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iShares MSCI USA Size Factor ETF

67 hedge funds and large institutions have $198M invested in iShares MSCI USA Size Factor ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
17
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$446K -$25K -204 -5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$437K -$252K -2,055 -37%
BWM
28
BCGM Wealth Management
Indiana
$391K +$2.09K +17 +0.5%
NA
29
NewEdge Advisors
Louisiana
$311K +$6.38K +52 +2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$298K -$193K -1,575 -39%
Wells Fargo
31
Wells Fargo
California
$280K -$58.5K -477 -17%
WP
32
WealthSource Partners
California
$271K
TA
33
TKG Advisors
Indiana
$264K +$14.7K +120 +6%
FTUS
34
Flow Traders U.S.
New York
$256K +$256K +2,087 New
MML Investors Services
35
MML Investors Services
Massachusetts
$248K -$8.83K -72 -3%
FCH
36
Freestone Capital Holdings
Washington
$242K -$15.7K -128 -6%
CWS
37
Cypress Wealth Services
California
$240K +$756 +6 +0.3%
CL
38
Choreo LLC
Illinois
$227K +$15.3K +125 +7%
Wolverine Trading
39
Wolverine Trading
Illinois
$217K +$217K +1,784 New
CC
40
Courier Capital
New York
$209K
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$207K -$49.6K -403 -19%
AGA
42
Arkos Global Advisors
Texas
$202K +$202K +1,647 New
AF
43
Advisornet Financial
Minnesota
$164K
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$153K +$75.6K +616 +98%
HI
45
Harbour Investments
Wisconsin
$130K -$3.07K -25 -2%
CIAS
46
Capital Investment Advisory Services
North Carolina
$122K
Fidelity Investments
47
Fidelity Investments
Massachusetts
$119K
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$118K -$89.4K -728 -43%
IWP
49
Icon Wealth Partners
Texas
$116K
TWC
50
TD Waterhouse Canada
Ontario, Canada
$103K