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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

75 hedge funds and large institutions have $311M invested in iShares MSCI USA Size Factor ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-12
Holders Change %
-13.79%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
19
Reduced
35
Closed
14
Calls
–
Puts
$1.36M
Net Calls
-$1.36M
Net Calls Change
+$541K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.4M
2
Jane Street
2
Jane Street
New York
$6.78M
3
UBS Group
3
UBS Group
Switzerland
$2.74M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$4.71M
5
SPWM
5
Straight Path Wealth Management
Michigan
$1.99M

Top Sellers

1
BlackRock
1
BlackRock
New York
$87.3M
2
Bank of America
2
Bank of America
North Carolina
$62.5M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$0
4
CFC
4
Client First Capital
California
$5.77M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
5L
26
55I LLC
Massachusetts
$1.05M -$58K -445 -5%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.05M -$729K -36,324 -41%
C1AG
28
Client 1st Advisory Group
Florida
$983K -$42.1K -323 -4%
CPO
29
Cerity Partners OCIO
New York
$740K -$5.99K -46 -0.8%
HighTower Advisors
30
HighTower Advisors
Illinois
$653K -$997K -7,671 -60%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$639K +$639K +4,903 New
BFG
32
Beacon Financial Group
Texas
$573K -$13.1K -99 -2%
KFGK
33
Keystone Financial Group (Kentucky)
Kentucky
$571K – – –
CAN
34
Cetera Advisor Networks
California
$558K -$37K -284 -6%
TA
35
TKG Advisors
Indiana
$554K -$58.1K -446 -9%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$509K +$19.8K +152 +4%
BWM
37
BCGM Wealth Management
Indiana
$430K -$25.6K -212 -6%
IC
38
Inscription Capital
Texas
$420K – – –
MML Investors Services
39
MML Investors Services
Massachusetts
$410K -$14.1K -108 -3%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$397K -$88.4K -679 -18%
MHB
41
Midwest Heritage Bank
Iowa
$396K -$15.5K -119 -4%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$390K -$910K -6,960 -70%
CC
43
Courier Capital
New York
$306K – – –
WP
44
WealthSource Partners
California
$301K -$17K -130 -5%
PPA
45
Parametric Portfolio Associates
Washington
$301K +$301K +2,310 New
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$268K -$18.9K -145 -7%
FCH
47
Freestone Capital Holdings
Washington
$256K +$256K +1,962 New
AF
48
Advisornet Financial
Minnesota
$254K -$4.82K -37 -2%
CWS
49
Cypress Wealth Services
California
$244K +$652 +5 +0.3%
FFN
50
Focus Financial Network
Minnesota
$233K +$233K +1,788 New
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