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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

131 hedge funds and large institutions have $1.41B invested in iShares MSCI USA Size Factor ETF in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+91
Holders Change %
+227.5%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
94
Increased
21
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$470M
2
BlackRock
2
BlackRock
New York
$249M
3
LPL Financial
3
LPL Financial
California
$80.1M
4
PAS
4
Park Avenue Securities
New York
$57.7M
5
Bank of America
5
Bank of America
North Carolina
$76M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$21.9M
2
Victory Capital Management
2
Victory Capital Management
Texas
$24M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$523K
4
PP
4
Prudential plc
United Kingdom
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$379K
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$2.03M +$2.03M +20,785 New
SS
52
Simplicity Solutions
Minnesota
$1.93M +$1.57M +16,127 +433%
TF
53
Trek Financial
Arizona
$1.92M +$1.92M +19,690 New
RJA
54
Raymond James & Associates
Florida
$1.89M +$1.89M +19,359 New
MBT
55
Montecito Bank & Trust
California
$1.88M +$1.88M +19,337 New
VWA
56
Visionary Wealth Advisors
Illinois
$1.83M +$1.83M +18,798 New
IWC
57
Integrated Wealth Concepts
Massachusetts
$1.79M +$1.79M +18,374 New
Prudential Financial
58
Prudential Financial
New Jersey
$1.69M +$1.69M +17,308 New
PWA
59
Physician Wealth Advisors
Utah
$1.68M +$776K +7,882 +86%
SWP
60
Stratos Wealth Partners
Ohio
$1.59M -$130K -1,335 -8%
I
61
INVST
Indiana
$1.47M +$1.47M +15,124 New
LFPWM
62
Leicht Financial Planning & Wealth Management
New Jersey
$1.41M +$1.41M +14,479 New
RJFSA
63
Raymond James Financial Services Advisors
Florida
$1.4M -$13.1K -134 -0.9%
WP
64
WealthShield Partners
North Carolina
$1.39M +$1.39M +14,250 New
Citadel Advisors
65
Citadel Advisors
Florida
$1.39M +$160K +1,639 +13%
BHWM
66
Bay Harbor Wealth Management
Maryland
$1.3M +$1.3M +13,371 New
RCA
67
Rowland Carmichael Advisors
Arizona
$1.3M +$1.3M +13,304 New
CS
68
Credit Suisse
Switzerland
$1.2M +$1.2M +12,301 New
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$1.2M +$958K +9,833 +404%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$1.19M +$1.19M +12,231 New
MFG
71
Menard Financial Group
Texas
$1.18M +$1.18M +12,082 New
VWM
72
Venturi Wealth Management
Texas
$1.17M +$1.17M +12,003 New
CAS
73
Cascadia Advisory Services
Oregon
$960K +$960K +9,854 New
MAFM
74
Mid Atlantic Financial Management
Pennsylvania
$950K +$950K +9,751 New
ACM
75
Anfield Capital Management
California
$919K +$919K +11,144 New
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3
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