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iShares US Equity Factor ETF
LRGF

188 hedge funds and large institutions have $1.74B invested in iShares US Equity Factor ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

13% more capital invested

Capital invested by funds: $1.54B → $1.74B (+$200M)

8% more funds holding

Funds holding: 174 → 188 (+14)

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+1)

0.47% less ownership

Funds ownership: 87.14% → 86.67% (-0.47%)

15% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 67

Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
2.72%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
25
Increased
57
Reduced
67
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HHGA
Halbert Hargrove Global Advisors
California
+$137M
2
AFG
Atomi Financial Group
New York
+$7.35M
3
SEIA
Signature Estate & Investment Advisors
California
+$6.4M
4
AG
AlTi Global
New York
+$5.72M
5
Wells Fargo
Wells Fargo
California
+$3.94M

Top Sellers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
-$30.6M
2
SFO
Stokes Family Office
Louisiana
-$10.8M
3
CBFP
Cedar Brook Financial Partners
Ohio
-$6.57M
4
PFM
Phillips Financial Management
Indiana
-$3.29M
5
CW
CreativeOne Wealth
Kansas
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
126
NewEdge Advisors
Louisiana
$271K +$25.9K +483 +11%
MCM
127
MAI Capital Management
Ohio
$270K – – –
SPIA
128
Steward Partners Investment Advisory
New York
$252K -$913 -17 -0.4%
AHC
129
Anderson Hoagland & Co
Missouri
$238K – – –
BFPW
130
BOK Financial Private Wealth
Colorado
$237K – – –
BTWM
131
Brass Tax Wealth Management
Ohio
$236K – – –
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$234K +$215 +4 +0.1%
CM
133
Columbus Macro
Pennsylvania
$231K +$223K +4,143 New
Fisher Asset Management
134
Fisher Asset Management
Washington
$230K +$222K +4,127 New
JWM
135
JGP Wealth Management
Oregon
$223K +$215K +4,007 New
PCIA
136
Prime Capital Investment Advisors
Kansas
$223K – – –
KCM
137
Kanawha Capital Management
Virginia
$222K – – –
FPW
138
Flagship Private Wealth
Massachusetts
$217K +$54 +1 +0%
DJFS
139
Dean Jacobson Financial Services
Texas
$216K – – –
IWM
140
IHT Wealth Management
Illinois
$215K -$2.69K -50 -1%
BFG
141
Bouchey Financial Group
New York
$214K – – –
CIR
142
Clear Investment Research
Georgia
$213K – – –
P
143
&Partners
Tennessee
$203K +$196K +3,642 New
ACA
144
Aptus Capital Advisors
Alabama
$189K -$6.39K -119 -3%
Fidelity Investments
145
Fidelity Investments
Massachusetts
$154K +$15.4K +287 +12%
CWC
146
Carolinas Wealth Consulting
North Carolina
$152K +$322 +6 +0.2%
EWA
147
EverSource Wealth Advisors
Alabama
$132K -$16.8K -313 -12%
AF
148
Advisornet Financial
Minnesota
$127K +$322 +6 +0.3%
AWM
149
Aspire Wealth Management
Massachusetts
$113K +$54 +1 +0%
GWM
150
Geneos Wealth Management
Colorado
$111K -$5.37K -100 -5%
4 5
6
7 8

LRGF Hedge Fund Activity: Q2 2024 in Review

188 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q2 2024, worth a combined $1.74B — up 13% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new LRGF positions and 9 closed out — a net gain of 16 holders — while 57 added to existing stakes and 67 trimmed.

The largest buyer was Halbert Hargrove Global Advisors, adding an estimated $137M. The largest seller was Integrated Wealth Concepts, cutting an estimated $30.6M.

  • 188 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q2 2024, up from 174 in Q1 2024.
  • Funds reported $1.74B of iShares US Equity Factor ETF stock for Q2 2024, up 13% quarter-over-quarter.
  • 25 funds opened new iShares US Equity Factor ETF positions in Q2 2024 and 9 closed out, a net change of +16 holders.
  • The largest iShares US Equity Factor ETF buyer in Q2 2024 was Halbert Hargrove Global Advisors, an estimated $137M added.
  • The largest iShares US Equity Factor ETF seller in Q2 2024 was Integrated Wealth Concepts, an estimated $30.6M sold.

Based on aggregated 13F filings for Q2 2024.