iShares US Equity Factor ETF
LRGF
111 hedge funds and large institutions have $621M invested in iShares US Equity Factor ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 49 reducing their positions, and 15 closing their positions.
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
1% more funds holding
Funds holding: 110 → 111 (+1)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0.19% less ownership
Funds ownership: 76.63% → 76.44% (-0.19%)
4% less capital inflows, than outflows
Capital inflows: $92.9M | Capital outflows: $96.6M
29% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Strategic Financial Services
Utica,
New York
|
+$43.3M |
| 2 |
Goldman Sachs
New York
|
+$17.6M |
| 3 |
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$5.68M |
| 4 |
World Investment Advisors
Santa Barbara,
California
|
+$5.1M |
| 5 |
Balasa Dinverno & Foltz
|
+$3.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$16.1M |
| 2 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$9.7M |
| 3 |
BlackRock
New York
|
-$9.5M |
| 4 |
Pasadena Private Wealth
Pasadena,
California
|
-$8.86M |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.8M |
LRGF Hedge Fund Activity: Q2 2020 in Review
111 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q2 2020, worth a combined $621M — up 17% from $533M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new LRGF positions and 15 closed out — a net gain of 2 holders — while 35 added to existing stakes and 49 trimmed.
The largest buyer was Strategic Financial Services, adding an estimated $43.3M. The largest seller was Bank of America, cutting an estimated $16.1M.
- 111 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q2 2020, up from 110 in Q1 2020.
- Funds reported $621M of iShares US Equity Factor ETF stock for Q2 2020, up 17% quarter-over-quarter.
- 17 funds opened new iShares US Equity Factor ETF positions in Q2 2020 and 15 closed out, a net change of +2 holders.
- The largest iShares US Equity Factor ETF buyer in Q2 2020 was Strategic Financial Services, an estimated $43.3M added.
- The largest iShares US Equity Factor ETF seller in Q2 2020 was Bank of America, an estimated $16.1M sold.
Based on aggregated 13F filings for Q2 2020.