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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

65 hedge funds and large institutions have $254M invested in iShares MSCI USA Size Factor ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
19
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$7.39M
2
Osaic Holdings
Osaic Holdings
Arizona
+$4.24M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.71M
4
Citadel Advisors
Citadel Advisors
Florida
+$602K
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$550K

Top Sellers

1
BlackRock
BlackRock
New York
-$4.04M
2
Morgan Stanley
Morgan Stanley
New York
-$2.73M
3
JRFS
James Reed Financial Services
Ohio
-$619K
4
Goldman Sachs
Goldman Sachs
New York
-$523K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$444K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
26
Jones Financial Companies
Missouri
$567K +$550K +3,805 +3,309%
C1AG
27
Client 1st Advisory Group
Florida
$485K – – –
Wells Fargo
28
Wells Fargo
California
$457K +$16.9K +116 +4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$437K +$218K +1,500 +100%
SS
30
Sunbelt Securities
Texas
$401K -$3.64K -25 -0.9%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$400K -$51.7K -355 -11%
Mariner
32
Mariner
Kansas
$400K +$400K +2,750 New
PCH
33
PGIM Custom Harvest
New Jersey
$348K -$188K -1,294 -35%
NA
34
NewEdge Advisors
Louisiana
$342K +$10.6K +73 +3%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$296K -$2.33K -16 -0.8%
CL
36
Choreo LLC
Illinois
$287K – – –
CWS
37
Cypress Wealth Services
California
$284K +$1.02K +7 +0.4%
TA
38
TKG Advisors
Indiana
$282K -$145 -1 -0.1%
TWC
39
TD Waterhouse Canada
Ontario, Canada
$280K +$86.2K +593 +44%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$266K +$266K +1,828 New
FCH
41
Freestone Capital Holdings
Washington
$250K -$19.9K -137 -7%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$246K -$15K -103 -6%
APWA
43
Atlas Private Wealth Advisors
New Jersey
$212K +$1.75K +12 +0.8%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$212K +$291 +2 +0.1%
JWCA
45
J.W. Cole Advisors
Florida
$210K +$210K +1,445 New
Ameriprise
46
Ameriprise
Minnesota
$205K +$145 +1 +0.1%
UBS Group
47
UBS Group
Switzerland
$142K -$219K -1,508 -61%
IWA
48
Icon Wealth Advisors
Texas
$122K -$15.3K -105 -11%
CIAS
49
Capital Investment Advisory Services
North Carolina
$118K -$1.16K -8 -1%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$117K – – –
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