iShares US Equity Factor ETF
LRGF
156 hedge funds and large institutions have $1.19B invested in iShares US Equity Factor ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 65 reducing their positions, and 8 closing their positions.
174% more capital inflows, than outflows
Capital inflows: $122M | Capital outflows: $44.7M
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
5% more funds holding
Funds holding: 149 → 156 (+7)
2.25% more ownership
Funds ownership: 84.8% → 87.05% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 18 → 18 (0)
42% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
+$30.4M |
| 2 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$29.5M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$18.9M |
| 4 |
Stokes Family Office
New Orleans,
Louisiana
|
+$10.4M |
| 5 |
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
+$5.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.24M |
| 2 |
CreativeOne Wealth
Overland Park,
Kansas
|
-$7.13M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.39M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.84M |
| 5 |
Phillips Financial Management
Fort Wayne,
Indiana
|
-$2.99M |
LRGF Hedge Fund Activity: Q3 2023 in Review
156 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q3 2023, worth a combined $1.19B — up 3.8% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new LRGF positions and 8 closed out — a net gain of 8 holders — while 38 added to existing stakes and 65 trimmed.
The largest buyer was Ullmann Wealth Partners Group, adding an estimated $30.4M. The largest seller was Ameriprise, cutting an estimated $9.24M.
- 156 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q3 2023, up from 149 in Q2 2023.
- Funds reported $1.19B of iShares US Equity Factor ETF stock for Q3 2023, up 3.8% quarter-over-quarter.
- 16 funds opened new iShares US Equity Factor ETF positions in Q3 2023 and 8 closed out, a net change of +8 holders.
- The largest iShares US Equity Factor ETF buyer in Q3 2023 was Ullmann Wealth Partners Group, an estimated $30.4M added.
- The largest iShares US Equity Factor ETF seller in Q3 2023 was Ameriprise, an estimated $9.24M sold.
Based on aggregated 13F filings for Q3 2023.