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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
CTA
151
Colonial Trust Advisors
South Carolina
$234K -$67.9K -1,118 -22%
TSS
152
Two Sigma Securities
New York
$232K +$233K +3,841 New
BFG
153
Bouchey Financial Group
New York
$226K -$6.08K -100 -3%
WF
154
WinCap Financial
Massachusetts
$221K +$222K +3,660 New
IWM
155
IHT Wealth Management
Illinois
$217K -$11.4K -188 -5%
KFGK
156
Keystone Financial Group (Kentucky)
Kentucky
$206K -$607 -10 -0.3%
CWC
157
Carolinas Wealth Consulting
North Carolina
$170K +$5.53K +91 +3%
MAM
158
Morse Asset Management
Connecticut
$161K +$162K +2,664 New
CIR
159
Clear Investment Research
Georgia
$155K -$8.93K -147 -5%
EWA
160
EverSource Wealth Advisors
Alabama
$142K +$364 +6 +0.3%
AF
161
Advisornet Financial
Minnesota
$138K +$486 +8 +0.4%
HWM
162
Hemington Wealth Management
Virginia
$127K – – –
GWM
163
Geneos Wealth Management
Colorado
$101K -$21.1K -348 -17%
PS
164
Principal Securities
Iowa
$94.2K +$94.8K +1,561 New
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$92.3K – – –
CA
166
Clearstead Advisors
Ohio
$92.2K – – –
BC
167
Barrett & Company
Rhode Island
$90.3K – – –
AssetMark Inc
168
AssetMark Inc
California
$89.8K +$83.5K +1,374 +1,205%
William Blair & Company
169
William Blair & Company
Illinois
$71.5K – – –
SS
170
Sunbelt Securities
Texas
$70.5K -$5.65K -93 -7%
OP
171
ORG Partners
Indiana
$46.3K +$61 +1 +0.1%
MG
172
Mather Group
Illinois
$46.2K -$16.9K -278 -27%
BAM
173
Bellevue Asset Management
Washington
$39K -$3.58K -59 -8%
CFGS
174
Concourse Financial Group Securities
Alabama
$37.5K – – –
IF
175
Integrity Financial
Wyoming
$35.7K – – –
5 6
7
8 9

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.