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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

143 hedge funds and large institutions have $805M invested in iShares MSCI USA Size Factor ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 36 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+12
Holders Change %
+9.16%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
39
Increased
36
Reduced
64
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$9.91M
2
M&T Bank
2
M&T Bank
New York
$6.69M
3
Bank of America
3
Bank of America
North Carolina
$61.6M
4
PA
4
Parallel Advisors
California
$11.3M
5
BCM
5
Brookstone Capital Management
Illinois
$2.26M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$227M
2
BlackRock
2
BlackRock
New York
$150M
3
LPL Financial
3
LPL Financial
California
$38.8M
4
PAS
4
Park Avenue Securities
New York
$29.5M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
51
Hobart Private Capital
North Carolina
$1.27M -$760K -10,649 -37%
CFGS
52
Concourse Financial Group Securities
Alabama
$1.21M -$827K -11,589 -41%
SWP
53
Stratos Wealth Partners
Ohio
$1.17M +$5.57K +78 +0.5%
FAAS
54
First Allied Advisory Services
California
$1.14M -$1.01M -14,098 -47%
LFPWM
55
Leicht Financial Planning & Wealth Management
New Jersey
$1.14M +$114K +1,614 +11%
AWM
56
AE Wealth Management
Kansas
$1.09M -$1.89M -26,438 -63%
CWS
57
Cypress Wealth Services
California
$1.06M +$1.06M +14,817 New
SB
58
Strategic Blueprint
Georgia
$1.04M +$1.04M +14,550 New
CAM
59
Concorde Asset Management
Michigan
$1.03M -$744K -10,428 -42%
BWP
60
Bernardo Wealth Planning
Pennsylvania
$1.02M +$1.02M +14,343 New
CS
61
Comerica Securities
Michigan
$1M -$1.38M -19,279 -58%
LFG
62
LifePlan Financial Group
Ohio
$986K -$593K -8,303 -38%
Goldman Sachs
63
Goldman Sachs
New York
$971K -$1.23M -17,266 -56%
I
64
INVST
Indiana
$907K -$119K -1,748 -12%
WI
65
Wintrust Investments
Illinois
$903K +$903K +12,644 New
SPIA
66
Steward Partners Investment Advisory
New York
$893K +$893K +12,521 New
RA
67
RFG Advisory
Alabama
$860K +$860K +12,046 New
RJA
68
Raymond James & Associates
Florida
$851K -$531K -7,441 -38%
Prudential Financial
69
Prudential Financial
New Jersey
$849K -$386K -5,414 -31%
SS
70
Simplicity Solutions
Minnesota
$840K -$577K -8,084 -41%
LWM
71
Liberty Wealth Management
California
$839K +$440K +6,135 +110%
MCIA
72
Mountain Capital Investment Advisors
Colorado
$815K -$5.4M -69,082 -87%
WP
73
WealthShield Partners
North Carolina
$767K -$250K -3,504 -25%
ACM
74
Anfield Capital Management
California
$754K -$40.9K -574 -5%
TF
75
Trek Financial
Arizona
$722K -$683K -9,570 -49%
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3
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