iShares US Equity Factor ETF
LRGF
14 hedge funds and large institutions have $57.7M invested in iShares US Equity Factor ETF in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
8% more funds holding
Funds holding: 13 → 14 (+1)
23% less capital inflows, than outflows
Capital inflows: $8.13M | Capital outflows: $10.6M
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.72M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.38M |
| 3 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
+$998K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$10K |
| 5 |
MSI Financial Services
Springfield,
Massachusetts
|
+$9.07K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$5.39M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.57M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$329K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$244K |
| 5 |
Advisor Group
Phoenix,
Arizona
|
-$23.6K |
LRGF Hedge Fund Activity: Q3 2016 in Review
14 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q3 2016, worth a combined $57.7M — down 6.9% from $62M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LRGF positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 6 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $4.72M. The largest seller was LPL Financial, cutting an estimated $5.39M.
- 14 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q3 2016, up from 13 in Q2 2016.
- Funds reported $57.7M of iShares US Equity Factor ETF stock for Q3 2016, down 6.9% quarter-over-quarter.
- 3 funds opened new iShares US Equity Factor ETF positions in Q3 2016 and 1 closed out, a net change of +2 holders.
- The largest iShares US Equity Factor ETF buyer in Q3 2016 was Raymond James Financial Services Advisors, an estimated $4.72M added.
- The largest iShares US Equity Factor ETF seller in Q3 2016 was LPL Financial, an estimated $5.39M sold.
Based on aggregated 13F filings for Q3 2016.