iShares US Equity Factor ETF
LRGF
148 hedge funds and large institutions have $1.14B invested in iShares US Equity Factor ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 13 closing their positions.
8% more capital invested
Capital invested by funds: $1.06B → $1.14B (+$82.7M)
0% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 13
1% less funds holding
Funds holding: 149 → 148 (-1)
1.25% less ownership
Funds ownership: 85.79% → 84.54% (-1.3%)
10% less funds holding in top 10
Funds holding in top 10: 20 → 18 (-2)
23% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 61
Top Buyers
| 1 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
+$22.8M |
| 2 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
+$14.9M |
| 3 |
Cerity Partners
New York
|
+$6.76M |
| 4 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
+$3.65M |
| 5 |
Citigroup
New York
|
+$3.28M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Prudential Financial
Newark,
New Jersey
| – | -$280K | -6,756 | Closed |
|
|
FPW
152
Flagship Private Wealth
Woburn,
Massachusetts
| – | -$265K | -6,396 | Closed |
|
|
MWP
153
Meredith Wealth Planning
Maryville,
Illinois
| – | -$257K | -6,205 | Closed |
|
|
IA
154
Insight Advisors
Newtown,
Pennsylvania
| – | -$252K | -6,084 | Closed |
|
|
ASN
155
Advisory Services Network
Atlanta,
Georgia
| – | -$112K | -2,711 | Closed |
|
|
TIM
156
Tortoise Investment Management
White Plains,
New York
| – | -$53.7K | -1,296 | Closed |
|
|
NA
157
NewEdge Advisors
New Orleans,
Louisiana
| – | -$43.5K | -1,050 | Closed |
|
|
BAM
158
Belpointe Asset Management
Reno,
Nevada
| – | -$13.2K | -319 | Closed |
|
|
SC
159
SouthState Corp
Winter Haven,
Florida
| – | -$11.7K | -282 | Closed |
|
160
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$8.29K | -200 | Closed |
|
|
BFEC
161
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$2K | -59 | Closed |
|
LRGF Hedge Fund Activity: Q2 2023 in Review
148 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q2 2023, worth a combined $1.14B — up 7.8% from $1.06B a quarter earlier.
Fund positioning in LRGF was balanced in Q2 2023: 13 funds opened new positions, 13 closed out, 47 added to existing stakes and 61 trimmed.
The largest buyer was Ullmann Wealth Partners Group, adding an estimated $22.8M. The largest seller was Strategic Financial Services, cutting an estimated $7.96M.
- 148 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q2 2023, down from 149 in Q1 2023.
- Funds reported $1.14B of iShares US Equity Factor ETF stock for Q2 2023, up 7.8% quarter-over-quarter.
- 13 funds opened new iShares US Equity Factor ETF positions in Q2 2023 and 13 closed out, a net change of 0 holders.
- The largest iShares US Equity Factor ETF buyer in Q2 2023 was Ullmann Wealth Partners Group, an estimated $22.8M added.
- The largest iShares US Equity Factor ETF seller in Q2 2023 was Strategic Financial Services, an estimated $7.96M sold.
Based on aggregated 13F filings for Q2 2023.