iShares U.S. Equity Factor ETF $LRGF Stock Position Raised by Annex Advisory Services LLC

Annex Advisory Services LLC lifted its stake in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 108.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,839,647 shares of the company’s stock after acquiring an additional 1,477,785 shares during the period. iShares U.S. Equity Factor ETF makes up about 3.7% of Annex Advisory Services LLC’s holdings, making the stock its 6th largest holding. Annex Advisory Services LLC owned 0.06% of iShares U.S. Equity Factor ETF worth $214,762,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently made changes to their positions in the stock. Strategic Financial Services Inc. raised its stake in shares of iShares U.S. Equity Factor ETF by 2.7% during the 4th quarter. Strategic Financial Services Inc. now owns 3,912,625 shares of the company’s stock valued at $272,788,000 after purchasing an additional 104,578 shares during the period. Halbert Hargrove Global Advisors LLC boosted its stake in iShares U.S. Equity Factor ETF by 1.9% in the 1st quarter. Halbert Hargrove Global Advisors LLC now owns 3,626,489 shares of the company’s stock worth $239,348,000 after purchasing an additional 67,011 shares during the period. Wells Fargo & Company MN boosted its stake in iShares U.S. Equity Factor ETF by 7.5% in the 4th quarter. Wells Fargo & Company MN now owns 2,601,518 shares of the company’s stock worth $180,623,000 after purchasing an additional 180,954 shares during the period. Tolleson Wealth Management Inc. boosted its stake in iShares U.S. Equity Factor ETF by 11.4% in the 2nd quarter. Tolleson Wealth Management Inc. now owns 2,099,726 shares of the company’s stock worth $134,655,000 after purchasing an additional 215,653 shares during the period. Finally, Plancorp LLC grew its holdings in iShares U.S. Equity Factor ETF by 3.2% during the 4th quarter. Plancorp LLC now owns 1,865,077 shares of the company’s stock valued at $129,492,000 after buying an additional 58,185 shares in the last quarter.

iShares U.S. Equity Factor ETF Stock Down 0.3%

Shares of LRGF opened at $78.52 on Wednesday. The business’s 50-day moving average price is $75.88 and its 200-day moving average price is $72.17. iShares U.S. Equity Factor ETF has a twelve month low of $63.89 and a twelve month high of $79.06. The stock has a market cap of $3.70 billion, a PE ratio of 22.79 and a beta of 0.99.

iShares U.S. Equity Factor ETF Company Profile

The iShares U.S. Equity Factor ETF (LRGF) is an exchange-traded fund that is based on the STOXX U.S. Equity Factor index. The fund tracks an index of US large- and mid-cap equities. Stocks are selected and weighted to maximize exposure to five factors: momentum, quality, value, low volatility, and size. LRGF was launched on Apr 30, 2015 and is managed by BlackRock.