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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

67 hedge funds and large institutions have $277M invested in iShares MSCI USA Size Factor ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
25
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Strategic Financial Services
New York
+$16M
2
Ameriprise
Ameriprise
Minnesota
+$8.79M
3
Goldman Sachs
Goldman Sachs
New York
+$3.51M
4
Bank of America
Bank of America
North Carolina
+$3.39M
5
Morgan Stanley
Morgan Stanley
New York
+$2.69M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.8M
2
PS
Principal Securities
Iowa
-$14.3M
3
Jane Street
Jane Street
New York
-$1.44M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.13M
5
Lido Advisors
Lido Advisors
California
-$651K
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
26
Strategic Blueprint
Georgia
$626K -$13.8K -89 -2%
BWM
27
BCGM Wealth Management
Indiana
$613K -$155 -1 -0%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$582K +$299K +1,938 +106%
C1AG
29
Client 1st Advisory Group
Florida
$515K -$464 -3 -0.1%
PAS
30
Park Avenue Securities
New York
$491K +$491K +3,177 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$465K – – –
SS
32
Sunbelt Securities
Texas
$413K +$3.71K +25 +0.9%
PCH
33
PGIM Custom Harvest
New Jersey
$369K – – –
NA
34
NewEdge Advisors
Louisiana
$364K +$1.24K +8 +0.3%
CWS
35
Cypress Wealth Services
California
$303K +$1.08K +7 +0.4%
CL
36
Choreo LLC
Illinois
$303K -$2.01K -13 -0.7%
TWC
37
TD Waterhouse Canada
Ontario, Canada
$300K – – –
TA
38
TKG Advisors
Indiana
$300K +$464 +3 +0.2%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$299K +$38.1K +247 +15%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$293K -$20.7K -134 -7%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$267K +$143K +924 +115%
APWA
42
Atlas Private Wealth Advisors
New Jersey
$238K +$12.4K +80 +5%
JWCA
43
J.W. Cole Advisors
Florida
$234K +$10.4K +67 +5%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$225K +$463 +3 +0.2%
First Trust Advisors
45
First Trust Advisors
Illinois
$223K +$223K +1,442 New
OFO
46
OneAscent Family Office
Alabama
$216K +$216K +1,397 New
UBS Group
47
UBS Group
Switzerland
$216K +$64.8K +419 +43%
Raymond James Financial
48
Raymond James Financial
Florida
$151K +$151K +975 New
IWA
49
Icon Wealth Advisors
Texas
$130K – – –
CIAS
50
Capital Investment Advisory Services
North Carolina
$126K – – –
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