LRGF icon

iShares US Equity Factor ETF
LRGF

Overview Fund Activity

141 hedge funds and large institutions have $846M invested in iShares US Equity Factor ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
–
Holders Change %
0%
% of All Funds
2.38%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.25%
New
15
Increased
40
Reduced
62
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFO
1
Stokes Family Office
Louisiana
$39.5M
2
Ameriprise
2
Ameriprise
Minnesota
$20.5M
3
PPW
3
Pasadena Private Wealth
California
$6.4M
4
SFS
4
Strategic Financial Services
New York
$179M
5
HHGA
5
Halbert Hargrove Global Advisors
California
$8.21M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$22.9M
2
AWM
2
Affinity Wealth Management
Delaware
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$35.8M
4
AWM
4
AE Wealth Management
Kansas
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$379K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
151
Spire Wealth Management
Virginia
– -$105K -2,361 Closed
LAS
152
Lloyd Advisory Services
Georgia
– -$25K -553 Closed
HA
153
Herold Advisors
New York
– -$13.3K -300 Closed
AssetMark Inc
154
AssetMark Inc
California
– -$12K -264 Closed
Optiver Holding
155
Optiver Holding
Netherlands
– -$6K -129 Closed
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
– -$1K -32 Closed
3 4 5 6
7