Strategic Financial Services Inc. Has $300.63 Million Holdings in iShares U.S. Equity Factor ETF $LRGF

Strategic Financial Services Inc. lessened its position in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 0.4% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 3,975,040 shares of the company’s stock after selling 15,834 shares during the quarter. iShares U.S. Equity Factor ETF makes up about 13.2% of Strategic Financial Services Inc.’s investment portfolio, making the stock its 3rd largest holding. Strategic Financial Services Inc. owned about 0.08% of iShares U.S. Equity Factor ETF worth $300,632,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Halbert Hargrove Global Advisors LLC grew its stake in iShares U.S. Equity Factor ETF by 1.9% in the first 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. Annex Advisory Services LLC raised its holdings in iShares U.S. Equity Factor ETF by 108.5% in the second quarter. Annex Advisory Services LLC now owns 2,839,647 shares of the company’s stock worth $214,762,000 after purchasing an additional 1,477,785 shares in the last quarter. Wells Fargo & Company MN lifted its position in iShares U.S. Equity Factor ETF by 7.5% during the fourth quarter. Wells Fargo & Company MN now owns 2,601,518 shares of the company’s stock valued at $180,623,000 after buying an additional 180,954 shares during the period. Tolleson Wealth Management Inc. lifted its position in iShares U.S. Equity Factor ETF by 11.4% during the second quarter. Tolleson Wealth Management Inc. now owns 2,099,726 shares of the company’s stock valued at $134,655,000 after buying an additional 215,653 shares during the period. Finally, Plancorp LLC boosted its holdings in shares of 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 Price Performance

NYSEARCA:LRGF opened at $78.81 on Monday. The firm’s 50-day moving average price is $77.05 and its 200-day moving average price is $73.30. The company has a market capitalization of $3.71 billion, a PE ratio of 22.79 and a beta of 0.99. iShares U.S. Equity Factor ETF has a 1-year low of $63.89 and a 1-year high of $79.44.

iShares U.S. Equity Factor ETF 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.