iShares US Equity Factor ETF
LRGF
150 hedge funds and large institutions have $1.07B invested in iShares US Equity Factor ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 61 reducing their positions, and 14 closing their positions.
7% more capital invested
Capital invested by funds: $1B → $1.07B (+$66.7M)
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
0.12% less ownership
Funds ownership: 86.15% → 86.03% (-0.12%)
5% less funds holding
Funds holding: 158 → 150 (-8)
20% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 61
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
+$37.4M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$18.7M |
| 3 |
JP Morgan Chase
New York
|
+$17.1M |
| 4 |
SWP
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
+$16.8M |
| 5 |
AIM
Acropolis Investment Management
St. Louis,
Missouri
|
+$5.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
-$19.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18.2M |
| 3 |
Morgan Stanley
New York
|
-$16.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.3M |
| 5 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
-$7.35M |
LRGF Hedge Fund Activity: Q1 2023 in Review
150 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q1 2023, worth a combined $1.07B — up 6.7% from $1B a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of LRGF and 11 opened new positions — a net loss of 3 holders — while 61 trimmed existing stakes and 49 added.
The largest buyer was Tolleson Wealth Management, adding an estimated $37.4M. The largest seller was Stokes Family Office, cutting an estimated $19.8M.
- 150 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q1 2023, down from 158 in Q4 2022.
- Funds reported $1.07B of iShares US Equity Factor ETF stock for Q1 2023, up 6.7% quarter-over-quarter.
- 11 funds opened new iShares US Equity Factor ETF positions in Q1 2023 and 14 closed out, a net change of -3 holders.
- The largest iShares US Equity Factor ETF buyer in Q1 2023 was Tolleson Wealth Management, an estimated $37.4M added.
- The largest iShares US Equity Factor ETF seller in Q1 2023 was Stokes Family Office, an estimated $19.8M sold.
Based on aggregated 13F filings for Q1 2023.