Obsido Oy Makes New Investment in iShares U.S. Equity Factor ETF $LRGF

Obsido Oy bought a new position in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 134,319 shares of the company’s stock, valued at approximately $7,774,000. iShares U.S. Equity Factor ETF accounts for about 6.7% of Obsido Oy’s investment portfolio, making the stock its 4th largest holding. Obsido Oy owned approximately 0.34% of iShares U.S. Equity Factor ETF as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Halbert Hargrove Global Advisors LLC lifted its position in iShares U.S. Equity Factor ETF by 1.2% in the first quarter. Halbert Hargrove Global Advisors LLC now owns 3,390,727 shares of the company’s stock worth $196,255,000 after purchasing an additional 41,212 shares during the period. Clearwater Capital Advisors LLC lifted its position in shares of iShares U.S. Equity Factor ETF by 2.5% during the 1st quarter. Clearwater Capital Advisors LLC now owns 1,060,880 shares of the company’s stock valued at $61,404,000 after acquiring an additional 26,155 shares during the last quarter. Ameriprise Financial Inc. lifted its position in shares of iShares U.S. Equity Factor ETF by 930.7% during the 1st quarter. Ameriprise Financial Inc. now owns 753,740 shares of the company’s stock valued at $43,625,000 after acquiring an additional 680,613 shares during the last quarter. Compound Planning Inc. lifted its position in shares of iShares U.S. Equity Factor ETF by 12.4% during the 1st quarter. Compound Planning Inc. now owns 697,338 shares of the company’s stock valued at $40,362,000 after acquiring an additional 76,951 shares during the last quarter. Finally, Affinity Wealth Management LLC lifted its position in shares of iShares U.S. Equity Factor ETF by 26.5% during the 1st quarter. Affinity Wealth Management LLC now owns 653,675 shares of the company’s stock valued at $37,835,000 after acquiring an additional 136,793 shares during the last quarter.

iShares U.S. Equity Factor ETF Stock Performance

Shares of NYSEARCA:LRGF opened at $66.78 on Monday. iShares U.S. Equity Factor ETF has a one year low of $49.97 and a one year high of $67.30. The stock has a fifty day moving average of $65.33 and a 200-day moving average of $61.34. The company has a market capitalization of $2.75 billion, a PE ratio of 22.79 and a beta of 0.98.

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.