iShares US Equity Factor ETF
LRGF
154 hedge funds and large institutions have $1.37B invested in iShares US Equity Factor ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 56 reducing their positions, and 14 closing their positions.
21% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 14
16% more capital invested
Capital invested by funds: $1.18B → $1.37B (+$187M)
4% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 56
0.96% more ownership
Funds ownership: 86.8% → 87.76% (+0.96%)
0% more funds holding in top 10
Funds holding in top 10: 18 → 18 (0)
1% less funds holding
Funds holding: 155 → 154 (-1)
Top Buyers
Top Sellers
LRGF Hedge Fund Activity: Q4 2023 in Review
154 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q4 2023, worth a combined $1.37B — up 16% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new LRGF positions and 14 closed out — a net gain of 3 holders — while 58 added to existing stakes and 56 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $25M. The largest seller was Market Street Wealth Management Advisors, cutting an estimated $18.6M.
- 154 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q4 2023, down from 155 in Q3 2023.
- Funds reported $1.37B of iShares US Equity Factor ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 17 funds opened new iShares US Equity Factor ETF positions in Q4 2023 and 14 closed out, a net change of +3 holders.
- The largest iShares US Equity Factor ETF buyer in Q4 2023 was Morgan Stanley, an estimated $25M added.
- The largest iShares US Equity Factor ETF seller in Q4 2023 was Market Street Wealth Management Advisors, an estimated $18.6M sold.
Based on aggregated 13F filings for Q4 2023.