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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
BLC
126
Brown, Lisle/Cummings
Rhode Island
$9.78K +$9.39K +210 New
CCA
127
Column Capital Advisors
Indiana
$9K – – –
APA
128
American Portfolios Advisors
New York
$6.98K – – –
Optiver Holding
129
Optiver Holding
Netherlands
$6K +$5.77K +129 New
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$1K – – –
VNA
131
Valley National Advisers
Pennsylvania
$1K – – –
AssetMark Inc
132
AssetMark Inc
California
$1K +$1.25K +28 New
TC
133
Trilogy Capital
California
– -$4.33M -102,724 Closed
Barclays
134
Barclays
United Kingdom
– -$3.05M -72,461 Closed
SAM
135
Silvercrest Asset Management
New York
– -$721K -17,119 Closed
JFGLC
136
Johnson Financial Group LLC (Colorado)
Colorado
– -$547K -13,000 Closed
Fiera Capital (Canada)
137
Fiera Capital (Canada)
Quebec, Canada
– -$398K -9,450 Closed
SS
138
Sunbelt Securities
Texas
– -$260K -6,084 Closed
BWA
139
Beam Wealth Advisors
Louisiana
– -$245K -5,813 Closed
CA
140
Crumly & Associates
Illinois
– -$227K -5,384 Closed
PCA
141
Pallas Capital Advisors
Massachusetts
– -$206K -4,566 Closed
HI
142
Harbour Investments
Wisconsin
– -$97.6K -2,182 -100%
LFG
143
Larson Financial Group
Missouri
– -$30K -712 Closed
HA
144
Herold Advisors
New York
– -$12K -300 Closed
EWM
145
Evermay Wealth Management
Virginia
– -$9K -225 Closed
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.