Clearwater Capital Advisors LLC Has $74.48 Million Stock Holdings in iShares U.S. Equity Factor ETF $LRGF

Clearwater Capital Advisors LLC lifted its position in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 5.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,128,442 shares of the company’s stock after purchasing an additional 60,478 shares during the period. iShares U.S. Equity Factor ETF comprises 6.0% of Clearwater Capital Advisors LLC’s portfolio, making the stock its 3rd largest holding. Clearwater Capital Advisors LLC owned approximately 2.50% of iShares U.S. Equity Factor ETF worth $74,477,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of LRGF. Strategic Financial Services Inc. boosted its holdings in iShares U.S. Equity Factor ETF by 2.7% in the 4th quarter. Strategic Financial Services Inc. now owns 3,912,625 shares of the company’s stock worth $272,788,000 after buying an additional 104,578 shares during the period. Halbert Hargrove Global Advisors LLC raised its holdings in iShares U.S. Equity Factor ETF by 1.9% during the first quarter. Halbert Hargrove Global Advisors LLC now owns 3,626,489 shares of the company’s stock valued at $239,348,000 after acquiring an additional 67,011 shares during the period. Wells Fargo & Company MN lifted its position in shares of iShares U.S. Equity Factor ETF by 7.5% in the fourth quarter. Wells Fargo & Company MN now owns 2,601,518 shares of the company’s stock valued at $180,623,000 after acquiring an additional 180,954 shares in the last quarter. SigFig Wealth Management LLC lifted its position in shares of iShares U.S. Equity Factor ETF by 1.6% in the fourth quarter. SigFig Wealth Management LLC now owns 2,529,572 shares of the company’s stock valued at $175,628,000 after acquiring an additional 40,949 shares in the last quarter. Finally, Tolleson Wealth Management Inc. boosted its stake in shares of iShares U.S. Equity Factor ETF by 11.4% in the second quarter. Tolleson Wealth Management Inc. now owns 2,099,726 shares of the company’s stock worth $134,655,000 after acquiring an additional 215,653 shares during the period.

iShares U.S. Equity Factor ETF Stock Down 0.1%

NYSEARCA LRGF opened at $76.11 on Thursday. iShares U.S. Equity Factor ETF has a twelve month low of $63.89 and a twelve month high of $77.15. The business has a 50-day moving average price of $75.42 and a 200-day moving average price of $71.48. The firm has a market cap of $3.56 billion, a price-to-earnings 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.