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.

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

Top Sellers

1
SFO
1
Stokes Family Office
Louisiana
$23.9M
2
RHP
2
Royal Harbor Partners
Texas
$0
3
SFS
3
Strategic Financial Services
New York
$247M
4
TWM
4
Tolleson Wealth Management
Texas
$115M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
176
Baldwin Wealth Partners
Massachusetts
$20.6K – – –
Comerica Bank
177
Comerica Bank
Texas
$20.4K -$705 -12 -3%
Qube Research & Technologies (QRT)
178
Qube Research & Technologies (QRT)
United Kingdom
$18.8K -$24.2K -411 -56%
BLC
179
Brown, Lisle/Cummings
Rhode Island
$12.3K – – –
US Bancorp
180
US Bancorp
Minnesota
$9.82K – – –
AssetMark Inc
181
AssetMark Inc
California
$6.7K +$3.47K +59 +107%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$5.57K +$5.57K +95 New
IRC
183
Investors Research Corp
Georgia
$5.05K – – –
IA
184
IFP Advisors
Florida
$3.64K – – –
CAS
185
Coppell Advisory Solutions
Texas
$2.87K – – –
MRCM
186
M&R Capital Management
New Jersey
$2.76K – – –
CA
187
Continuum Advisory
Idaho
$1.47K – – –
GTAM
188
Global Trust Asset Management
Florida
$1.47K – – –
SAM
189
Smartleaf Asset Management
Massachusetts
$1.23K – – –
WPA
190
West Paces Advisors
Georgia
$646 +$646 +11 New
RHP
191
Royal Harbor Partners
Texas
– -$7.69M -138,053 Closed
Citadel Advisors
192
Citadel Advisors
Florida
– -$712K -12,777 Closed
Mercer Global Advisors
193
Mercer Global Advisors
Colorado
– -$234K -4,208 Closed
Fisher Asset Management
194
Fisher Asset Management
Washington
– -$230K -4,127 Closed
LFG
195
Larson Financial Group
Missouri
– -$20K -359 Closed
ATPW
196
Ashton Thomas Private Wealth
Arizona
– -$18.5K -332 Closed
IAIM
197
International Assets Investment Management
Florida
– -$9.36K -168 Closed
TCOV
198
Trust Company of Vermont
Vermont
– -$5.12K -92 Closed
SWM
199
Spire Wealth Management
Virginia
– -$1.73K -31 Closed
4 5 6 7
8