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iShares US Equity Factor ETF
LRGF

63 hedge funds and large institutions have $471M invested in iShares US Equity Factor ETF in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

250% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 8

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

39% more capital invested

Capital invested by funds: $338M → $471M (+$132M)

37% more funds holding

Funds holding: 46 → 63 (+17)

1.33% less ownership

Funds ownership: 58.23% → 56.9% (-1.3%)

Holders
63
Holders Change
+17
Holders Change %
+36.96%
% of All Funds
1.43%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
21
Increased
28
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$41.4M
2
Bank of America
Bank of America
North Carolina
+$21.3M
3
RI
RPTC Inc
Wyoming
+$6.68M
4
CPO
Cerity Partners OCIO
New York
+$4.02M
5
UBS Group
UBS Group
Switzerland
+$3.6M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.8M
2
TSS
Two Sigma Securities
New York
-$828K
3
SVCP
Silicon Valley Capital Partners
California
-$686K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$580K
5
Cerity Partners
Cerity Partners
New York
-$547K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
26
First Foundation Advisors
California
$2.05M +$226K +7,258 +13%
LPL Financial
27
LPL Financial
California
$1.91M +$199K +6,366 +12%
SWM
28
SigFig Wealth Management
California
$1.64M +$1.33M +42,529 +465%
SWP
29
Stratos Wealth Partners
Ohio
$1.44M +$212K +6,790 +18%
PVH
30
Psagot Value Holdings
Israel
$1.35M – – –
AA
31
Ancora Advisors
Ohio
$1.28M – – –
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$1.21M +$470K +15,077 +66%
AI
33
Atria Investments
North Carolina
$1.18M +$623K +19,965 +116%
SG Americas Securities
34
SG Americas Securities
New York
$1.12M +$1.1M +35,265 New
PAG
35
Private Advisor Group
New Jersey
$1.02M -$145K -4,634 -13%
CFD
36
Creative Financial Designs
Indiana
$934K +$917K +29,380 New
WI
37
Wintrust Investments
Illinois
$893K +$53.7K +1,721 +7%
FAIM
38
Financial Advocates Investment Management
Washington
$807K +$792K +25,395 New
Jane Street
39
Jane Street
New York
$683K -$3.8M -121,768 -85%
SI
40
SII Investments
Wisconsin
$561K +$551K +17,648 New
VWA
41
V Wealth Advisors
Kansas
$411K +$107K +3,420 +38%
MML Investors Services
42
MML Investors Services
Massachusetts
$378K +$3.31K +106 +0.9%
SCA
43
Snowden Capital Advisors
New York
$351K +$43.8K +1,405 +15%
HFA
44
Huber Financial Advisors
Illinois
$334K +$328K +10,506 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$287K +$281K +9,023 New
Citadel Advisors
46
Citadel Advisors
Florida
$268K +$263K +8,446 New
BTS
47
BB&T Securities
Virginia
$240K +$236K +7,579 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$207K +$203K +6,508 New
Brown Advisory
49
Brown Advisory
Maryland
$204K +$200K +6,420 New
GWM
50
Geneos Wealth Management
Colorado
$140K -$4.43K -142 -3%
1
2
3

LRGF Hedge Fund Activity: Q4 2017 in Review

63 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q4 2017, worth a combined $471M — up 39% from $338M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LRGF positions and 4 closed out — a net gain of 17 holders — while 28 added to existing stakes and 8 trimmed.

The largest buyer was BlackRock, adding an estimated $41.4M. The largest seller was Jane Street, cutting an estimated $3.8M.

  • 63 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q4 2017, up from 46 in Q3 2017.
  • Funds reported $471M of iShares US Equity Factor ETF stock for Q4 2017, up 39% quarter-over-quarter.
  • 21 funds opened new iShares US Equity Factor ETF positions in Q4 2017 and 4 closed out, a net change of +17 holders.
  • The largest iShares US Equity Factor ETF buyer in Q4 2017 was BlackRock, an estimated $41.4M added.
  • The largest iShares US Equity Factor ETF seller in Q4 2017 was Jane Street, an estimated $3.8M sold.

Based on aggregated 13F filings for Q4 2017.