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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

62 hedge funds and large institutions have $200M invested in iShares MSCI USA Size Factor ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
19
Reduced
23
Closed
8
Calls
$285K
Puts
–
Net Calls
+$285K
Net Calls Change
+$21K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.88M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.84M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.96M
4
PS
4
Principal Securities
Iowa
$10.6M
5
Lido Advisors
5
Lido Advisors
California
$4.21M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.71M
2
BlackRock
2
BlackRock
New York
$58.3M
3
Jane Street
3
Jane Street
New York
$0
4
HH
4
Hilltop Holdings
Texas
$0
5
MPW
5
MA Private Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$401K +$141K +990 +54%
Wells Fargo
27
Wells Fargo
California
$392K -$22.2K -156 -5%
UBS Group
28
UBS Group
Switzerland
$388K -$84.9K -597 -18%
MML Investors Services
29
MML Investors Services
Massachusetts
$378K +$378K +2,654 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$353K +$76.6K +539 +28%
NA
31
NewEdge Advisors
Louisiana
$321K – – –
Fidelity Investments
32
Fidelity Investments
Massachusetts
$316K +$178K +1,250 +129%
TA
33
TKG Advisors
Indiana
$297K +$3.13K +22 +1%
CL
34
Choreo LLC
Illinois
$286K – – –
RJFSA
35
Raymond James Financial Services Advisors
Florida
$277K +$5.84K +41 +2%
FCH
36
Freestone Capital Holdings
Washington
$277K -$3.84K -27 -1%
CWS
37
Cypress Wealth Services
California
$274K +$996 +7 +0.4%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$250K – – –
CC
39
Courier Capital
New York
$240K -$1.42K -10 -0.6%
SS
40
Sunbelt Securities
Texas
$236K +$236K +1,658 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$232K -$22.8K -160 -9%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$204K +$426 +3 +0.2%
AF
43
Advisornet Financial
Minnesota
$171K -$11.7K -82 -6%
HI
44
Harbour Investments
Wisconsin
$137K – – –
IWA
45
Icon Wealth Advisors
Texas
$135K – – –
CIAS
46
Capital Investment Advisory Services
North Carolina
$131K – – –
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$66.2K +$9.11K +64 +16%
TWC
48
TD Waterhouse Canada
Ontario, Canada
$57.2K -$55.1K -394 -49%
CA
49
CoreCap Advisors
Michigan
$46.2K +$46.2K +324 New
FFA
50
Farther Finance Advisors
California
$43.3K +$142 +1 +0.3%
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2
3