K +11,866 +3,708%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$640K -$76.9K -1,274 -11%
ALA
108
Atlas Legacy Advisors
California
$634K +$634K +10,503 New
TPWM
109
Twelve Points Wealth Management
Massachusetts
$632K – – –
CW
110
CreativeOne Wealth
Kansas
$620K -$40.8K -676 -6%
MWM
111
Merriman Wealth Management
Washington
$606K -$41.9K -694 -6%
BA
112
Bellwether Advisors
Nebraska
$598K – – –
PFBT
113
Parkside Financial Bank & Trust
Missouri
$547K +$139K +2,300 +34%
TC
114
TAGStone Capital
North Carolina
$531K +$1.81K +30 +0.3%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$516K -$2.96K -49 -0.6%
SCA
116
Snowden Capital Advisors
New York
$496K +$905 +15 +0.2%
CSP
117
Cary Street Partners
Virginia
$490K +$490K +8,118 New
Fidelity Investments
118
Fidelity Investments
Massachusetts
$473K +$145K +2,407 +44%
KAS
119
Kestra Advisory Services
Texas
$440K -$82K -1,359 -16%
P
120
&Partners
Tennessee
$438K +$116K +1,893 +36%
TC
121
TownSquare Capital
Utah
$428K +$428K +7,090 New
PCM
122
Parsons Capital Management
Rhode Island
$404K -$173K -2,864 -30%
EA
123
Ergawealth Advisors
Illinois
$402K -$44.5K -738 -10%
CC
124
Callan Capital
California
$391K +$121 +2 +0%
CAL
125
Capital Advisors Ltd
Ohio
$382K -$140K -2,316 -27%
3 4
5
6 7