iShares US Equity Factor ETF
LRGF
115 hedge funds and large institutions have $682M invested in iShares US Equity Factor ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 10 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
10% more capital invested
Capital invested by funds: $618M → $682M (+$64.4M)
2% more funds holding
Funds holding: 113 → 115 (+2)
0.22% more ownership
Funds ownership: 77.41% → 77.64% (+0.22%)
30% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$8.82M |
| 2 |
WFA
Wade Financial Advisory
Campbell,
California
|
+$6.27M |
| 3 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
+$5.44M |
| 4 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$2.07M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$35M |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
-$2.48M |
| 3 |
Goldman Sachs
New York
|
-$2.08M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.3M |
| 5 |
EA
Emerald Advisors
Bellevue,
Washington
|
-$1.19M |
LRGF Hedge Fund Activity: Q4 2020 in Review
115 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares US Equity Factor ETF (LRGF) for Q4 2020, worth a combined $682M — up 10% from $618M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new LRGF positions and 10 closed out — a net gain of 4 holders — while 35 added to existing stakes and 50 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $8.82M. The largest seller was Bank of America, cutting an estimated $35M.
- 115 institutional investors held iShares US Equity Factor ETF (LRGF) as of Q4 2020, up from 113 in Q3 2020.
- Funds reported $682M of iShares US Equity Factor ETF stock for Q4 2020, up 10% quarter-over-quarter.
- 14 funds opened new iShares US Equity Factor ETF positions in Q4 2020 and 10 closed out, a net change of +4 holders.
- The largest iShares US Equity Factor ETF buyer in Q4 2020 was HighTower Advisors, an estimated $8.82M added.
- The largest iShares US Equity Factor ETF seller in Q4 2020 was Bank of America, an estimated $35M sold.
Based on aggregated 13F filings for Q4 2020.