iShares MSCI USA Size Factor ETF (SIZE)

• Market cap: $314M
• 1 day: 0.09%
• 5 days: 2.60%
• 1 month: -1.90%
• 3 months: -8.29%
• 6 months: -4.35%
• Year to date: -3.63%
• 1 year: 5.89%
• 5 years: 75.87%
• 10 years: 115.46%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

13% more capital invested

Capital invested by funds: $223M [Q3] → $253M (+$29.9M) [Q4]

11.07% more ownership

Funds ownership: 68.15% [Q3] → 79.22% (+11.07%) [Q4]

2% more funds holding

Funds holding: 65 [Q3] → 66 (+1) [Q4]

25% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 24