iShares US Equity Factor ETF
LRGF
110 hedge funds and large institutions have $620M invested in iShares US Equity Factor ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 49 reducing their positions, and 16 closing their positions.
16% more capital invested
Capital invested by funds: $533M → $620M (+$87.5M)
6% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 16
0% more funds holding
Funds holding: 110 → 110 (0)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0.22% less ownership
Funds ownership: 76.63% → 76.41% (-0.22%)
31% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Strategic Financial Services
Utica,
New York
|
+$43.3M |
| 2 |
Goldman Sachs
New York
|
+$17.6M |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$5.68M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$5.1M |
| 5 |
BDF
Balasa Dinverno & Foltz
|
+$3.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$16.1M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$9.71M |
| 3 |
BlackRock
New York
|
-$9.5M |
| 4 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$8.86M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.8M |
LRGF Hedge Fund Activity: Q2 2020 in Review
110 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q2 2020, worth a combined $620M — up 16% from $533M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new LRGF positions and 16 closed out — a net gain of 1 holder — while 34 added to existing stakes and 49 trimmed.
The largest buyer was Strategic Financial Services, adding an estimated $43.3M. The largest seller was Bank of America, cutting an estimated $16.1M.
- 110 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $620M of iShares US Equity Factor ETF stock for Q2 2020, up 16% quarter-over-quarter.
- 17 funds opened new iShares US Equity Factor ETF positions in Q2 2020 and 16 closed out, a net change of +1 holder.
- The largest iShares US Equity Factor ETF buyer in Q2 2020 was Strategic Financial Services, an estimated $43.3M added.
- The largest iShares US Equity Factor ETF seller in Q2 2020 was Bank of America, an estimated $16.1M sold.
Based on aggregated 13F filings for Q2 2020.