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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

63 hedge funds and large institutions have $189M invested in iShares MSCI USA Size Factor ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
17
Reduced
27
Closed
7
Calls
$264K
Puts
–
Net Calls
+$264K
Net Calls Change
+$29K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.27M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.54M
3
HH
3
Hilltop Holdings
Texas
$1.14M
4
CC
4
Courier Capital
New York
$224K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$4.87M

Top Sellers

1
BlackRock
1
BlackRock
New York
$57.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Jane Street
3
Jane Street
New York
$1.41M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$157K
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
26
MA Private Wealth
California
$299K -$125K -951 -30%
NA
27
NewEdge Advisors
Louisiana
$298K -$30.1K -228 -9%
WP
28
WealthSource Partners
California
$292K – – –
TA
29
TKG Advisors
Indiana
$273K +$6.33K +48 +2%
CL
30
Choreo LLC
Illinois
$265K -$659 -5 -0.2%
FCH
31
Freestone Capital Holdings
Washington
$260K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$256K +$17.4K +132 +7%
CWS
33
Cypress Wealth Services
California
$253K +$2.11K +16 +0.8%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$252K +$17.5K +133 +7%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$241K +$11.3K +86 +5%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$236K +$5.55K +42 +2%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$232K -$70.3K -533 -23%
CC
38
Courier Capital
New York
$224K +$224K +1,700 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$189K +$62.3K +472 +49%
AF
40
Advisornet Financial
Minnesota
$170K -$6.07K -46 -3%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$157K -$693K -5,249 -82%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$128K -$132 -1 -0.1%
HI
43
Harbour Investments
Wisconsin
$127K -$791 -6 -0.6%
IWA
44
Icon Wealth Advisors
Texas
$125K +$125K +947 New
CIAS
45
Capital Investment Advisory Services
North Carolina
$121K -$10.2K -77 -8%
TWC
46
TD Waterhouse Canada
Ontario, Canada
$104K -$3.75K -29 -3%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$102K -$13.6K -103 -12%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$52.9K -$21.5K -163 -29%
FFA
49
Farther Finance Advisors
California
$40.2K – – –
GIA
50
Goodwin Investment Advisory
Georgia
$39K – – –
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