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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

40 hedge funds and large institutions have $162M invested in iShares MSCI USA Size Factor ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
9
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$25.5M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$24.3M
3
BlackRock
3
BlackRock
New York
$47.2M
4
Jane Street
4
Jane Street
New York
$5.67M
5
Bank of America
5
Bank of America
North Carolina
$21.5M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$520K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.54M
4
Stifel Financial
4
Stifel Financial
Missouri
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$705K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$338K +$338K +3,727 New
RFN
27
RDA Financial Network
Iowa
$309K +$309K +3,267 New
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$302K -$27.7K -306 -8%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$221K +$5.09K +56 +2%
MML Investors Services
30
MML Investors Services
Massachusetts
$209K -$62.4K -687 -23%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$81K +$9.15K +101 +13%
ASN
32
Advisory Services Network
Georgia
$80K – – –
Citigroup
33
Citigroup
New York
$50K – – –
AG
34
Advisor Group
Arizona
$35K – – –
RIA
35
Realta Investment Advisors
Delaware
$28K – – –
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
Fidelity Investments
37
Fidelity Investments
Massachusetts
$9K +$545 +6 +6%
RWG
38
Regal Wealth Group
California
$6K – – –
SFS
39
Sowell Financial Services
Arkansas
$5K +$5K +50 New
AIC
40
Ameritas Investment Company
Nebraska
$2K +$2K +20 New
USAA
41
United Services Automobile Association
Texas
– -$29.6M -325,000 Closed
Stifel Financial
42
Stifel Financial
Missouri
– -$881K -9,703 Closed
AIP
43
Almanack Investment Partners
Pennsylvania
– -$174K -1,914 Closed
PCP
44
Proficio Capital Partners
Massachusetts
– -$91K -1,000 Closed
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