iShares US Equity Factor ETF
LRGF
115 hedge funds and large institutions have $684M invested in iShares US Equity Factor ETF in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 15 closing their positions.
80% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 15
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
41% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 32
11% more funds holding
Funds holding: 104 → 115 (+11)
1.8% more ownership
Funds ownership: 66.22% → 68.02% (+1.8%)
16% less capital invested
Capital invested by funds: $814M → $684M (-$130M)
Top Buyers
| 1 |
BlackRock
New York
|
+$31.7M |
| 2 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$10.8M |
| 3 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
+$7.55M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$7.52M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$7.14M |
Top Sellers
LRGF Hedge Fund Activity: Q4 2018 in Review
115 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q4 2018, worth a combined $684M — down 16% from $814M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new LRGF positions and 15 closed out — a net gain of 12 holders — while 45 added to existing stakes and 32 trimmed.
The largest buyer was BlackRock, adding an estimated $31.7M. The largest seller was Bank of America, cutting an estimated $59.8M.
- 115 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q4 2018, up from 104 in Q3 2018.
- Funds reported $684M of iShares US Equity Factor ETF stock for Q4 2018, down 16% quarter-over-quarter.
- 27 funds opened new iShares US Equity Factor ETF positions in Q4 2018 and 15 closed out, a net change of +12 holders.
- The largest iShares US Equity Factor ETF buyer in Q4 2018 was BlackRock, an estimated $31.7M added.
- The largest iShares US Equity Factor ETF seller in Q4 2018 was Bank of America, an estimated $59.8M sold.
Based on aggregated 13F filings for Q4 2018.