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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
AT
176
Avalon Trust
New Mexico
$35K – – –
OSAM
177
O'Shaughnessy Asset Management
Connecticut
$30.2K – – –
SAM
178
Synergy Asset Management
Washington
$29.4K +$30.4K +500 New
CFD
179
Creative Financial Designs
Indiana
$28.8K – – –
GWANC
180
Guardian Wealth Advisors (North Carolina)
North Carolina
$27.3K +$27.5K +452 New
WWM
181
Wolff Wiese Magana
California
$25.3K – – –
AIP
182
Alexis Investment Partners
Texas
$22.1K +$22.2K +366 New
TSMHT
183
Thurston Springer Miller Herd & Titak
Indiana
$21.9K – – –
RWM
184
Rialto Wealth Management
New York
$21.7K +$21.8K +359 New
BBHC
185
Brown Brothers Harriman & Co
New York
$20.6K +$20.8K +342 New
CT
186
Caldwell Trust
Florida
$20.2K – – –
AWM
187
AE Wealth Management
Kansas
$19.9K +$20K +329 New
HBW
188
Hazlett, Burt & Watson
West Virginia
$19K +$19.4K +319 New
Comerica Bank
189
Comerica Bank
Texas
$15.9K -$5.04K -83 -24%
BLC
190
Brown, Lisle/Cummings
Rhode Island
$12.7K – – –
US Bancorp
191
US Bancorp
Minnesota
$10.1K – – –
BOJHT
192
Bank of Jackson Hole Trust
Wyoming
$9.84K +$9.9K +163 New
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$5.73K – – –
RIA
194
Realta Investment Advisors
Delaware
$5.57K -$16.5K -271 -75%
IRC
195
Investors Research Corp
Georgia
$5.19K – – –
IA
196
IFP Advisors
Florida
$3.74K – – –
VHAM
197
Van Hulzen Asset Management
California
$3.02K +$3.04K +50 New
CAS
198
Coppell Advisory Solutions
Texas
$2.97K – – –
SFC
199
SYM Financial Corp
Indiana
$2.29K +$2.31K +38 New
CA
200
Continuum Advisory
Idaho
$1.45K – – –
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.