iShares US Equity Factor ETF
LRGF
155 hedge funds and large institutions have $1.35B invested in iShares US Equity Factor ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 14 closing their positions.
98% more capital inflows, than outflows
Capital inflows: $102M | Capital outflows: $51.3M
21% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 14
0% more funds holding in top 10
Funds holding in top 10: 18 → 18 (0)
0% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 57
1% less funds holding
Funds holding: 156 → 155 (-1)
0.85% less ownership
Funds ownership: 87.05% → 86.2% (-0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$20.3M |
| 2 |
Tolleson Wealth Management
Dallas,
Texas
|
+$8.13M |
| 3 |
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
+$5.53M |
| 4 |
JP Morgan Chase
New York
|
+$4.6M |
| 5 |
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$4.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
-$18.6M |
| 2 |
Phillips Financial Management
Fort Wayne,
Indiana
|
-$8.21M |
| 3 |
Strategic Financial Services
Utica,
New York
|
-$5.55M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.42M |
| 5 |
Cerity Partners
New York
|
-$1.45M |
LRGF Hedge Fund Activity: Q4 2023 in Review
155 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q4 2023, worth a combined $1.35B — up 13% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new LRGF positions and 14 closed out — a net gain of 3 holders — while 57 added to existing stakes and 57 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $20.3M. The largest seller was Market Street Wealth Management Advisors, cutting an estimated $18.6M.
- 155 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q4 2023, down from 156 in Q3 2023.
- Funds reported $1.35B of iShares US Equity Factor ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 17 funds opened new iShares US Equity Factor ETF positions in Q4 2023 and 14 closed out, a net change of +3 holders.
- The largest iShares US Equity Factor ETF buyer in Q4 2023 was Integrated Wealth Concepts, an estimated $20.3M added.
- The largest iShares US Equity Factor ETF seller in Q4 2023 was Market Street Wealth Management Advisors, an estimated $18.6M sold.
Based on aggregated 13F filings for Q4 2023.