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iShares US Equity Factor ETF
LRGF

71 hedge funds and large institutions have $593M invested in iShares US Equity Factor ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 9

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

26% more capital invested

Capital invested by funds: $471M → $593M (+$123M)

13% more funds holding

Funds holding: 63 → 71 (+8)

3.15% more ownership

Funds ownership: 56.9% → 60.05% (+3.1%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
14
Increased
38
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$95.6M
2
Bank of America
Bank of America
North Carolina
+$20.7M
3
Wells Fargo
Wells Fargo
California
+$10.1M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$6.19M
5
PAMG
Patton Albertson Miller Group
Tennessee
+$5.49M

Top Sellers

1
SLF
Sun Life Financial
Ontario, Canada
-$53.5M
2
SVCP
Silicon Valley Capital Partners
California
-$2.91M
3
SWM
SigFig Wealth Management
California
-$1.64M
4
BCA
Berman Capital Advisors
Georgia
-$1.55M
5
SG Americas Securities
SG Americas Securities
New York
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$3.37M +$62.1K +1,921 +2%
FFA
27
First Foundation Advisors
California
$3.02M +$1.01M +31,273 +48%
BCA
28
Berman Capital Advisors
Georgia
$2.68M -$1.55M -48,075 -36%
AG
29
Advisor Group
Arizona
$2.62M +$268K +8,303 +11%
SMG
30
Smart Money Group
Texas
$2.62M -$453K -14,023 -14%
LPL Financial
31
LPL Financial
California
$2.36M +$478K +14,783 +25%
JP Morgan Chase
32
JP Morgan Chase
New York
$2.28M +$68.1K +2,108 +3%
SWP
33
Stratos Wealth Partners
Ohio
$2.18M +$768K +23,775 +52%
CA
34
Cetera Advisors
Colorado
$1.93M -$748K -23,142 -27%
SLF
35
Sun Life Financial
Ontario, Canada
$1.71M -$53.5M -1,656,667 -97%
TRCT
36
Tower Research Capital (TRC)
New York
$1.66M +$1.71M +52,790 New
FAIM
37
Financial Advocates Investment Management
Washington
$1.48M +$693K +21,444 +84%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.43M +$1.26M +38,940 +598%
PVH
39
Psagot Value Holdings
Israel
$1.34M – – –
AA
40
Ancora Advisors
Ohio
$1.27M – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$1.02M +$1.02M +31,413 +3,411%
CFD
42
Creative Financial Designs
Indiana
$965K +$40.8K +1,264 +4%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$943K +$676K +20,905 +232%
WI
44
Wintrust Investments
Illinois
$929K +$44.9K +1,389 +5%
KFGK
45
Keystone Financial Group (Kentucky)
Kentucky
$606K +$633K +19,603 New
AI
46
Atria Investments
North Carolina
$538K -$649K -20,081 -54%
HFA
47
Huber Financial Advisors
Illinois
$499K +$172K +5,337 +51%
MML Investors Services
48
MML Investors Services
Massachusetts
$435K +$61.1K +1,892 +16%
IWM
49
IHT Wealth Management
Illinois
$375K +$364K +11,278 +1,318%
SCA
50
Snowden Capital Advisors
New York
$355K +$7.11K +220 +2%
1
2
3 4

LRGF Hedge Fund Activity: Q1 2018 in Review

71 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q1 2018, worth a combined $593M — up 26% from $471M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LRGF positions and 6 closed out — a net gain of 8 holders — while 38 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock, adding an estimated $95.6M. The largest seller was Sun Life Financial, cutting an estimated $53.5M.

  • 71 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q1 2018, up from 63 in Q4 2017.
  • Funds reported $593M of iShares US Equity Factor ETF stock for Q1 2018, up 26% quarter-over-quarter.
  • 14 funds opened new iShares US Equity Factor ETF positions in Q1 2018 and 6 closed out, a net change of +8 holders.
  • The largest iShares US Equity Factor ETF buyer in Q1 2018 was BlackRock, an estimated $95.6M added.
  • The largest iShares US Equity Factor ETF seller in Q1 2018 was Sun Life Financial, an estimated $53.5M sold.

Based on aggregated 13F filings for Q1 2018.