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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
AF
51
Advisornet Financial
Minnesota
$110K +$108K +3,448 New
IA
52
IFP Advisors
Florida
$89K – – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$65K +$62 +2 +0.1%
Citigroup
54
Citigroup
New York
$65K +$20.6K +660 +48%
SWP
55
Strategic Wealth Partners
Ohio
$56K +$55.5K +1,779 New
SFSIG
56
San Francisco Sentry Investment Group
California
$36K +$2.18K +70 +7%
ASN
57
Advisory Services Network
Georgia
$33K – – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$29K +$28.7K +921 New
IWM
59
IHT Wealth Management
Illinois
$28K +$26.7K +856 New
RWG
60
Regal Wealth Group
California
$10K – – –
PA
61
Parallel Advisors
California
$6K +$2.15K +69 +65%
APA
62
American Portfolios Advisors
New York
$4.77K +$4.68K +150 New
SWM
63
SeaCrest Wealth Management
New York
$2K +$1.97K +63 New
TSS
64
Two Sigma Securities
New York
– -$828K -27,670 Closed
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
– -$95K -3,173 Closed
PRS
66
Pinkerton Retirement Specialists
Idaho
– -$8K -273 Closed
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
– -$1K -18 Closed
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.