iShares US Equity Factor ETF
LRGF
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.
196% more capital inflows, than outflows
Capital inflows: $198M | Capital outflows: $66.7M
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: 14 → 20 (+6)
7% more funds holding
Funds holding: 148 → 158 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pettinga Financial Advisors
Evansville,
Indiana
|
+$33.9M |
| 2 |
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
+$21.5M |
| 3 |
Cardinal Point Wealth Management Partners
Irvine,
California
|
+$20.5M |
| 4 |
Tolleson Wealth Management
Dallas,
Texas
|
+$12.8M |
| 5 |
Stokes Family Office
New Orleans,
Louisiana
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Ascent Asset Management
Denver,
Colorado
|
-$16.2M |
| 2 |
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$9.47M |
| 3 |
Phillips Financial Management
Fort Wayne,
Indiana
|
-$6.16M |
| 4 |
Atria Investments
Charlotte,
North Carolina
|
-$4.86M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.26M |
LRGF Hedge Fund Activity: Q4 2022 in Review
158 of the 6,242 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.