iShares US Equity Factor ETF
LRGF
122 hedge funds and large institutions have $798M invested in iShares US Equity Factor ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 36 reducing their positions, and 11 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 36
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
5% more capital invested
Capital invested by funds: $763M → $798M (+$35.5M)
0% more funds holding
Funds holding: 122 → 122 (0)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
0.98% less ownership
Funds ownership: 77.67% → 76.68% (-0.98%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
+$12.4M |
| 2 |
Morgan Stanley
New York
|
+$4M |
| 3 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
+$3.66M |
| 4 |
CBFP
Cedar Brook Financial Partners
Cleveland,
Ohio
|
+$3.27M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WANY
Wealthspire Advisors (New York)
New York
|
-$5.34M |
| 2 |
KWM
Keebeck Wealth Management
Chicago,
Illinois
|
-$3.66M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
-$3.64M |
| 4 |
BWCS
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
-$2.26M |
| 5 |
CG
Colony Group
Boston,
Massachusetts
|
-$1.96M |
LRGF Hedge Fund Activity: Q2 2021 in Review
122 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q2 2021, worth a combined $798M — up 4.7% from $763M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new LRGF positions and 11 closed out — a net gain of 3 holders — while 49 added to existing stakes and 36 trimmed.
The largest buyer was Phillips Financial Management, adding an estimated $12.4M. The largest seller was Wealthspire Advisors (New York), exiting entirely with an estimated $5.34M sold.
- 122 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $798M of iShares US Equity Factor ETF stock for Q2 2021, up 4.7% quarter-over-quarter.
- 14 funds opened new iShares US Equity Factor ETF positions in Q2 2021 and 11 closed out, a net change of +3 holders.
- The largest iShares US Equity Factor ETF buyer in Q2 2021 was Phillips Financial Management, an estimated $12.4M added.
- The largest iShares US Equity Factor ETF seller in Q2 2021 was Wealthspire Advisors (New York), an estimated $5.34M sold.
Based on aggregated 13F filings for Q2 2021.