iShares US Equity Factor ETF
LRGF
115 hedge funds and large institutions have $649M invested in iShares US Equity Factor ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 53 reducing their positions, and 14 closing their positions.
4.2% less ownership
Funds ownership: 71.66% → 67.46% (-4.2%)
5% less funds holding
Funds holding: 121 → 115 (-6)
16% less capital invested
Capital invested by funds: $769M → $649M (-$120M)
28% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 53
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
Top Buyers
| 1 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$5.56M |
| 2 |
Jane Street
New York
|
+$3.52M |
| 3 |
Morgan Stanley
New York
|
+$2.76M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.05M |
| 5 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
+$1.71M |
Top Sellers
LRGF Hedge Fund Activity: Q3 2019 in Review
115 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q3 2019, worth a combined $649M — down 16% from $769M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of LRGF and 8 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 38 added.
The largest buyer was Clearwater Capital Advisors, adding an estimated $5.56M. The largest seller was BlackRock, cutting an estimated $52M.
- 115 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q3 2019, down from 121 in Q2 2019.
- Funds reported $649M of iShares US Equity Factor ETF stock for Q3 2019, down 16% quarter-over-quarter.
- 8 funds opened new iShares US Equity Factor ETF positions in Q3 2019 and 14 closed out, a net change of -6 holders.
- The largest iShares US Equity Factor ETF buyer in Q3 2019 was Clearwater Capital Advisors, an estimated $5.56M added.
- The largest iShares US Equity Factor ETF seller in Q3 2019 was BlackRock, an estimated $52M sold.
Based on aggregated 13F filings for Q3 2019.