iShares US Equity Factor ETF
LRGF
121 hedge funds and large institutions have $769M invested in iShares US Equity Factor ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
5% more funds holding
Funds holding: 115 → 121 (+6)
1.26% more ownership
Funds ownership: 70.4% → 71.66% (+1.3%)
4% less capital invested
Capital invested by funds: $803M → $769M (-$33.7M)
13% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Strategic Financial Services
Utica,
New York
|
+$12.4M |
| 2 |
NAM
North American Management
Boston,
Massachusetts
|
+$9.97M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$5.46M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.12M |
| 5 |
ECG
Edge Capital Group
Atlanta,
Georgia
|
+$3.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$37M |
| 2 |
Goldman Sachs
New York
|
-$16.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$12.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$11.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$5.5M |
LRGF Hedge Fund Activity: Q2 2019 in Review
121 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q2 2019, worth a combined $769M — down 4.2% from $803M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new LRGF positions and 7 closed out — a net gain of 9 holders — while 42 added to existing stakes and 48 trimmed.
The largest buyer was Strategic Financial Services, adding an estimated $12.4M. The largest seller was BlackRock, cutting an estimated $37M.
- 121 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q2 2019, up from 115 in Q1 2019.
- Funds reported $769M of iShares US Equity Factor ETF stock for Q2 2019, down 4.2% quarter-over-quarter.
- 16 funds opened new iShares US Equity Factor ETF positions in Q2 2019 and 7 closed out, a net change of +9 holders.
- The largest iShares US Equity Factor ETF buyer in Q2 2019 was Strategic Financial Services, an estimated $12.4M added.
- The largest iShares US Equity Factor ETF seller in Q2 2019 was BlackRock, an estimated $37M sold.
Based on aggregated 13F filings for Q2 2019.