iShares US Equity Factor ETF
LRGF
191 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.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
10% more funds holding in top 10
Funds holding in top 10: 20 → 22 (+2)
8% more capital invested
Capital invested by funds: $1.74B → $1.88B (+$136M)
2% more funds holding
Funds holding: 188 → 191 (+3)
2% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 66
0.04% more ownership
Funds ownership: 86.67% → 86.71% (+0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
+$29.2M |
| 2 |
KIM
Kestra Investment Management
Austin,
Texas
|
+$12.9M |
| 3 |
AFG
Atomi Financial Group
New York
|
+$9.47M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$6.69M |
| 5 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$3.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
-$9.05M |
| 2 |
RHP
Royal Harbor Partners
Houston,
Texas
|
-$7.69M |
| 3 |
SFS
Strategic Financial Services
Utica,
New York
|
-$5.21M |
| 4 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
-$4.33M |
| 5 |
Morgan Stanley
New York
|
-$3.87M |
LRGF Hedge Fund Activity: Q3 2024 in Review
191 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q3 2024, worth a combined $1.88B — up 7.8% from $1.74B a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new LRGF positions and 9 closed out — a net gain of 4 holders — while 67 added to existing stakes and 66 trimmed.
The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $29.2M. The largest seller was Stokes Family Office, cutting an estimated $9.05M.
- 191 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q3 2024, up from 188 in Q2 2024.
- Funds reported $1.88B of iShares US Equity Factor ETF stock for Q3 2024, up 7.8% quarter-over-quarter.
- 13 funds opened new iShares US Equity Factor ETF positions in Q3 2024 and 9 closed out, a net change of +4 holders.
- The largest iShares US Equity Factor ETF buyer in Q3 2024 was Affinity Wealth Management, an estimated $29.2M added.
- The largest iShares US Equity Factor ETF seller in Q3 2024 was Stokes Family Office, an estimated $9.05M sold.
Based on aggregated 13F filings for Q3 2024.