We are live on ! Find out more
LRGF icon

iShares US Equity Factor ETF
LRGF

46 hedge funds and large institutions have $338M invested in iShares US Equity Factor ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

186% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

71% more capital invested

Capital invested by funds: $198M → $338M (+$140M)

31% more funds holding

Funds holding: 35 → 46 (+11)

17.27% more ownership

Funds ownership: 40.96% → 58.23% (+17%)

Holders
46
Holders Change
+11
Holders Change %
+31.43%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
13
Increased
20
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$66.8M
2
SLF
Sun Life Financial
Ontario, Canada
+$50M
3
Cerity Partners
Cerity Partners
New York
+$6.15M
4
RI
RPTC Inc
Wyoming
+$5.96M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.94M

Top Sellers

1
SVCP
Silicon Valley Capital Partners
California
-$9.32M
2
BlackRock
BlackRock
New York
-$4.76M
3
UBS Group
UBS Group
Switzerland
-$1.34M
4
Citadel Advisors
Citadel Advisors
Florida
-$953K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$572K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$118M +$66.8M +2,284,939 +138%
BlackRock
2
BlackRock
New York
$78.5M -$4.76M -162,730 -6%
SLF
3
Sun Life Financial
Ontario, Canada
$51.2M +$50M +1,710,549 New
CG
4
Colony Group
Massachusetts
$24.1M +$1.15M +39,252 +5%
Cerity Partners
5
Cerity Partners
New York
$6.29M +$6.15M +210,233 New
RI
6
RPTC Inc
Wyoming
$6.1M +$5.96M +203,810 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.57M +$798K +27,312 +22%
UBS Group
8
UBS Group
Switzerland
$4.53M -$1.34M -45,944 -23%
Jane Street
9
Jane Street
New York
$4.29M +$1.97M +67,266 +89%
Ameriprise
10
Ameriprise
Minnesota
$3.78M -$501K -17,138 -12%
SVCP
11
Silicon Valley Capital Partners
California
$3.4M -$9.32M -318,675 -74%
EA
12
Edge Advisors
Georgia
$3.03M +$275K +9,410 +10%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.01M +$2.94M +100,594 New
Wells Fargo
14
Wells Fargo
California
$2.92M +$1.4M +47,921 +96%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.85M +$145K +4,976 +6%
CCT
16
Country Club Trust
Missouri
$2.18M +$2.13M +72,830 New
JP Morgan Chase
17
JP Morgan Chase
New York
$2.02M +$23.9K +819 +1%
AG
18
Advisor Group
Arizona
$1.8M +$640K +21,910 +57%
FFA
19
First Foundation Advisors
California
$1.72M +$608K +20,800 +57%
LPL Financial
20
LPL Financial
California
$1.61M -$39.6K -1,354 -2%
CA
21
Cetera Advisors
Colorado
$1.59M +$455K +15,568 +41%
Morgan Stanley
22
Morgan Stanley
New York
$1.29M +$862K +29,491 +214%
PVH
23
Psagot Value Holdings
Israel
$1.27M +$76K +2,600 +7%
AA
24
Ancora Advisors
Ohio
$1.2M -$9.82K -336 -0.8%
SWP
25
Stratos Wealth Partners
Ohio
$1.16M +$295K +10,079 +35%
1
2

LRGF Hedge Fund Activity: Q3 2017 in Review

46 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q3 2017, worth a combined $338M — up 71% from $198M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new LRGF positions and 2 closed out — a net gain of 11 holders — while 20 added to existing stakes and 7 trimmed.

The largest buyer was Bank of America, adding an estimated $66.8M. The largest seller was Silicon Valley Capital Partners, cutting an estimated $9.32M.

  • 46 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q3 2017, up from 35 in Q2 2017.
  • Funds reported $338M of iShares US Equity Factor ETF stock for Q3 2017, up 71% quarter-over-quarter.
  • 13 funds opened new iShares US Equity Factor ETF positions in Q3 2017 and 2 closed out, a net change of +11 holders.
  • The largest iShares US Equity Factor ETF buyer in Q3 2017 was Bank of America, an estimated $66.8M added.
  • The largest iShares US Equity Factor ETF seller in Q3 2017 was Silicon Valley Capital Partners, an estimated $9.32M sold.

Based on aggregated 13F filings for Q3 2017.