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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

101 hedge funds and large institutions have $584M invested in iShares MSCI USA Size Factor ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 21 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
101
Holders Change
+12
Holders Change %
+13.48%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
21
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TEE
1
Tibra Equities Europe
United Kingdom
$81.2M
2
SG Americas Securities
2
SG Americas Securities
New York
$81.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$34.1M
4
5L
4
55I LLC
Massachusetts
$7.41M
5
BlackRock
5
BlackRock
New York
$141M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
CFG
2
Cooper Financial Group
California
$4.01M
3
Bank of America
3
Bank of America
North Carolina
$60.7M
4
VFM
4
Vivid Financial Management
California
$2.7M
5
TRCT
5
Tower Research Capital (TRC)
New York
$99K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
Parallel Advisors
California
$2.43M -$284K -2,551 -10%
Lido Advisors
27
Lido Advisors
California
$2.38M +$1.25M +11,258 +111%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$2.21M -$2.27M – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.11M -$600K -5,395 -22%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.99M -$1.27M -11,439 -39%
HGWM
31
Horst & Graben Wealth Management
Oregon
$1.97M -$1.73M -15,599 -47%
FFN
32
Focus Financial Network
Minnesota
$1.95M +$65.7K +591 +3%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$1.85M -$996K -8,956 -35%
SWP
34
Stratos Wealth Partners
Ohio
$1.75M +$1.75M +15,781 New
Ameriprise
35
Ameriprise
Minnesota
$1.75M +$1.31M +11,759 +295%
CC
36
Copperleaf Capital
North Carolina
$1.73M +$782K +7,033 +83%
ACM
37
Anfield Capital Management
California
$1.6M -$192K -1,728 -11%
APW
38
Austin Private Wealth
Texas
$1.54M -$1.19M -10,700 -44%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.48M +$1.48M +13,307 New
Wells Fargo
40
Wells Fargo
California
$1.42M -$511K -4,592 -26%
AF
41
Advisornet Financial
Minnesota
$1.29M -$1.14M -10,237 -47%
CWA
42
Clearview Wealth Advisors
Oregon
$979K +$979K +8,808 New
AWM
43
AE Wealth Management
Kansas
$945K +$945K +8,499 New
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$834K -$377K -3,393 -31%
SPAS
45
Spectrum Planning & Advisory Services
California
$811K +$811K +7,299 New
HIM
46
HawsGoodwin Investment Management
Tennessee
$788K – – –
GSC
47
G&S Capital
Colorado
$738K +$162K +1,460 +28%
MA
48
Mutual Advisors
Nebraska
$657K +$35.9K +323 +6%
RCA
49
Rowland Carmichael Advisors
Arizona
$637K -$1.22M -10,979 -66%
CFA
50
Carroll Financial Associates
North Carolina
$633K +$306K +2,756 +94%
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