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iShares US Equity Factor ETF

158 hedge funds and large institutions have $1B invested in iShares US Equity Factor ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

22% more capital invested

Capital invested by funds: $819M → $1B (+$182M)

7% more funds holding

Funds holding: 148158 (+10)

3.42% more ownership

Funds ownership: 82.73%86.15% (+3.4%)

9% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 55

Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
2.54%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
25
Increased
50
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BLC
151
Brown, Lisle/Cummings
Rhode Island
$8.19K
CCA
152
Column Capital Advisors
Indiana
$7.61K
IF
153
Integrity Financial
Wyoming
$5.93K
HIA
154
Harbor Investment Advisory
Maryland
$3.63K
RWM
155
Ruedi Wealth Management
Illinois
$3.31K +$3.33K +85 New
BFEC
156
Benjamin F. Edwards & Company
Missouri
$2K
PAG
157
Private Advisor Group
New Jersey
$522 +$2.35K +60 +0.5%
NA
158
NewEdge Advisors
Louisiana
$41 +$41.1K +1,050 New
WSTAM
159
Wilbanks Smith & Thomas Asset Management
Virginia
-$9.47M -261,467 Closed
AI
160
Atria Investments
North Carolina
-$4.86M -134,075 Closed
AWS
161
Atria Wealth Solutions
New York
-$297K -8,196 Closed
EH
162
Equitable Holdings
New York
-$285K -7,857 Closed
WWM
163
Western Wealth Management
Colorado
-$222K -6,116 Closed
UB
164
UMB Bank
Missouri
-$187K -5,156 Closed
MA
165
MUFG Americas
New York
-$63K -1,740 Closed
JWBC
166
John W. Brooker & Co
California
-$24K -667 Closed
HS
167
Horan Securities
United States
-$6K -169 Closed
RCM
168
Raleigh Capital Management
North Carolina
-$2K -66 Closed
CIAS
169
Capital Investment Advisory Services
North Carolina
-$2K -56 Closed

LRGF Hedge Fund Activity: Q4 2022 in Review

158 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q4 2022, worth a combined $1B — up 22% from $819M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new LRGF positions and 11 closed out — a net gain of 14 holders — while 50 added to existing stakes and 55 trimmed.

The largest buyer was Pettinga Financial Advisors, opening a new position worth an estimated $33.9M. The largest seller was First Ascent Asset Management, cutting an estimated $16.2M.

  • 158 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q4 2022, up from 148 in Q3 2022.
  • Funds reported $1B of iShares US Equity Factor ETF stock for Q4 2022, up 22% quarter-over-quarter.
  • 25 funds opened new iShares US Equity Factor ETF positions in Q4 2022 and 11 closed out, a net change of +14 holders.
  • The largest iShares US Equity Factor ETF buyer in Q4 2022 was Pettinga Financial Advisors, an estimated $33.9M added.
  • The largest iShares US Equity Factor ETF seller in Q4 2022 was First Ascent Asset Management, an estimated $16.2M sold.

Based on aggregated 13F filings for Q4 2022.