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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

59 hedge funds and large institutions have $206M invested in iShares MSCI USA Size Factor ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
21
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.71M
2
Jane Street
2
Jane Street
New York
$3.28M
3
BlackRock
3
BlackRock
New York
$59.1M
4
Bank of America
4
Bank of America
North Carolina
$49.3M
5
PS
5
Principal Securities
Iowa
$12.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$530K
3
KFGK
3
Keystone Financial Group (Kentucky)
Kentucky
$0
4
CC
4
Courier Capital
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$252K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$434K 3,157 +339 +12%
MML Investors Services
27
MML Investors Services
Massachusetts
$421K 3,062 +408 +15%
SS
28
Sunbelt Securities
Texas
$397K 2,885 +1,227 +74%
Wells Fargo
29
Wells Fargo
California
$382K 2,779 +25 +0.9%
UBS Group
30
UBS Group
Switzerland
$375K 2,729 +4 +0.1%
NA
31
NewEdge Advisors
Louisiana
$323K 2,347 +90 +4%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$304K 2,207 -276 -11%
CL
33
Choreo LLC
Illinois
$274K 2,013 – –
FCH
34
Freestone Capital Holdings
Washington
$268K 1,947 – –
CWS
35
Cypress Wealth Services
California
$266K 1,932 +6 +0.3%
TA
36
TKG Advisors
Indiana
$264K 1,922 -169 -8%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$252K 1,834 -1,230 -40%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$231K 1,681 -267 -14%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$226K 1,644 +17 +1%
OIA
40
OneDigital Investment Advisors
Kansas
$216K 1,571 +1,571 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$210K 1,528 -230 -13%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$198K 1,438 +2 +0.1%
AF
43
Advisornet Financial
Minnesota
$166K 1,205 – –
IWA
44
Icon Wealth Advisors
Texas
$136K 947 – –
HI
45
Harbour Investments
Wisconsin
$133K 964 -1 -0.1%
CIAS
46
Capital Investment Advisory Services
North Carolina
$126K 919 – –
TWC
47
TD Waterhouse Canada
Ontario, Canada
$55.8K 409 – –
FFA
48
Farther Finance Advisors
California
$44K 323 +17 +6%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$27.5K 200 – –
EW
50
Element Wealth
Mississippi
$22.4K 163 – –
1
2
3