JFS Wealth Advisors LLC Has $657,000 Position in iShares U.S. Equity Factor ETF $LRGF

JFS Wealth Advisors LLC lessened its holdings in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 56.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,518 shares of the company’s stock after selling 12,566 shares during the quarter. JFS Wealth Advisors LLC’s holdings in iShares U.S. Equity Factor ETF were worth $657,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the business. SigFig Wealth Management LLC increased its position in iShares U.S. Equity Factor ETF by 25.8% in the 3rd quarter. SigFig Wealth Management LLC now owns 2,488,623 shares of the company’s stock valued at $171,516,000 after acquiring an additional 509,729 shares during the period. Bank of America Corp DE grew its stake in shares of iShares U.S. Equity Factor ETF by 146.8% in the second quarter. Bank of America Corp DE now owns 770,165 shares of the company’s stock worth $49,391,000 after purchasing an additional 458,079 shares during the last quarter. Osaic Holdings Inc. increased its holdings in iShares U.S. Equity Factor ETF by 258.5% in the second quarter. Osaic Holdings Inc. now owns 582,939 shares of the company’s stock valued at $37,369,000 after purchasing an additional 420,321 shares during the period. Tolleson Wealth Management Inc. raised its position in iShares U.S. Equity Factor ETF by 11.4% during 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 last quarter. Finally, EWA LLC raised its position in iShares U.S. Equity Factor ETF by 38.9% during the 3rd quarter. EWA LLC now owns 706,148 shares of the company’s stock worth $48,781,000 after purchasing an additional 197,867 shares during the last quarter.

iShares U.S. Equity Factor ETF Trading Up 0.9%

NYSEARCA LRGF opened at $69.82 on Thursday. The business’s 50-day moving average price is $69.62 and its two-hundred day moving average price is $68.89. iShares U.S. Equity Factor ETF has a 12 month low of $49.97 and a 12 month high of $71.07. The firm has a market capitalization of $3.16 billion, a PE ratio of 22.79 and a beta of 0.98.

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.