SIZE icon

iShares MSCI USA Size Factor ETF
SIZE

Overview Fund Activity

65 hedge funds and large institutions have $223M invested in iShares MSCI USA Size Factor ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
21
Reduced
20
Closed
3
Calls
–
Puts
$179K
Net Calls
-$179K
Net Calls Change
-$179K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.44M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.85M
3
Citadel Advisors
3
Citadel Advisors
Florida
$889K
4
KFGK
4
Keystone Financial Group (Kentucky)
Kentucky
$621K
5
Jane Street
5
Jane Street
New York
$4.05M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$50.8M
2
WBG
2
Wharton Business Group
Pennsylvania
$0
3
Lido Advisors
3
Lido Advisors
California
$2.94M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$328K
5
Goldman Sachs
5
Goldman Sachs
New York
$5.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$479K 3,220 – –
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$466K 3,131 -26 -0.8%
SS
28
Sunbelt Securities
Texas
$425K 2,853 -32 -1%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$421K 2,831 +997 +54%
Wells Fargo
30
Wells Fargo
California
$413K 2,779 – –
UBS Group
31
UBS Group
Switzerland
$385K 2,586 -143 -5%
NA
32
NewEdge Advisors
Louisiana
$339K 2,277 -70 -3%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$329K 2,214 +7 +0.3%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$328K 2,207 -5,878 -73%
CL
35
Choreo LLC
Illinois
$293K 1,972 -41 -2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$290K 1,949 +305 +19%
FCH
37
Freestone Capital Holdings
Washington
$290K 1,947 – –
CWS
38
Cypress Wealth Services
California
$289K 1,940 +8 +0.4%
TA
39
TKG Advisors
Indiana
$286K 1,925 +3 +0.2%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$270K 1,816 +135 +8%
OIA
41
OneDigital Investment Advisors
Kansas
$231K 1,554 -17 -1%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$215K 1,442 +4 +0.3%
FTUS
43
Flow Traders U.S.
New York
$214K 1,438 +1,438 New
Ameriprise
44
Ameriprise
Minnesota
$211K 1,417 +1,417 New
AGA
45
Arkos Global Advisors
Texas
$208K 1,397 +1,397 New
AF
46
Advisornet Financial
Minnesota
$179K 1,206 +1 +0.1%
TWC
47
TD Waterhouse Canada
Ontario, Canada
$155K 1,047 +638 +156%
HI
48
Harbour Investments
Wisconsin
$144K 965 +1 +0.1%
IWA
49
Icon Wealth Advisors
Texas
$141K 947 – –
CIAS
50
Capital Investment Advisory Services
North Carolina
$137K 919 – –
1
2
3