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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

143 hedge funds and large institutions have $805M invested in iShares MSCI USA Size Factor ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 36 increasing their positions, 64 reducing their positions, and 23 closing their positions.

Holders
143
Holders Change
+12
Holders Change %
+9.16%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
39
Increased
36
Reduced
64
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$9.91M
2
M&T Bank
2
M&T Bank
New York
$6.69M
3
Bank of America
3
Bank of America
North Carolina
$61.6M
4
PA
4
Parallel Advisors
California
$11.3M
5
BCM
5
Brookstone Capital Management
Illinois
$2.26M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$227M
2
BlackRock
2
BlackRock
New York
$150M
3
LPL Financial
3
LPL Financial
California
$38.8M
4
PAS
4
Park Avenue Securities
New York
$29.5M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$3.33M -$2.01M -28,090 -38%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$3.18M -$1.66M -24,138 -34%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$3.17M -$728K -10,192 -19%
UBS Group
29
UBS Group
Switzerland
$3.04M +$210K +2,943 +7%
IWP
30
Icon Wealth Partners
Texas
$2.78M -$1.69M -23,734 -38%
AI
31
Atria Investments
North Carolina
$2.7M -$1.53M -21,497 -36%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$2.64M +$1.15M +16,176 +78%
SHIM
33
Stone House Investment Management
Pennsylvania
$2.55M -$617K -8,639 -19%
NA
34
NewEdge Advisors
Louisiana
$2.28M -$1.71M -24,001 -43%
CFG
35
Cooper Financial Group
California
$2.26M -$2.08M -29,198 -48%
BCM
36
Brookstone Capital Management
Illinois
$2.26M +$2.26M +31,646 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.19M +$1.31M +18,388 +150%
SW
38
SteelPeak Wealth
California
$2.14M +$2.14M +29,954 New
CS
39
Credit Suisse
Switzerland
$2.13M +$1.25M +17,484 +142%
US Bancorp
40
US Bancorp
Minnesota
$2.02M – – –
SHJ
41
Sharkey, Howes & Javer
Colorado
$1.94M -$929K -13,012 -32%
SMG
42
Spectrum Management Group
Indiana
$1.9M +$1.9M +26,638 New
SXL
43
Summit X LLC
Missouri
$1.82M -$455K -6,451 -20%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$1.71M +$688K +9,636 +67%
HIM
45
HawsGoodwin Investment Management
Tennessee
$1.49M +$1.49M +20,923 New
C1AG
46
Client 1st Advisory Group
Florida
$1.47M -$249K -3,492 -14%
HighTower Advisors
47
HighTower Advisors
Illinois
$1.43M -$695K -9,925 -33%
SCA
48
Snowden Capital Advisors
New York
$1.4M -$258K -3,617 -16%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$1.32M +$940K +13,165 +245%
AF
50
Advisornet Financial
Minnesota
$1.3M +$974K +13,649 +296%
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