LRGF icon

iShares US Equity Factor ETF
LRGF

Overview Fund Activity

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
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
1
BlackRock
New York
$218M
2
Bank of America
2
Bank of America
North Carolina
$166M
3
Wells Fargo
3
Wells Fargo
California
$13.4M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$6.33M
5
PAMG
5
Patton Albertson Miller Group
Tennessee
$5.35M

Top Sellers

1
SLF
1
Sun Life Financial
Ontario, Canada
$1.71M
2
SVCP
2
Silicon Valley Capital Partners
California
$0
3
SWM
3
SigFig Wealth Management
California
$0
4
BCA
4
Berman Capital Advisors
Georgia
$2.68M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$3.37M +$60.5K +1,921 +2%
FFA
27
First Foundation Advisors
California
$3.02M +$985K +31,273 +48%
BCA
28
Berman Capital Advisors
Georgia
$2.68M -$1.51M -48,075 -36%
AG
29
Advisor Group
Arizona
$2.62M +$262K +8,303 +11%
SMG
30
Smart Money Group
Texas
$2.62M -$442K -14,023 -14%
LPL Financial
31
LPL Financial
California
$2.36M +$466K +14,783 +25%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$2.28M +$66.4K +2,108 +3%
SWP
33
Stratos Wealth Partners
Ohio
$2.18M +$749K +23,775 +52%
CA
34
Cetera Advisors
Colorado
$1.93M -$729K -23,142 -27%
SLF
35
Sun Life Financial
Ontario, Canada
$1.71M -$52.6M -1,656,667 -97%
TRCT
36
Tower Research Capital (TRC)
New York
$1.66M +$1.66M +52,790 New
FAIM
37
Financial Advocates Investment Management
Washington
$1.48M +$675K +21,444 +84%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.43M +$1.23M +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 +$990K +31,413 +3,411%
CFD
42
Creative Financial Designs
Indiana
$965K +$39.8K +1,264 +4%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$943K +$659K +20,905 +232%
WI
44
Wintrust Investments
Illinois
$929K +$43.8K +1,389 +5%
KFGK
45
Keystone Financial Group (Kentucky)
Kentucky
$606K +$606K +19,603 New
AI
46
Atria Investments
North Carolina
$538K -$633K -20,081 -54%
HFA
47
Huber Financial Advisors
Illinois
$499K +$168K +5,337 +51%
MML Investors Services
48
MML Investors Services
Massachusetts
$435K +$59.6K +1,892 +16%
IWM
49
IHT Wealth Management
Illinois
$375K +$349K +11,278 +1,318%
SCA
50
Snowden Capital Advisors
New York
$355K +$6.93K +220 +2%
1
2
3 4