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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

66 hedge funds and large institutions have $271M 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, 20 reducing their positions, and 8 closing their positions.

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
0.89%
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
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Strategic Financial Services
New York
$16M
2
Ameriprise
2
Ameriprise
Minnesota
$9.01M
3
Goldman Sachs
3
Goldman Sachs
New York
$9.72M
4
Bank of America
4
Bank of America
North Carolina
$76.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.46M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.1M
2
PS
2
Principal Securities
Iowa
$110K
3
Jane Street
3
Jane Street
New York
$0
4
Lido Advisors
4
Lido Advisors
California
$2.29M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$108K 698 -12 -2%
MCM
52
MAI Capital Management
Ohio
$79.6K 515 – –
Fidelity Investments
53
Fidelity Investments
Massachusetts
$31K 200 -525 -72%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$30.9K 200 – –
FFA
55
Farther Finance Advisors
California
$20.7K 134 -235 -64%
BFP
56
Briaud Financial Planning
Texas
$14K 92 +92 New
CA
57
CoreCap Advisors
Michigan
$12.1K 78 -194 -71%
US Bancorp
58
US Bancorp
Minnesota
$10K 65 – –
MHR
59
Matthew Hamilton Rosenberg
$9.74K 63 – –
PWA
60
Physician Wealth Advisors
Utah
$8.49K 55 – –
AWM
61
AE Wealth Management
Kansas
$7.88K 51 – –
GRP
62
Global Retirement Partners
California
$7.37K 48 +48 New
SRCM
63
Signature Resources Capital Management
California
$6.18K 40 +40 New
AF
64
Advisornet Financial
Minnesota
$2.16K 14 +14 New
ACA
65
Aptus Capital Advisors
Alabama
$1.64K 11 -27 -71%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$618 4 +4 New
BTI
67
Blue Trust Inc
Georgia
– – – –
Jane Street
68
Jane Street
New York
– – -9,890 Closed
Citadel Advisors
69
Citadel Advisors
Florida
– – -4,137 Closed
Mariner
70
Mariner
Kansas
– – -2,750 Closed
FCH
71
Freestone Capital Holdings
Washington
– – -1,721 Closed
GWM
72
Geneos Wealth Management
Colorado
– – -124 Closed
FWA
73
FSC Wealth Advisors
New York
– – -117 Closed
SFG
74
Stonebridge Financial Group
Pennsylvania
– – -50 Closed
SIM
75
Synergy Investment Management
Florida
– – -40 Closed
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