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iShares US Equity Factor ETF
LRGF

133 hedge funds and large institutions have $1.02B invested in iShares US Equity Factor ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

12% more capital invested

Capital invested by funds: $915M → $1.02B (+$106M)

11% more funds holding

Funds holding: 120 → 133 (+13)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

1.24% more ownership

Funds ownership: 78.52% → 79.75% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 45

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
2.05%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
26
Increased
46
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PL
Plancorp LLC
Missouri
+$5.95M
2
Bank of America
Bank of America
North Carolina
+$3.65M
3
SWM
SigFig Wealth Management
California
+$3.18M
4
FAAM
First Ascent Asset Management
Colorado
+$2.85M
5
Wells Fargo
Wells Fargo
California
+$2.29M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$4.34M
2
TC
Trilogy Capital
California
-$4.33M
3
CG
Colony Group
Massachusetts
-$3.85M
4
AF
Allworth Financial
California
-$3.45M
5
Goldman Sachs
Goldman Sachs
New York
-$3.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1
Strategic Financial Services
New York
$205M -$1.76M -39,443 -0.9%
SWM
2
SigFig Wealth Management
California
$91.9M +$3.18M +71,073 +4%
Bank of America
3
Bank of America
North Carolina
$69.5M +$3.65M +81,619 +6%
Wells Fargo
4
Wells Fargo
California
$69.4M +$2.29M +51,127 +4%
PFM
5
Phillips Financial Management
Indiana
$62.2M +$1.63M +36,360 +3%
Morgan Stanley
6
Morgan Stanley
New York
$58.4M +$495K +11,075 +0.9%
CCA
7
Clearwater Capital Advisors
Illinois
$48.9M +$1.26M +28,075 +3%
PL
8
Plancorp LLC
Missouri
$44.4M +$5.95M +132,904 +16%
CG
9
Colony Group
Massachusetts
$32.7M -$3.85M -86,055 -11%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$24.7M -$451K -10,091 -2%
Goldman Sachs
11
Goldman Sachs
New York
$22.5M -$3.18M -71,023 -13%
BWCS
12
Beirne Wealth Consulting Services
Connecticut
$18.3M +$302K +6,743 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$14.4M +$140K +3,123 +1%
FAAM
14
First Ascent Asset Management
Colorado
$14.1M +$2.85M +63,770 +27%
HighTower Advisors
15
HighTower Advisors
Illinois
$10.9M +$520K +11,613 +5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$10.6M -$17.3K -387 -0.2%
HWM
17
HB Wealth Management
Georgia
$10.1M +$9.66M +215,874 New
WFA
18
Wade Financial Advisory
California
$9.49M -$73K -1,632 -0.8%
FM
19
Foster & Motley
Ohio
$9.36M -$632K -14,122 -7%
AA
20
Addison Advisors
Vermont
$9.14M -$71.8K -1,605 -0.8%
FCT
21
Family Capital Trust
Massachusetts
$9.05M -$26.1K -583 -0.3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$8.38M +$245K +5,479 +3%
CPO
23
Cerity Partners OCIO
New York
$8.31M -$75.7K -1,692 -0.9%
Ameriprise
24
Ameriprise
Minnesota
$8.26M -$102K -2,279 -1%
BDF
25
Balasa Dinverno & Foltz
$7.66M -$509K -11,368 -6%
1
2 3 4 5

LRGF Hedge Fund Activity: Q4 2021 in Review

133 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q4 2021, worth a combined $1.02B — up 12% from $915M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LRGF positions and 12 closed out — a net gain of 14 holders — while 46 added to existing stakes and 45 trimmed.

The largest buyer was Plancorp LLC, adding an estimated $5.95M. The largest seller was Cerity Partners, cutting an estimated $4.34M.

  • 133 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q4 2021, up from 120 in Q3 2021.
  • Funds reported $1.02B of iShares US Equity Factor ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 26 funds opened new iShares US Equity Factor ETF positions in Q4 2021 and 12 closed out, a net change of +14 holders.
  • The largest iShares US Equity Factor ETF buyer in Q4 2021 was Plancorp LLC, an estimated $5.95M added.
  • The largest iShares US Equity Factor ETF seller in Q4 2021 was Cerity Partners, an estimated $4.34M sold.

Based on aggregated 13F filings for Q4 2021.