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iShares MSCI USA Size Factor ETF

88 hedge funds and large institutions have $354M invested in iShares MSCI USA Size Factor ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-55
Holders Change %
-38.46%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
16
Increased
25
Reduced
44
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KFGK
51
Keystone Financial Group (Kentucky)
Kentucky
$404K +$404K +4,611 New
IFS
52
Ifrah Financial Services
Arkansas
$360K -$11.8K -135 -3%
CAS
53
Cascadia Advisory Services
Oregon
$355K +$355K +4,056 New
MA
54
Mutual Advisors
Nebraska
$339K +$339K +3,870 New
CPO
55
Cerity Partners OCIO
New York
$312K +$26.1K +298 +9%
SWA
56
Stratos Wealth Advisors
Ohio
$311K +$141K +1,609 +83%
WP
57
WealthPLAN Partners
Nebraska
$301K +$301K +3,164 New
IWC
58
Integrated Wealth Concepts
Massachusetts
$290K -$11.9M -135,469 -98%
WP
59
WealthSource Partners
California
$290K -$8.01M -91,483 -97%
RA
60
RFG Advisory
Alabama
$290K -$765K -8,735 -73%
RJT
61
Raymond James Trust
Florida
$287K -$15.7K -180 -5%
CC
62
Courier Capital
New York
$283K -$65.5K -745 -19%
CWS
63
Cypress Wealth Services
California
$203K -$1.09M -12,499 -84%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$201K -$8.48M -97,211 -98%
Citigroup
65
Citigroup
New York
$160K +$111K +1,268 +229%
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$119K -$3.13M -35,607 -96%
WP
67
WealthShield Partners
North Carolina
$100K -$840K -9,603 -89%
CIAS
68
Capital Investment Advisory Services
North Carolina
$99K -$1.14K -13 -1%
WCG
69
Weaver Consulting Group
California
$96K +$96K +1,095 New
RG
70
Retirement Group
California
$53K +$53K +604 New
LFG
71
LifePlan Financial Group
Ohio
$30K -$1.18M -13,474 -98%
PAG
72
Private Advisor Group
New Jersey
$21K +$21K +243 New
IA
73
IFP Advisors
Florida
$15K -$15.8K -183 -51%
CFD
74
Creative Financial Designs
Indiana
$11K +$11K +124 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$10K