We are live on ! Find out more
LRGF icon

iShares US Equity Factor ETF

158 hedge funds and large institutions have $1B invested in iShares US Equity Factor ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

22% more capital invested

Capital invested by funds: $819M → $1B (+$182M)

7% more funds holding

Funds holding: 148158 (+10)

3.42% more ownership

Funds ownership: 82.73%86.15% (+3.4%)

9% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 55

Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
2.54%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
25
Increased
50
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Strategic Financial Services
New York
$181M +$11.3M +287,905 +7%
SWM
2
SigFig Wealth Management
California
$78.4M +$1.22M +31,307 +2%
Wells Fargo
3
Wells Fargo
California
$63.6M -$2.14M -54,688 -3%
SFO
4
Stokes Family Office
Louisiana
$57.5M +$11.9M +305,252 +26%
PL
5
Plancorp LLC
Missouri
$47.3M +$2.75M +70,234 +6%
CCA
6
Clearwater Capital Advisors
Illinois
$43.5M +$1.11M +28,484 +3%
Morgan Stanley
7
Morgan Stanley
New York
$41.6M +$4.81M +123,057 +13%
PFM
8
Phillips Financial Management
Indiana
$39.7M -$6.16M -157,526 -13%
PFA
9
Pettinga Financial Advisors
Indiana
$33.8M +$33.9M +867,182 New
CG
10
Colony Group
Massachusetts
$22M -$3.76M -96,138 -15%
MSWMA
11
Market Street Wealth Management Advisors
Indiana
$21.4M +$21.5M +549,355 New
CPCM
12
Cardinal Point Capital Management
Ontario, Canada
$20.4M +$20.5M +523,862 New
CPWMP
13
Cardinal Point Wealth Management Partners
California
$20.4M +$20.5M +523,862 New
Bank of America
14
Bank of America
North Carolina
$18.9M -$1.11M -28,274 -6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$18.4M +$346K +8,834 +2%
Ameriprise
16
Ameriprise
Minnesota
$17.7M -$3.24M -82,922 -15%
CCA
17
Cora Capital Advisors
New Jersey
$17.4M +$17.5M +446,223 New
BWCS
18
Beirne Wealth Consulting Services
Connecticut
$14.4M -$665K -17,004 -4%
HHGA
19
Halbert Hargrove Global Advisors
California
$14M -$976K -24,957 -6%
Osaic Holdings
20
Osaic Holdings
Arizona
$13.5M +$432K +11,036 +3%
TWM
21
Tolleson Wealth Management
Texas
$12.7M +$12.8M +326,097 New
WFA
22
Wade Financial Advisory
California
$9.35M +$279K +7,130 +3%
HighTower Advisors
23
HighTower Advisors
Illinois
$8.88M +$117K +2,988 +1%
HWM
24
HB Wealth Management
Georgia
$8.1M -$135K -3,459 -2%
AA
25
Addison Advisors
Vermont
$7.96M -$43.9K -1,123 -0.5%

LRGF Hedge Fund Activity: Q4 2022 in Review

158 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q4 2022, worth a combined $1B — up 22% from $819M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new LRGF positions and 11 closed out — a net gain of 14 holders — while 50 added to existing stakes and 55 trimmed.

The largest buyer was Pettinga Financial Advisors, opening a new position worth an estimated $33.9M. The largest seller was First Ascent Asset Management, cutting an estimated $16.2M.

  • 158 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q4 2022, up from 148 in Q3 2022.
  • Funds reported $1B of iShares US Equity Factor ETF stock for Q4 2022, up 22% quarter-over-quarter.
  • 25 funds opened new iShares US Equity Factor ETF positions in Q4 2022 and 11 closed out, a net change of +14 holders.
  • The largest iShares US Equity Factor ETF buyer in Q4 2022 was Pettinga Financial Advisors, an estimated $33.9M added.
  • The largest iShares US Equity Factor ETF seller in Q4 2022 was First Ascent Asset Management, an estimated $16.2M sold.

Based on aggregated 13F filings for Q4 2022.