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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$66.8M |
| 2 |
SLF
Sun Life Financial
Toronto,
Ontario, Canada
|
+$50M |
| 3 |
Cerity Partners
New York
|
+$6.15M |
| 4 |
RI
RPTC Inc
Jackson,
Wyoming
|
+$5.96M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SVCP
Silicon Valley Capital Partners
San Jose,
California
|
-$9.32M |
| 2 |
BlackRock
New York
|
-$4.76M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.34M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$953K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$572K |
LRGF Hedge Fund Activity: Q3 2017 in Review
46 of the 4,022 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.