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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

66 hedge funds and large institutions have $253M invested in iShares MSCI USA Size Factor ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
18
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$62.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.31M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.36M
4
Goldman Sachs
4
Goldman Sachs
New York
$6.5M
5
PS
5
Principal Securities
Iowa
$13.9M

Top Sellers

1
BlackRock
1
BlackRock
New York
$58M
2
Jane Street
2
Jane Street
New York
$1.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$6.41M
5
Lido Advisors
5
Lido Advisors
California
$2.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
C1AG
26
Client 1st Advisory Group
Florida
$496K -$23.6K -159 -5%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$461K +$132K +888 +40%
Wells Fargo
28
Wells Fargo
California
$450K +$37.3K +251 +9%
SS
29
Sunbelt Securities
Texas
$412K -$10.7K -72 -3%
UBS Group
30
UBS Group
Switzerland
$369K -$15.1K -102 -4%
NA
31
NewEdge Advisors
Louisiana
$338K – – –
MML Investors Services
32
MML Investors Services
Massachusetts
$334K -$302K -2,034 -47%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$304K -$23.5K -158 -7%
TA
34
TKG Advisors
Indiana
$300K +$1.86K +12 +0.6%
PAS
35
Park Avenue Securities
New York
$295K +$295K +1,986 New
CL
36
Choreo LLC
Illinois
$293K – – –
CWS
37
Cypress Wealth Services
California
$289K +$1.34K +9 +0.5%
OIA
38
OneDigital Investment Advisors
Kansas
$281K +$49.9K +336 +22%
FCH
39
Freestone Capital Holdings
Washington
$276K -$13.2K -89 -5%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$266K -$23K -155 -8%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$224K -$197K -1,324 -47%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$217K -$261K -1,758 -55%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$216K +$1.64K +11 +0.8%
APWA
44
Atlas Private Wealth Advisors
New Jersey
$215K +$215K +1,446 New
Ameriprise
45
Ameriprise
Minnesota
$209K -$1.63K -11 -0.8%
OFS
46
OneAscent Financial Services
Alabama
$207K +$207K +1,397 New
TWC
47
TD Waterhouse Canada
Ontario, Canada
$197K +$42.5K +287 +27%
HI
48
Harbour Investments
Wisconsin
$143K -$594 -4 -0.4%
IWA
49
Icon Wealth Advisors
Texas
$141K – – –
CIAS
50
Capital Investment Advisory Services
North Carolina
$122K -$14.4K -97 -11%
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