iShares U.S. Equity Factor ETF $LRGF Stock Holdings Decreased by Compound Planning Inc.

Compound Planning Inc. lowered its position in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 2.4% during the first quarter, Holdings Channel reports. The fund owned 778,056 shares of the company’s stock after selling 19,399 shares during the quarter. iShares U.S. Equity Factor ETF makes up 1.6% of Compound Planning Inc.’s holdings, making the stock its 9th largest holding. Compound Planning Inc.’s holdings in iShares U.S. Equity Factor ETF were worth $51,352,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Thurston Springer Miller Herd & Titak Inc. acquired a new stake in iShares U.S. Equity Factor ETF during the 4th quarter valued at $25,000. Rockefeller Capital Management L.P. boosted its position in shares of iShares U.S. Equity Factor ETF by 127.2% in the fourth quarter. Rockefeller Capital Management L.P. now owns 509 shares of the company’s stock worth $35,000 after buying an additional 285 shares during the period. Ares Financial Consulting LLC acquired a new stake in shares of iShares U.S. Equity Factor ETF in the fourth quarter worth $38,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new position in shares of iShares U.S. Equity Factor ETF during the fourth quarter valued at $41,000. Finally, Timmons Wealth Management LLC purchased a new position in shares of iShares U.S. Equity Factor ETF during the fourth quarter valued at $56,000.

iShares U.S. Equity Factor ETF Trading Down 1.2%

NYSEARCA:LRGF opened at $75.18 on Friday. The firm has a market capitalization of $3.52 billion, a price-to-earnings 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 $77.15. The business’s fifty day moving average price is $75.42 and its 200 day moving average price is $71.52.

About iShares U.S. Equity Factor ETF

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.