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iShares MSCI USA Size Factor ETF

64 hedge funds and large institutions have $194M invested in iShares MSCI USA Size Factor ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
64
Holders Change
-5
Holders Change %
-7.25%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
10
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
26
Wells Fargo
California
$325K 2,761 -362 -12%
NA
27
NewEdge Advisors
Louisiana
$282K 2,483 -356 -13%
WP
28
WealthShield Partners
North Carolina
$263K 2,233 +26 +1%
WP
29
WealthSource Partners
California
$261K 2,211 -16 -0.7%
FCH
30
Freestone Capital Holdings
Washington
$248K 2,102 -43 -2%
MML Investors Services
31
MML Investors Services
Massachusetts
$247K 2,095 -228 -10%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$246K 2,086 -198 -9%
TA
33
TKG Advisors
Indiana
$240K 2,033 -126 -6%
CWS
34
Cypress Wealth Services
California
$224K 1,897 +8 +0.4%
CL
35
Choreo LLC
Illinois
$203K 1,723 +1,723 New
CC
36
Courier Capital
New York
$200K 1,700 -485 -22%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$199K 1,690 -2 -0.1%
AF
38
Advisornet Financial
Minnesota
$157K 1,333 -44 -3%
HI
39
Harbour Investments
Wisconsin
$128K 1,082 -6 -0.6%
CIAS
40
Capital Investment Advisory Services
North Carolina
$117K 996
Fidelity Investments
41
Fidelity Investments
Massachusetts
$114K 970
IWP
42
Icon Wealth Partners
Texas
$112K 947 +947 New
TWC
43
TD Waterhouse Canada
Ontario, Canada
$97.9K 832 +832 New
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$74.3K 627 +146 +30%
FFA
45
Farther Finance Advisors
California
$66.1K 561 -6 -1%
GIA
46
Goodwin Investment Advisory
Georgia
$34.9K 296
BWM
47
Baystate Wealth Management
Massachusetts
$34.5K 293 -40 -12%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$29K 250
Citigroup
49
Citigroup
New York
$26.8K 227 -93 -29%
BAM
50
Belpointe Asset Management
Nevada
$26.5K 225