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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

66 hedge funds and large institutions have $271M invested in iShares MSCI USA Size Factor ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
25
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Strategic Financial Services
New York
$16M
2
Ameriprise
2
Ameriprise
Minnesota
$9.01M
3
Goldman Sachs
3
Goldman Sachs
New York
$9.72M
4
Bank of America
4
Bank of America
North Carolina
$76.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.46M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.1M
2
PS
2
Principal Securities
Iowa
$110K
3
Jane Street
3
Jane Street
New York
$0
4
Lido Advisors
4
Lido Advisors
California
$2.29M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
26
BCGM Wealth Management
Indiana
$613K 3,964 -1 -0%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$582K 3,766 +1,938 +106%
C1AG
28
Client 1st Advisory Group
Florida
$515K 3,335 -3 -0.1%
PAS
29
Park Avenue Securities
New York
$491K 3,177 +3,177 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$465K 3,007 – –
SS
31
Sunbelt Securities
Texas
$413K 2,781 +25 +0.9%
PCH
32
PGIM Custom Harvest
New Jersey
$369K 2,390 – –
NA
33
NewEdge Advisors
Louisiana
$364K 2,358 +8 +0.3%
CWS
34
Cypress Wealth Services
California
$303K 1,963 +7 +0.4%
CL
35
Choreo LLC
Illinois
$303K 1,959 -13 -0.7%
TWC
36
TD Waterhouse Canada
Ontario, Canada
$300K 1,927 – –
TA
37
TKG Advisors
Indiana
$300K 1,939 +3 +0.2%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$299K 1,938 +247 +15%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$293K 1,899 -134 -7%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$267K 1,727 +924 +115%
APWA
41
Atlas Private Wealth Advisors
New Jersey
$238K 1,538 +80 +5%
JWCA
42
J.W. Cole Advisors
Florida
$234K 1,512 +67 +5%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$225K 1,458 +3 +0.2%
First Trust Advisors
44
First Trust Advisors
Illinois
$223K 1,442 +1,442 New
OFO
45
OneAscent Family Office
Alabama
$216K 1,397 +1,397 New
UBS Group
46
UBS Group
Switzerland
$216K 1,395 +419 +43%
Raymond James Financial
47
Raymond James Financial
Florida
$151K 975 +975 New
IWA
48
Icon Wealth Advisors
Texas
$130K 842 – –
CIAS
49
Capital Investment Advisory Services
North Carolina
$126K 814 – –
PS
50
Principal Securities
Iowa
$110K 710 -92,674 -99%
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