iShares US Equity Factor ETF
LRGF
84 hedge funds and large institutions have $715M invested in iShares US Equity Factor ETF in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
75% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 20
21% more capital invested
Capital invested by funds: $593M → $715M (+$122M)
18% more funds holding
Funds holding: 71 → 84 (+13)
7.84% more ownership
Funds ownership: 60.05% → 67.89% (+7.8%)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLF
Sun Life Financial
Toronto,
Ontario, Canada
|
+$53.5M |
| 2 |
Citigroup
New York
|
+$53M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$18.1M |
| 4 |
Morgan Stanley
New York
|
+$16.5M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$61.1M |
| 2 |
FF
Fluent Financial
Dallas,
Texas
|
-$9.02M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$4.36M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.96M |
| 5 |
PAMG
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
-$2.71M |
LRGF Hedge Fund Activity: Q2 2018 in Review
84 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q2 2018, worth a combined $715M — up 21% from $593M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new LRGF positions and 3 closed out — a net gain of 13 holders — while 35 added to existing stakes and 20 trimmed.
The largest buyer was Sun Life Financial, adding an estimated $53.5M. The largest seller was BlackRock, cutting an estimated $61.1M.
- 84 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q2 2018, up from 71 in Q1 2018.
- Funds reported $715M of iShares US Equity Factor ETF stock for Q2 2018, up 21% quarter-over-quarter.
- 16 funds opened new iShares US Equity Factor ETF positions in Q2 2018 and 3 closed out, a net change of +13 holders.
- The largest iShares US Equity Factor ETF buyer in Q2 2018 was Sun Life Financial, an estimated $53.5M added.
- The largest iShares US Equity Factor ETF seller in Q2 2018 was BlackRock, an estimated $61.1M sold.
Based on aggregated 13F filings for Q2 2018.