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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

74 hedge funds and large institutions have $236M invested in iShares MSCI USA Size Factor ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 11 closing their positions.

Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
16
Reduced
31
Closed
11
Calls
$330K
Puts
$220K
Net Calls
+$110K
Net Calls Change
+$1.47M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$7.25M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.96M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.05M
4
FTUS
4
Flow Traders U.S.
New York
$1.95M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$59.2M
2
Bank of America
2
Bank of America
North Carolina
$41.6M
3
Jane Street
3
Jane Street
New York
$738K
4
Morgan Stanley
4
Morgan Stanley
New York
$9.01M
5
ACM
5
Anfield Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GSC
26
G&S Capital
Colorado
$1M -$21K -191 -2%
Wells Fargo
27
Wells Fargo
California
$973K -$423K -3,848 -30%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$743K +$743K +6,754 New
Jane Street
29
Jane Street
New York
$738K -$4.99M -45,311 -87%
C1AG
30
Client 1st Advisory Group
Florida
$679K -$150K -1,367 -18%
CPO
31
Cerity Partners OCIO
New York
$622K -$3.08K -28 -0.5%
TA
32
TKG Advisors
Indiana
$483K +$15.4K +140 +3%
KFGK
33
Keystone Financial Group (Kentucky)
Kentucky
$482K – – –
BWM
34
BCGM Wealth Management
Indiana
$416K -$9.46K -79 -2%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$413K -$16.7K -152 -4%
IC
36
Inscription Capital
Texas
$354K – – –
TRCT
37
Tower Research Capital (TRC)
New York
$330K +$190K +1,728 +136%
MHB
38
Midwest Heritage Bank
Iowa
$307K -$28K -254 -8%
MML Investors Services
39
MML Investors Services
Massachusetts
$302K -$44.2K -401 -13%
NA
40
NewEdge Advisors
Louisiana
$298K +$298K +2,711 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$275K -$60.7K -551 -18%
5L
42
55I LLC
Massachusetts
$255K -$629K -5,717 -71%
WP
43
WealthSource Partners
California
$254K – – –
CC
44
Courier Capital
New York
$240K -$17.6K -160 -7%
FCH
45
Freestone Capital Holdings
Washington
$236K +$20.1K +183 +9%
CWS
46
Cypress Wealth Services
California
$206K +$659 +6 +0.3%
AF
47
Advisornet Financial
Minnesota
$195K -$19.7K -179 -9%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$192K -$34.6K -314 -15%
HI
49
Harbour Investments
Wisconsin
$145K +$145K +1,315 New
CIAS
50
Capital Investment Advisory Services
North Carolina
$110K +$1.1K +10 +1%
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