iShares US Equity Factor ETF
LRGF
8 hedge funds and large institutions have $57.8M invested in iShares US Equity Factor ETF in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
6,829% more capital invested
Capital invested by funds: $834K → $57.8M (+$57M)
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
167% more funds holding
Funds holding: 3 → 8 (+5)
87.97% more ownership
Funds ownership: 14.47% → 102.45% (+88%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| 1 |
BlackRock
New York
|
+$43.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$13.7M |
| 3 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
+$410K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$372K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$217K |
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$707K |
| 2 |
AIG
American International Group
New York
|
-$821 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $43.1M | +$43.3M | +1,792,509 | New |
|
|
2
LPL Financial
San Diego,
California
| $13.5M | +$13.7M | +565,568 | New |
|
|
VFS
3
VSR Financial Services
Overland Park,
Kansas
| $408K | +$410K | +16,981 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $377K | +$372K | +15,419 | +5,818% |
|
|
MFS
5
MSI Financial Services
Springfield,
Massachusetts
| $216K | +$217K | +8,972 | New |
|
|
AIG
6
American International Group
New York
| $126K | -$821 | -34 | -0.6% |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $58K | +$58.1K | +2,405 | New |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $5K | +$4.83K | +200 | New |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$707K | -30,657 | Closed |
|
LRGF Hedge Fund Activity: Q4 2015 in Review
8 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q4 2015, worth a combined $57.8M — up 6,829% from $834K a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LRGF positions and 1 closed out — a net gain of 5 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was BlackRock, opening a new position worth an estimated $43.3M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $707K sold.
- 8 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q4 2015, up from 3 in Q3 2015.
- Funds reported $57.8M of iShares US Equity Factor ETF stock for Q4 2015, up 6,829% quarter-over-quarter.
- 6 funds opened new iShares US Equity Factor ETF positions in Q4 2015 and 1 closed out, a net change of +5 holders.
- The largest iShares US Equity Factor ETF buyer in Q4 2015 was BlackRock, an estimated $43.3M added.
- The largest iShares US Equity Factor ETF seller in Q4 2015 was Royal Bank of Canada, an estimated $707K sold.
Based on aggregated 13F filings for Q4 2015.