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.
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)
Top Buyers
| 1 |
BlackRock
New York
|
+$95.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$20.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$10.1M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$6.19M |
| 5 |
PAMG
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
+$5.49M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SI
76
SII Investments
Appleton,
Wisconsin
| – | -$561K | -17,648 | Closed |
|
77
Citadel Advisors
Miami,
Florida
| – | -$268K | -8,446 | Closed |
|
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.