LRGF icon

iShares US Equity Factor ETF
LRGF

Overview Fund Activity

203 hedge funds and large institutions have $2.02B invested in iShares US Equity Factor ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+13
Holders Change %
+6.84%
% of All Funds
2.7%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
29
Increased
70
Reduced
66
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$91.4M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$66.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$40.4M
4
AFG
4
Atomi Financial Group
New York
$37.4M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$202M

Top Sellers

1
SFS
1
Strategic Financial Services
New York
$222M
2
TWM
2
Tolleson Wealth Management
Texas
$111M
3
PFM
3
Phillips Financial Management
Indiana
$25.2M
4
SFO
4
Stokes Family Office
Louisiana
$21.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
126
Equitable Holdings
New York
$380K +$32.8K +544 +9%
BSSFA
127
Baron Silver Stevens Financial Advisors
Florida
$374K – – –
MSA
128
Marino Stram & Associates
Massachusetts
$372K +$34.2K +567 +10%
MFG
129
Merit Financial Group
Georgia
$349K +$1.21K +20 +0.3%
Northern Trust
130
Northern Trust
Illinois
$343K – – –
LNB
131
Ledyard National Bank
$341K -$4.59K -76 -1%
NP
132
NorthRock Partners
Minnesota
$339K – – –
CAL
133
Capital Analysts LLC
Pennsylvania
$337K – – –
SAI
134
Savvy Advisors Inc
New York
$329K – – –
Envestnet Portfolio Solutions
135
Envestnet Portfolio Solutions
Illinois
$322K -$20.8K -345 -6%
MCC
136
Money Concepts Capital
Florida
$318K -$280K -4,639 -47%
MGIA
137
Moneta Group Investment Advisors
Missouri
$318K +$318K +5,266 New
BTW
138
Boston Trust Walden
Massachusetts
$309K – – –
LKBC
139
L.K. Benson & Company
Maryland
$298K +$298K +4,946 New
JWM
140
JGP Wealth Management
Oregon
$283K +$15.5K +256 +6%
SRCM
141
Signature Resources Capital Management
California
$283K – – –
MCM
142
MAI Capital Management
Ohio
$280K +$2.72K +45 +1%
SPIA
143
Steward Partners Investment Advisory
New York
$273K – – –
FPW
144
Flagship Private Wealth
Massachusetts
$261K +$24.4K +405 +10%
AHC
145
Anderson Hoagland & Co
Missouri
$260K – – –
BFPW
146
BOK Financial Private Wealth
Colorado
$257K – – –
BTWM
147
Brass Tax Wealth Management
Ohio
$256K – – –
PCIA
148
Prime Capital Investment Advisors
Kansas
$250K +$9.84K +163 +4%
ACA
149
Aptus Capital Advisors
Alabama
$250K -$76K -1,260 -23%
KCM
150
Kanawha Capital Management
Virginia
$241K – – –
4 5
6
7 8