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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

40 hedge funds and large institutions have $164M invested in iShares MSCI USA Size Factor ETF in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+10
Holders Change %
+33.33%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
8
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$39.6M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$9.71M
3
Bank of America
3
Bank of America
North Carolina
$11.6M
4
Jane Street
4
Jane Street
New York
$8.26M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.12M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.21M
2
USAA
2
United Services Automobile Association
Texas
$28.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.57M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.14M
5
TRCT
5
Tower Research Capital (TRC)
New York
$255K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$63K -$2.25K -25 -3%
Citigroup
27
Citigroup
New York
$49K +$49K +552 New
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$45K +$37.3K +427 +485%
ASN
29
Advisory Services Network
Georgia
$39K -$15.8K -179 -29%
AG
30
Advisor Group
Arizona
$34K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$31K -$375K -4,236 -92%
RIA
32
Realta Investment Advisors
Delaware
$18K +$18K +207 New
FHA
33
Flagship Harbor Advisors
Massachusetts
$16K – – –
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$10K +$10K +81 New
Fidelity Investments
35
Fidelity Investments
Massachusetts
$9K – – –
RWG
36
Regal Wealth Group
California
$6K +$6K +70 New
CA
37
Cetera Advisors
Colorado
$5K +$5K +58 New
AIC
38
Ameritas Investment Company
Nebraska
$1K +$1K +16 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
– -$209K -2,725 Closed
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
– -$202K -2,641 Closed
AIP
41
Almanack Investment Partners
Pennsylvania
– -$147K -1,914 Closed
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