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iShares US Equity Factor ETF
LRGF

191 hedge funds and large institutions have $1.88B invested in iShares US Equity Factor ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

10% more funds holding in top 10

Funds holding in top 10: 20 → 22 (+2)

8% more capital invested

Capital invested by funds: $1.74B → $1.88B (+$136M)

2% more funds holding

Funds holding: 188 → 191 (+3)

2% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 66

0.04% more ownership

Funds ownership: 86.67% → 86.71% (+0.04%)

Holders
191
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
2.74%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
13
Increased
67
Reduced
66
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
Affinity Wealth Management
Delaware
+$29.2M
2
KIM
Kestra Investment Management
Texas
+$12.9M
3
AFG
Atomi Financial Group
New York
+$9.47M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$6.69M
5
HHGA
Halbert Hargrove Global Advisors
California
+$3.49M

Top Sellers

Rank Fund Capital Flow
1
SFO
Stokes Family Office
Louisiana
-$9.05M
2
RHP
Royal Harbor Partners
Texas
-$7.69M
3
SFS
Strategic Financial Services
New York
-$5.21M
4
TWM
Tolleson Wealth Management
Texas
-$4.33M
5
Morgan Stanley
Morgan Stanley
New York
-$3.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
126
Savvy Advisors Inc
New York
$320K +$308K +5,447 New
Fidelity Investments
127
Fidelity Investments
Massachusetts
$319K +$151K +2,670 +97%
ACA
128
Aptus Capital Advisors
Alabama
$317K +$113K +2,003 +59%
P
129
&Partners
Tennessee
$310K +$92.2K +1,628 +45%
BTW
130
Boston Trust Walden
Massachusetts
$301K – – –
CTA
131
Colonial Trust Advisors
South Carolina
$294K +$340 +6 +0.1%
NA
132
NewEdge Advisors
Louisiana
$287K +$453 +8 +0.2%
SRCM
133
Signature Resources Capital Management
California
$275K -$373K -6,593 -58%
MCM
134
MAI Capital Management
Ohio
$270K -$14.7K -260 -5%
SPIA
135
Steward Partners Investment Advisory
New York
$266K – – –
JWM
136
JGP Wealth Management
Oregon
$261K +$24.5K +433 +11%
SIC
137
Sterling Investment Counsel
New York
$256K +$247K +4,361 New
BFPW
138
BOK Financial Private Wealth
Colorado
$250K – – –
BTWM
139
Brass Tax Wealth Management
Ohio
$250K – – –
AHC
140
Anderson Hoagland & Co
Missouri
$247K – – –
CM
141
Columbus Macro
Pennsylvania
$243K – – –
KCM
142
Kanawha Capital Management
Virginia
$235K – – –
PCIA
143
Prime Capital Investment Advisors
Kansas
$234K -$849 -15 -0.4%
FPW
144
Flagship Private Wealth
Massachusetts
$230K +$1.08K +19 +0.5%
DJFS
145
Dean Jacobson Financial Services
Texas
$228K – – –
BFG
146
Bouchey Financial Group
New York
$226K – – –
IWM
147
IHT Wealth Management
Illinois
$222K -$4.75K -84 -2%
KFGK
148
Keystone Financial Group (Kentucky)
Kentucky
$201K +$194K +3,424 New
CWC
149
Carolinas Wealth Consulting
North Carolina
$160K +$453 +8 +0.3%
CIR
150
Clear Investment Research
Georgia
$160K -$62.3K -1,100 -29%
4 5
6
7 8

LRGF Hedge Fund Activity: Q3 2024 in Review

191 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q3 2024, worth a combined $1.88B — up 7.8% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new LRGF positions and 9 closed out — a net gain of 4 holders — while 67 added to existing stakes and 66 trimmed.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $29.2M. The largest seller was Stokes Family Office, cutting an estimated $9.05M.

  • 191 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q3 2024, up from 188 in Q2 2024.
  • Funds reported $1.88B of iShares US Equity Factor ETF stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 13 funds opened new iShares US Equity Factor ETF positions in Q3 2024 and 9 closed out, a net change of +4 holders.
  • The largest iShares US Equity Factor ETF buyer in Q3 2024 was Affinity Wealth Management, an estimated $29.2M added.
  • The largest iShares US Equity Factor ETF seller in Q3 2024 was Stokes Family Office, an estimated $9.05M sold.

Based on aggregated 13F filings for Q3 2024.