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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

89 hedge funds and large institutions have $350M invested in iShares MSCI USA Size Factor ETF in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
35
Reduced
31
Closed
14
Calls
–
Puts
$219K
Net Calls
-$219K
Net Calls Change
-$219K

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$7.09M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.87M
3
TRCT
3
Tower Research Capital (TRC)
New York
$2.29M
4
SMG
4
Smart Money Group
Texas
$1.89M
5
5L
5
55I LLC
Massachusetts
$3.29M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$19.9M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$1.02M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$2.27M
4
CS
4
Credit Suisse
Switzerland
$0
5
BlackRock
5
BlackRock
New York
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
Parallel Advisors
California
$2.29M -$525K -5,599 -19%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.28M +$362K +3,856 +19%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$2.27M -$5.71M -80,055 Closed
AF
29
Advisornet Financial
Minnesota
$2.05M -$463K -4,941 -18%
SMG
30
Smart Money Group
Texas
$1.89M +$1.89M +20,113 New
Wells Fargo
31
Wells Fargo
California
$1.62M +$732K +7,808 +82%
FFN
32
Focus Financial Network
Minnesota
$1.59M +$697K +7,437 +79%
RCA
33
Rowland Carmichael Advisors
Arizona
$1.57M +$66.9K +714 +4%
ACM
34
Anfield Capital Management
California
$1.52M -$365K -3,888 -19%
Jane Street
35
Jane Street
New York
$1.23M +$73.2K +780 +6%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$1.02M -$10.4M -110,770 -91%
CF
37
Centaurus Financial
California
$1M +$1M +10,690 New
Lido Advisors
38
Lido Advisors
California
$950K +$437K +4,657 +85%
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$893K +$364K +3,880 +69%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$810K -$332K -3,543 -29%
CC
41
Copperleaf Capital
North Carolina
$797K +$62.9K +671 +9%
RA
42
RFG Advisory
Alabama
$778K +$467K +4,982 +150%
UBS Group
43
UBS Group
Switzerland
$745K -$117K -1,246 -14%
T
44
TRUADVICE
Florida
$745K +$745K +7,643 New
BAM
45
Belpointe Asset Management
Nevada
$716K +$36.9K +394 +5%
HIM
46
HawsGoodwin Investment Management
Tennessee
$665K -$750 -8 -0.1%
SCA
47
Snowden Capital Advisors
New York
$589K -$33.4K -356 -5%
CAS
48
Cascadia Advisory Services
Oregon
$577K +$197K +2,102 +52%
SWA
49
Stratos Wealth Advisors
Ohio
$549K +$216K +2,303 +65%
MA
50
Mutual Advisors
Nebraska
$524K +$161K +1,719 +44%
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