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iShares US Equity Factor ETF
LRGF

148 hedge funds and large institutions have $1.14B invested in iShares US Equity Factor ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.06B → $1.14B (+$82.7M)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 149 → 148 (-1)

1.25% less ownership

Funds ownership: 85.79% → 84.54% (-1.3%)

10% less funds holding in top 10

Funds holding in top 10: 20 → 18 (-2)

23% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 61

Holders
148
Holders Change
-1
Holders Change %
-0.67%
% of All Funds
2.32%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.28%
New
13
Increased
47
Reduced
61
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UWPG
Ullmann Wealth Partners Group
Florida
+$22.8M
2
TWM
Tolleson Wealth Management
Texas
+$14.9M
3
Cerity Partners
Cerity Partners
New York
+$6.76M
4
PL
Plancorp LLC
Missouri
+$3.65M
5
Citigroup
Citigroup
New York
+$3.28M

Top Sellers

1
SFS
Strategic Financial Services
New York
-$7.96M
2
AA
Addison Advisors
Vermont
-$4.05M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.79M
4
PFM
Phillips Financial Management
Indiana
-$2.97M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
126
JFS Wealth Advisors
Pennsylvania
$39K +$36.9K +876 New
TWM
127
Tradition Wealth Management
Minnesota
$36K +$34.1K +809 New
OP
128
ORG Partners
Indiana
$33.6K +$31.7K +752 New
RIA
129
Realta Investment Advisors
Delaware
$31.3K +$29.6K +703 New
S
130
SignatureFD
Georgia
$19.9K +$18.8K +447 New
WWM
131
Wolff Wiese Magana
California
$18.7K – – –
IA
132
IFP Advisors
Florida
$17.9K -$843 -20 -5%
CFGS
133
Concourse Financial Group Securities
Alabama
$17.8K – – –
HWA
134
HHM Wealth Advisors
Tennessee
$17.8K – – –
CFD
135
Creative Financial Designs
Indiana
$17.7K +$16.8K +398 New
BWP
136
Baldwin Wealth Partners
Massachusetts
$15.6K – – –
CT
137
Caldwell Trust
Florida
$14.9K +$14.1K +335 New
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$13.8K – – –
TRCT
139
Tower Research Capital (TRC)
New York
$13.1K -$686K -16,273 -98%
BLC
140
Brown, Lisle/Cummings
Rhode Island
$9.36K – – –
CCA
141
Column Capital Advisors
Indiana
$8.69K – – –
IF
142
Integrity Financial
Wyoming
$6.77K – – –
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$6K -$247K -5,856 -98%
DI
144
Disciplined Investments
Oklahoma
$5.35K +$5.06K +120 New
RWM
145
Ruedi Wealth Management
Illinois
$3.21K -$885 -21 -23%
SWM
146
Spire Wealth Management
Virginia
$1.38K – – –
BHWM
147
Beaird Harris Wealth Management
Texas
$847 – – –
BAAM
148
Baker Avenue Asset Management
California
$579 – – –
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
– -$3.79M -91,411 Closed
Northern Trust
150
Northern Trust
Illinois
– -$558K -13,466 Closed
3 4 5
6
7

LRGF Hedge Fund Activity: Q2 2023 in Review

148 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q2 2023, worth a combined $1.14B — up 7.8% from $1.06B a quarter earlier.

Fund positioning in LRGF was balanced in Q2 2023: 13 funds opened new positions, 13 closed out, 47 added to existing stakes and 61 trimmed.

The largest buyer was Ullmann Wealth Partners Group, adding an estimated $22.8M. The largest seller was Strategic Financial Services, cutting an estimated $7.96M.

  • 148 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q2 2023, down from 149 in Q1 2023.
  • Funds reported $1.14B of iShares US Equity Factor ETF stock for Q2 2023, up 7.8% quarter-over-quarter.
  • 13 funds opened new iShares US Equity Factor ETF positions in Q2 2023 and 13 closed out, a net change of 0 holders.
  • The largest iShares US Equity Factor ETF buyer in Q2 2023 was Ullmann Wealth Partners Group, an estimated $22.8M added.
  • The largest iShares US Equity Factor ETF seller in Q2 2023 was Strategic Financial Services, an estimated $7.96M sold.

Based on aggregated 13F filings for Q2 2023.