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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

69 hedge funds and large institutions have $202M invested in iShares MSCI USA Size Factor ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
18
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.62M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.51M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$773K
5
UBS Group
5
UBS Group
Switzerland
$824K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
SPWM
2
Straight Path Wealth Management
Michigan
$0
3
BlackRock
3
BlackRock
New York
$59.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.72M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$3.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFGK
26
Keystone Financial Group (Kentucky)
Kentucky
$498K – – –
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$397K -$30.3K -266 -7%
BWM
28
BCGM Wealth Management
Indiana
$380K – – –
Wells Fargo
29
Wells Fargo
California
$355K -$462K -4,058 -57%
NA
30
NewEdge Advisors
Louisiana
$322K +$32.5K +286 +11%
MML Investors Services
31
MML Investors Services
Massachusetts
$264K -$36.4K -320 -12%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$260K -$6.49K -57 -2%
WP
33
WealthSource Partners
California
$253K -$8.99K -79 -3%
WP
34
WealthShield Partners
North Carolina
$251K +$251K +2,207 New
CC
35
Courier Capital
New York
$248K – – –
TA
36
TKG Advisors
Indiana
$246K +$2.27K +20 +0.9%
FCH
37
Freestone Capital Holdings
Washington
$244K – – –
MHB
38
Midwest Heritage Bank
Iowa
$230K -$24.6K -216 -10%
CWS
39
Cypress Wealth Services
California
$215K +$569 +5 +0.3%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$192K – – –
AF
41
Advisornet Financial
Minnesota
$157K – – –
HI
42
Harbour Investments
Wisconsin
$124K -$25.8K -227 -17%
CIAS
43
Capital Investment Advisory Services
North Carolina
$113K – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$110K -$302K -2,656 -73%
FFA
45
Farther Finance Advisors
California
$64.5K +$64.5K +567 New
CA
46
CoreCap Advisors
Michigan
$58.8K +$58.8K +516 New
HWMA
47
Heritage Wealth Management (Arizona)
Arizona
$57.8K +$18.1K +159 +46%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$55K +$55K +481 New
IA
49
IFP Advisors
Florida
$42K +$3.24K +39 +8%
BWM
50
Baystate Wealth Management
Massachusetts
$38K +$38K +333 New
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2
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