iShares US Equity Factor ETF
LRGF
175 hedge funds and large institutions have $1.54B invested in iShares US Equity Factor ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 5 closing their positions.
440% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 5
15% more capital invested
Capital invested by funds: $1.35B → $1.54B (+$197M)
13% more funds holding
Funds holding: 155 → 175 (+20)
6% more funds holding in top 10
Funds holding in top 10: 18 → 19 (+1)
1.17% more ownership
Funds ownership: 86.2% → 87.37% (+1.2%)
0% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
+$22M |
| 2 |
EL
EWA LLC
Pittsbugh,
Pennsylvania
|
+$20.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.4M |
| 4 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$9.82M |
| 5 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
+$9.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
-$27.1M |
| 2 |
PFA
Pettinga Financial Advisors
Evansville,
Indiana
|
-$16.6M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$15.5M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.51M |
| 5 |
Cerity Partners
New York
|
-$4.23M |
LRGF Hedge Fund Activity: Q1 2024 in Review
175 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q1 2024, worth a combined $1.54B — up 15% from $1.35B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new LRGF positions and 5 closed out — a net gain of 22 holders — while 61 added to existing stakes and 61 trimmed.
The largest buyer was Conrad Siegel Investment Advisors, opening a new position worth an estimated $22M. The largest seller was Stokes Family Office, cutting an estimated $27.1M.
- 175 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q1 2024, up from 155 in Q4 2023.
- Funds reported $1.54B of iShares US Equity Factor ETF stock for Q1 2024, up 15% quarter-over-quarter.
- 27 funds opened new iShares US Equity Factor ETF positions in Q1 2024 and 5 closed out, a net change of +22 holders.
- The largest iShares US Equity Factor ETF buyer in Q1 2024 was Conrad Siegel Investment Advisors, an estimated $22M added.
- The largest iShares US Equity Factor ETF seller in Q1 2024 was Stokes Family Office, an estimated $27.1M sold.
Based on aggregated 13F filings for Q1 2024.