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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

83 hedge funds and large institutions have $403M invested in iShares MSCI USA Size Factor ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 40 reducing their positions, and 29 closing their positions.

Holders
83
Holders Change
-18
Holders Change %
-17.82%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
19
Reduced
40
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$78.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.5M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$4.2M
5
Barclays
5
Barclays
United Kingdom
$2.88M

Top Sellers

1
TEE
1
Tibra Equities Europe
United Kingdom
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
QA
3
Quantitative Advantage
Minnesota
$0
4
BlackRock
4
BlackRock
New York
$143M
5
5L
5
55I LLC
Massachusetts
$849K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
Anfield Capital Management
California
$1.6M -$136K -1,134 -8%
Wells Fargo
27
Wells Fargo
California
$1.44M -$94.4K -786 -6%
BCP
28
Blackhawk Capital Partners
Wisconsin
$1.33M +$1.33M +11,970 New
GSC
29
G&S Capital
Colorado
$897K +$99K +824 +12%
HIM
30
HawsGoodwin Investment Management
Tennessee
$850K -$960 -8 -0.1%
5L
31
55I LLC
Massachusetts
$849K -$7.16M -59,600 -89%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$814K -$1.46M -12,154 -64%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$661K +$151K +1,256 +30%
UBS Group
34
UBS Group
Switzerland
$621K -$56.4K -470 -8%
CPO
35
Cerity Partners OCIO
New York
$570K +$40.2K +335 +8%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$552K -$349K -2,907 -39%
CAN
37
Cetera Advisor Networks
California
$536K +$536K +4,467 New
KFGK
38
Keystone Financial Group (Kentucky)
Kentucky
$526K -$27.7K -231 -5%
BFG
39
Beacon Financial Group
Texas
$512K – – –
MML Investors Services
40
MML Investors Services
Massachusetts
$506K -$1.64M -13,688 -76%
BWM
41
BCGM Wealth Management
Indiana
$476K +$740 +6 +0.2%
HWMA
42
Heritage Wealth Management (Arizona)
Arizona
$452K +$452K +3,762 New
MA
43
Mutual Advisors
Nebraska
$427K -$282K -2,352 -40%
Simplex Trading
44
Simplex Trading
Illinois
$411K +$411K +3,424 New
CC
45
Courier Capital
New York
$372K – – –
WP
46
WealthSource Partners
California
$358K -$32K -267 -8%
VFM
47
Vivid Financial Management
California
$355K -$2.56M -21,323 -88%
CFA
48
Carroll Financial Associates
North Carolina
$339K -$344K -2,869 -50%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$328K +$328K +2,731 New
RA
50
RFG Advisory
Alabama
$272K -$127K -1,058 -32%
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