BlackRock Investment Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

BlackRock Investment Management’s Portfolio SIZE Stock Details SIZE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$5.69M	Buy	79,231 +34,331	+76%	+$2.41M	0.01%	1500
2016 Q3	$3.13M	Buy	44,900 +29,609	+194%	+$2.07M	﹤0.01%	1816
2016 Q2	$1.04M	Buy	+15,291	New	+$1.03M	﹤0.01%	2609

Other funds holding SIZE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AIM

Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

BlackRock Investment Management's SIZE Position: Q4 2016 in Review

BlackRock Investment Management increased its iShares MSCI USA Size Factor ETF (SIZE) stake by 76% in Q4 2016, buying an estimated $2.41M and bringing the position to 79,231 shares worth $5.69M. The position accounts for 0.01% of the portfolio, ranked #1500.

BlackRock Investment Management first reported a position in SIZE in Q2 2016 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold SIZE as of Q4 2016.

BlackRock Investment Management held 79,231 shares of iShares MSCI USA Size Factor ETF worth $5.69M as of Q4 2016.
BlackRock Investment Management bought 34,331 iShares MSCI USA Size Factor ETF shares in Q4 2016, an estimated $2.41M.
iShares MSCI USA Size Factor ETF made up 0.01% of BlackRock Investment Management's portfolio in Q4 2016, its #1500 holding.
BlackRock Investment Management first reported a position in iShares MSCI USA Size Factor ETF in Q2 2016 and has held it in 3 quarters since.
22 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q4 2016.

Based on BlackRock Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.