SIZE icon

iShares MSCI USA Size Factor ETF
SIZE

Overview Fund Activity

131 hedge funds and large institutions have $1.41B invested in iShares MSCI USA Size Factor ETF in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
131
Holders Change
+91
Holders Change %
+227.5%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
94
Increased
21
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$470M
2
BlackRock
2
BlackRock
New York
$249M
3
LPL Financial
3
LPL Financial
California
$80.1M
4
PAS
4
Park Avenue Securities
New York
$57.7M
5
Bank of America
5
Bank of America
North Carolina
$76M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$21.9M
2
Victory Capital Management
2
Victory Capital Management
Texas
$24M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$523K
4
PP
4
Prudential plc
United Kingdom
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$379K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$6.95M +$6.63M +68,028 +2,039%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$6.86M +$6.86M +70,424 New
IWP
28
Icon Wealth Partners
Texas
$6.1M +$6.1M +62,645 New
CFG
29
Cooper Financial Group
California
$5.93M +$5.93M +60,868 New
AI
30
Atria Investments
North Carolina
$5.78M +$5.78M +59,302 New
NA
31
NewEdge Advisors
Louisiana
$5.45M +$5.45M +55,962 New
Bank of New York Mellon
32
Bank of New York Mellon
New York
$5.31M +$5.31M +54,530 New
BRWA
33
B. Riley Wealth Advisors
Florida
$5.15M +$1.98M +20,342 +63%
SHIM
34
Stone House Investment Management
Pennsylvania
$4.32M +$4.32M +44,315 New
AWM
35
AE Wealth Management
Kansas
$4.06M +$3.7M +37,959 +1,018%
SHJ
36
Sharkey, Howes & Javer
Colorado
$3.92M +$3.92M +40,238 New
UBS Group
37
UBS Group
Switzerland
$3.86M +$2.69M +27,621 +230%
CS
38
Comerica Securities
Michigan
$3.25M +$3.25M +33,309 New
SXL
39
Summit X LLC
Missouri
$3.15M +$3.15M +32,226 New
Goldman Sachs
40
Goldman Sachs
New York
$3.01M – – –
HighTower Advisors
41
HighTower Advisors
Illinois
$2.96M +$2.96M +30,313 New
FAAS
42
First Allied Advisory Services
California
$2.94M +$2.94M +30,128 New
CFGS
43
Concourse Financial Group Securities
Alabama
$2.78M +$2.78M +28,483 New
HPC
44
Hobart Private Capital
North Carolina
$2.77M +$2.77M +28,479 New
US Bancorp
45
US Bancorp
Minnesota
$2.76M -$19.5K -200 -0.7%
PFG
46
PAX Financial Group
Texas
$2.57M +$2.57M +25,606 New
CAM
47
Concorde Asset Management
Michigan
$2.42M +$2.42M +24,850 New
C1AG
48
Client 1st Advisory Group
Florida
$2.35M +$2.35M +24,137 New
SCA
49
Snowden Capital Advisors
New York
$2.26M +$2.26M +23,162 New
LFG
50
LifePlan Financial Group
Ohio
$2.16M +$2.16M +22,119 New
1
2
3 4 5