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iShares US Equity Factor ETF
LRGF

188 hedge funds and large institutions have $1.74B invested in iShares US Equity Factor ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

13% more capital invested

Capital invested by funds: $1.54B → $1.74B (+$200M)

8% more funds holding

Funds holding: 174 → 188 (+14)

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+1)

0.47% less ownership

Funds ownership: 87.14% → 86.67% (-0.47%)

15% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 67

Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
2.72%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
25
Increased
57
Reduced
67
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HHGA
Halbert Hargrove Global Advisors
California
+$137M
2
AFG
Atomi Financial Group
New York
+$7.35M
3
SEIA
Signature Estate & Investment Advisors
California
+$6.4M
4
AG
AlTi Global
New York
+$5.72M
5
Wells Fargo
Wells Fargo
California
+$3.94M

Top Sellers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
-$30.6M
2
SFO
Stokes Family Office
Louisiana
-$10.8M
3
CBFP
Cedar Brook Financial Partners
Ohio
-$6.57M
4
PFM
Phillips Financial Management
Indiana
-$3.29M
5
CW
CreativeOne Wealth
Kansas
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$9.3K – – –
HFA
177
Hershey Financial Advisers
Pennsylvania
$8.63K +$8.32K +155 New
TCOV
178
Trust Company of Vermont
Vermont
$5.12K +$4.94K +92 New
IRC
179
Investors Research Corp
Georgia
$4.79K – – –
IA
180
IFP Advisors
Florida
$3.45K – – –
TRCT
181
Tower Research Capital (TRC)
New York
$3.29K -$252K -4,696 -99%
AssetMark Inc
182
AssetMark Inc
California
$3.06K +$1.07K +20 +57%
CAS
183
Coppell Advisory Solutions
Texas
$2.73K +$2.63K +49 New
MRCM
184
M&R Capital Management
New Jersey
$2.62K – – –
SWM
185
Spire Wealth Management
Virginia
$1.73K – – –
GTAM
186
Global Trust Asset Management
Florida
$1.39K – – –
CA
187
Continuum Advisory
Idaho
$1.34K – – –
SAM
188
Smartleaf Asset Management
Massachusetts
$1.17K – – –
CBFP
189
Cedar Brook Financial Partners
Ohio
– -$6.57M -122,073 Closed
SOS
190
Silver Oak Securities
Tennessee
– -$996K -18,503 Closed
GM
191
GeoWealth Management
Illinois
– -$889K -16,530 Closed
LNC
192
Lincoln National Corp
Pennsylvania
– -$604K -11,224 Closed
Jane Street
193
Jane Street
New York
– -$455K -8,452 Closed
WA
194
Waverly Advisors
Alabama
– -$104K -1,932 Closed
WIC
195
Woodmont Investment Counsel
Tennessee
– -$53.8K -1,000 Closed
PCM
196
Penserra Capital Management
California
– -$7K -144 Closed
DJSG
197
D.J. St. Germain
Massachusetts
– -$4.36K -81 Closed
4 5 6 7
8

LRGF Hedge Fund Activity: Q2 2024 in Review

188 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q2 2024, worth a combined $1.74B — up 13% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new LRGF positions and 9 closed out — a net gain of 16 holders — while 57 added to existing stakes and 67 trimmed.

The largest buyer was Halbert Hargrove Global Advisors, adding an estimated $137M. The largest seller was Integrated Wealth Concepts, cutting an estimated $30.6M.

  • 188 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q2 2024, up from 174 in Q1 2024.
  • Funds reported $1.74B of iShares US Equity Factor ETF stock for Q2 2024, up 13% quarter-over-quarter.
  • 25 funds opened new iShares US Equity Factor ETF positions in Q2 2024 and 9 closed out, a net change of +16 holders.
  • The largest iShares US Equity Factor ETF buyer in Q2 2024 was Halbert Hargrove Global Advisors, an estimated $137M added.
  • The largest iShares US Equity Factor ETF seller in Q2 2024 was Integrated Wealth Concepts, an estimated $30.6M sold.

Based on aggregated 13F filings for Q2 2024.