LRGF icon

iShares US Equity Factor ETF
LRGF

Overview Fund Activity

190 hedge funds and large institutions have $1.88B invested in iShares US Equity Factor ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
2.75%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
13
Increased
67
Reduced
66
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Affinity Wealth Management
Delaware
$30.4M
2
KIM
Kestra Investment Management
Texas
$22M
3
AFG
Atomi Financial Group
New York
$28.4M
4
IWC
Integrated Wealth Concepts
Massachusetts
$43M
5
HHGA
Halbert Hargrove Global Advisors
California
$192M

Top Sellers

1
SFO
Stokes Family Office
Louisiana
$23.9M
2
RHP
Royal Harbor Partners
Texas
$0
3
SFS
Strategic Financial Services
New York
$247M
4
TWM
Tolleson Wealth Management
Texas
$115M
5
Morgan Stanley
Morgan Stanley
New York
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
151
EverSource Wealth Advisors
Alabama
$138K +$411 +7 +0.3%
AF
152
Advisornet Financial
Minnesota
$134K +$529 +9 +0.4%
HWM
153
Hemington Wealth Management
Virginia
$123K +$123K +2,117 New
AWM
154
Aspire Wealth Management
Massachusetts
$120K +$118 +2 +0.1%
GWM
155
Geneos Wealth Management
Colorado
$119K +$1.7K +29 +1%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$89.9K – – –
CA
157
Clearstead Advisors
Ohio
$89.7K – – –
BC
158
Barrett & Company
Rhode Island
$87.9K – – –
VCM
159
Versant Capital Management
Arizona
$83.6K +$83.6K +1,423 New
SS
160
Sunbelt Securities
Texas
$73.9K -$1.12K -19 -1%
William Blair & Company
161
William Blair & Company
Illinois
$69.6K – – –
MG
162
Mather Group
Illinois
$61.3K -$45.4K -773 -43%
OP
163
ORG Partners
Indiana
$45.1K +$59 +1 +0.1%
BAM
164
Bellevue Asset Management
Washington
$41.4K +$59 +1 +0.1%
CT
165
Colonial Trust
South Carolina
$35.3K – – –
CFGS
166
Concourse Financial Group Securities
Alabama
$35.2K – – –
IF
167
Integrity Financial
Wyoming
$34.7K – – –
AT
168
Avalon Trust
New Mexico
$34.1K – – –
OSAM
169
O'Shaughnessy Asset Management
Connecticut
$30.1K +$30.1K +500 New
CPBTD
170
Central Pacific Bank - Trust Division
Hawaii
$28.3K – – –
CFD
171
Creative Financial Designs
Indiana
$28K -$2.82K -48 -9%
TRCT
172
Tower Research Capital (TRC)
New York
$26.4K +$22.9K +390 +661%
WWM
173
Wolff Wiese Magana
California
$24.7K – – –
RIA
174
Realta Investment Advisors
Delaware
$21.8K -$20.8K -345 -49%
TSMHT
175
Thurston Springer Miller Herd & Titak
Indiana
$21.3K +$59 +1 +0.3%
4 5 6
7
8