iShares US Equity Factor ETF
LRGF
113 hedge funds and large institutions have $618M invested in iShares US Equity Factor ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 41 reducing their positions, and 13 closing their positions.
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
2% more funds holding
Funds holding: 111 → 113 (+2)
7% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 41
0.97% more ownership
Funds ownership: 76.44% → 77.41% (+0.97%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0% less capital invested
Capital invested by funds: $621M → $618M (-$2.75M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13.1M |
| 2 |
KWM
Keebeck Wealth Management
Chicago,
Illinois
|
+$12.5M |
| 3 |
NAM
North American Management
Boston,
Massachusetts
|
+$5.95M |
| 4 |
SFS
Strategic Financial Services
Utica,
New York
|
+$4.64M |
| 5 |
FCT
Family Capital Trust
Peabody,
Massachusetts
|
+$2.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BDF
Balasa Dinverno & Foltz
|
-$41.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$20.1M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$14M |
| 4 |
SHIM
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
-$5.4M |
| 5 |
CG
Colony Group
Boston,
Massachusetts
|
-$3.31M |
LRGF Hedge Fund Activity: Q3 2020 in Review
113 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q3 2020, worth a combined $618M — down 0.44% from $621M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new LRGF positions and 13 closed out — a net gain of 2 holders — while 44 added to existing stakes and 41 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $13.1M. The largest seller was Balasa Dinverno & Foltz, cutting an estimated $41.2M.
- 113 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q3 2020, up from 111 in Q2 2020.
- Funds reported $618M of iShares US Equity Factor ETF stock for Q3 2020, down 0.44% quarter-over-quarter.
- 15 funds opened new iShares US Equity Factor ETF positions in Q3 2020 and 13 closed out, a net change of +2 holders.
- The largest iShares US Equity Factor ETF buyer in Q3 2020 was Morgan Stanley, an estimated $13.1M added.
- The largest iShares US Equity Factor ETF seller in Q3 2020 was Balasa Dinverno & Foltz, an estimated $41.2M sold.
Based on aggregated 13F filings for Q3 2020.