iShares US Equity Factor ETF
LRGF
120 hedge funds and large institutions have $915M invested in iShares US Equity Factor ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
15% more capital invested
Capital invested by funds: $798M → $915M (+$117M)
1.83% more ownership
Funds ownership: 76.68% → 78.52% (+1.8%)
5% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 41
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
2% less funds holding
Funds holding: 122 → 120 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$83.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$40.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$21.3M |
| 4 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
+$12.2M |
| 5 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
+$5.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Keebeck Wealth Management
Chicago,
Illinois
|
-$13.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.99M |
| 3 |
SFS
Strategic Financial Services
Utica,
New York
|
-$6.01M |
| 4 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$1.96M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Creative Planning
Overland Park,
Kansas
| – | -$201K | -4,697 | Closed |
|
|
ASN
127
Advisory Services Network
Atlanta,
Georgia
| – | -$66K | -1,552 | Closed |
|
|
KTC
128
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| – | -$42K | -980 | Closed |
|
|
WP
129
WealthShield Partners
Cary,
North Carolina
| – | -$19K | -443 | Closed |
|
LRGF Hedge Fund Activity: Q3 2021 in Review
120 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q3 2021, worth a combined $915M — up 15% from $798M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new LRGF positions and 9 closed out — a net gain of 2 holders — while 43 added to existing stakes and 41 trimmed.
The largest buyer was SigFig Wealth Management, opening a new position worth an estimated $83.2M. The largest seller was Keebeck Wealth Management, exiting entirely with an estimated $13.5M sold.
- 120 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q3 2021, down from 122 in Q2 2021.
- Funds reported $915M of iShares US Equity Factor ETF stock for Q3 2021, up 15% quarter-over-quarter.
- 11 funds opened new iShares US Equity Factor ETF positions in Q3 2021 and 9 closed out, a net change of +2 holders.
- The largest iShares US Equity Factor ETF buyer in Q3 2021 was SigFig Wealth Management, an estimated $83.2M added.
- The largest iShares US Equity Factor ETF seller in Q3 2021 was Keebeck Wealth Management, an estimated $13.5M sold.
Based on aggregated 13F filings for Q3 2021.