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iShares US Equity Factor ETF
LRGF

204 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

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.88B → $2.02B (+$144M)

7% more funds holding

Funds holding: 191 → 204 (+13)

1.46% more ownership

Funds ownership: 86.71% → 88.17% (+1.5%)

6% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 66

0% more funds holding in top 10

Funds holding in top 10: 22 → 22 (0)

Holders
204
Holders Change
+13
Holders Change %
+6.81%
% of All Funds
2.69%
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

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$51.7M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$22.9M
3
Morgan Stanley
Morgan Stanley
New York
+$9.93M
4
AFG
Atomi Financial Group
New York
+$8.37M
5
HHGA
Halbert Hargrove Global Advisors
California
+$4.83M

Top Sellers

Rank Fund Capital Flow
1
SFS
Strategic Financial Services
New York
-$31.2M
2
TWM
Tolleson Wealth Management
Texas
-$6.99M
3
PFM
Phillips Financial Management
Indiana
-$5.01M
4
SFO
Stokes Family Office
Louisiana
-$3.32M
5
HighTower Advisors
HighTower Advisors
Illinois
-$3.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
126
Equitable Holdings
New York
$380K +$33K +544 +9%
BSSFA
127
Baron Silver Stevens Financial Advisors
Florida
$374K – – –
MSA
128
Marino Stram & Associates
Massachusetts
$372K +$34.4K +567 +10%
MFG
129
Merit Financial Group
Georgia
$349K +$1.22K +20 +0.3%
Northern Trust
130
Northern Trust
Illinois
$343K – – –
LNB
131
Ledyard National Bank
$341K -$4.62K -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 -$21K -345 -6%
MCC
136
Money Concepts Capital
Florida
$318K -$282K -4,639 -47%
MGIA
137
Moneta Group Investment Advisors
Missouri
$318K +$320K +5,266 New
BTW
138
Boston Trust Walden
Massachusetts
$309K – – –
LKBC
139
L.K. Benson & Company
Maryland
$298K +$300K +4,946 New
JWM
140
JGP Wealth Management
Oregon
$283K +$15.6K +256 +6%
SRCM
141
Signature Resources Capital Management
California
$283K – – –
MCM
142
MAI Capital Management
Ohio
$280K +$2.73K +45 +1%
SPIA
143
Steward Partners Investment Advisory
New York
$273K – – –
FPW
144
Flagship Private Wealth
Massachusetts
$261K +$24.6K +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 +$9.9K +163 +4%
ACA
149
Aptus Capital Advisors
Alabama
$250K -$76.5K -1,260 -23%
KCM
150
Kanawha Capital Management
Virginia
$241K – – –
4 5
6
7 8

LRGF Hedge Fund Activity: Q4 2024 in Review

204 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q4 2024, worth a combined $2.02B — up 7.7% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new LRGF positions and 12 closed out — a net gain of 17 holders — while 70 added to existing stakes and 66 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $51.7M. The largest seller was Strategic Financial Services, cutting an estimated $31.2M.

  • 204 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q4 2024, up from 191 in Q3 2024.
  • Funds reported $2.02B of iShares US Equity Factor ETF stock for Q4 2024, up 7.7% quarter-over-quarter.
  • 29 funds opened new iShares US Equity Factor ETF positions in Q4 2024 and 12 closed out, a net change of +17 holders.
  • The largest iShares US Equity Factor ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $51.7M added.
  • The largest iShares US Equity Factor ETF seller in Q4 2024 was Strategic Financial Services, an estimated $31.2M sold.

Based on aggregated 13F filings for Q4 2024.