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iShares MSCI USA Size Factor ETF

78 hedge funds and large institutions have $414M invested in iShares MSCI USA Size Factor ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

25.15% more ownership

Funds ownership: 46.27%71.42% (+25%)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

4% more capital invested

Capital invested by funds: $400M → $414M (+$14.4M)

0% more funds holding

Funds holding: 7878 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

23% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 30

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.02M

Holders
78
Holders Change
Holders Change %
0%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
23
Reduced
30
Closed
7
Calls
Puts
$2.02M
Net Calls
-$2.02M
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.3M -$118K -902 -8%
GSC
27
G&S Capital
Colorado
$1.16M +$48.7K +371 +4%
WBG
28
Wharton Business Group
Pennsylvania
$1.08M +$831K +6,325 +291%
5L
29
55I LLC
Massachusetts
$1.08M -$10.8K -82 -1%
C1AG
30
Client 1st Advisory Group
Florida
$1.05M -$138K -1,050 -11%
TRCT
31
Tower Research Capital (TRC)
New York
$933K -$1.69M -12,832 -64%
HIM
32
HawsGoodwin Investment Management
Tennessee
$775K
CPO
33
Cerity Partners OCIO
New York
$695K
UBS Group
34
UBS Group
Switzerland
$651K +$1.05K +8 +0.2%
CAN
35
Cetera Advisor Networks
California
$600K -$2.76K -21 -0.4%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$584K -$54.9K -418 -8%
BFG
37
Beacon Financial Group
Texas
$573K
KFGK
38
Keystone Financial Group (Kentucky)
Kentucky
$560K
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$545K -$5.26M -40,073 -90%
BWM
40
BCGM Wealth Management
Indiana
$508K -$7.88K -60 -2%
MML Investors Services
41
MML Investors Services
Massachusetts
$407K -$3.55K -27 -0.8%
Citadel Advisors
42
Citadel Advisors
Florida
$403K -$2.75M -20,902 -87%
IC
43
Inscription Capital
Texas
$397K +$408K +3,108 New
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$383K -$30.2K -230 -7%
FANJ
45
Financial Architects (New Jersey)
New Jersey
$374K +$385K +2,930 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$349K
VFM
47
Vivid Financial Management
California
$326K -$31.6K -241 -9%
WP
48
WealthSource Partners
California
$311K -$54.5K -415 -15%
MA
49
Mutual Advisors
Nebraska
$300K -$9.85K -75 -3%
CC
50
Courier Capital
New York
$299K

SIZE Hedge Fund Activity: Q3 2021 in Review

78 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q3 2021, worth a combined $414M — up 3.6% from $400M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SIZE positions and 7 closed out — a net gain of 1 holder — while 23 added to existing stakes and 30 trimmed.

The largest buyer was BlackRock, adding an estimated $18.8M. The largest seller was Jane Street, exiting entirely with an estimated $8.64M sold.

  • 78 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $414M of iShares MSCI USA Size Factor ETF stock for Q3 2021, up 3.6% quarter-over-quarter.
  • 8 funds opened new iShares MSCI USA Size Factor ETF positions in Q3 2021 and 7 closed out, a net change of +1 holder.
  • The largest iShares MSCI USA Size Factor ETF buyer in Q3 2021 was BlackRock, an estimated $18.8M added.
  • The largest iShares MSCI USA Size Factor ETF seller in Q3 2021 was Jane Street, an estimated $8.64M sold.

Based on aggregated 13F filings for Q3 2021.