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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

88 hedge funds and large institutions have $354M invested in iShares MSCI USA Size Factor ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-55
Holders Change %
-38.46%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
16
Increased
25
Reduced
44
Closed
70
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QA
1
Quantitative Advantage
Minnesota
$25.7M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.87M
3
CFG
3
Cooper Financial Group
California
$6.57M
4
VFM
4
Vivid Financial Management
California
$4.22M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.42M
2
BlackRock
2
BlackRock
New York
$113M
3
LPL Financial
3
LPL Financial
California
$2.87M
4
PAS
4
Park Avenue Securities
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
C1AG
26
Client 1st Advisory Group
Florida
$2.18M +$286K +3,112 +15%
AWM
27
AE Wealth Management
Kansas
$1.96M +$629K +7,179 +47%
SS
28
Simplicity Solutions
Minnesota
$1.9M +$869K +9,921 +84%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.79M -$892K -10,183 -33%
ACM
30
Anfield Capital Management
California
$1.76M +$830K +9,474 +90%
RCA
31
Rowland Carmichael Advisors
Arizona
$1.4M +$1.06M +12,074 +308%
APW
32
Austin Private Wealth
Texas
$1.38M +$1.08M +12,303 +359%
5L
33
55I LLC
Massachusetts
$1.35M +$1.35M +15,396 New
Jane Street
34
Jane Street
New York
$1.08M +$1.08M +12,314 New
US Bancorp
35
US Bancorp
Minnesota
$1.07M -$1.41M -16,143 -57%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.07M -$557K -6,353 -34%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.03M -$1.07M -12,221 -51%
Wells Fargo
38
Wells Fargo
California
$834K -$8.1M -92,476 -91%
FFN
39
Focus Financial Network
Minnesota
$830K +$830K +9,472 New
UBS Group
40
UBS Group
Switzerland
$805K -$2.92M -33,384 -78%
CC
41
Copperleaf Capital
North Carolina
$686K -$13.8K -158 -2%
FAIM
42
Financial Advocates Investment Management
Washington
$650K +$20.4K +231 +3%
SFS
43
Sowell Financial Services
Arkansas
$636K -$244K -2,783 -28%
BAM
44
Belpointe Asset Management
Nevada
$634K +$255K +2,918 +67%
HIM
45
HawsGoodwin Investment Management
Tennessee
$622K -$1.21M -13,825 -66%
SCA
46
Snowden Capital Advisors
New York
$581K -$1.13M -12,909 -66%
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$495K +$278K +3,177 +129%
Lido Advisors
48
Lido Advisors
California
$480K +$199K +2,268 +71%
GSC
49
G&S Capital
Colorado
$418K +$56.1K +640 +15%
RFN
50
RDA Financial Network
Iowa
$411K +$135K +1,539 +49%
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