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iShares MSCI USA Size Factor ETF

64 hedge funds and large institutions have $167M invested in iShares MSCI USA Size Factor ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% 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
8
Increased
13
Reduced
26
Closed
11
Calls
$235K
Puts
Net Calls
+$235K
Net Calls Change
+$235K
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
26
BCGM Wealth Management
Indiana
$374K
NA
27
NewEdge Advisors
Louisiana
$292K -$5.87K -50 -2%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$269K -$15.6K -133 -5%
WP
29
WealthSource Partners
California
$260K
CL
30
Choreo LLC
Illinois
$238K +$20K +170 +9%
TA
31
TKG Advisors
Indiana
$237K -$15.5K -132 -6%
FCH
32
Freestone Capital Holdings
Washington
$232K
Wells Fargo
33
Wells Fargo
California
$231K -$36.6K -312 -14%
CWS
34
Cypress Wealth Services
California
$223K
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$213K +$213K +1,812 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$208K +$208K +1,774 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$205K +$7.28K +62 +4%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$204K +$58.6K +499 +40%
AF
39
Advisornet Financial
Minnesota
$156K
CIAS
40
Capital Investment Advisory Services
North Carolina
$117K
Fidelity Investments
41
Fidelity Investments
Massachusetts
$114K +$117 +1 +0.1%
HI
42
Harbour Investments
Wisconsin
$114K -$10.1K -86 -8%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$113K +$92.5K +787 +452%
IWP
44
Icon Wealth Partners
Texas
$111K
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$103K -$9.86K -84 -9%
TWC
46
TD Waterhouse Canada
Ontario, Canada
$96.6K
SWM
47
Spire Wealth Management
Virginia
$94.4K +$94.4K +804 New
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$66.2K -$4.27M -36,398 -98%
Comerica Bank
49
Comerica Bank
Texas
$45.7K +$45.7K +389 New
FFA
50
Farther Finance Advisors
California
$35.8K -$20.8K -177 -37%