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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

89 hedge funds and large institutions have $350M invested in iShares MSCI USA Size Factor ETF in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
35
Reduced
31
Closed
14
Calls
–
Puts
$219K
Net Calls
-$219K
Net Calls Change
-$219K

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$7.09M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.87M
3
TRCT
3
Tower Research Capital (TRC)
New York
$2.29M
4
SMG
4
Smart Money Group
Texas
$1.89M
5
5L
5
55I LLC
Massachusetts
$3.29M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$19.9M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$1.02M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$2.27M
4
CS
4
Credit Suisse
Switzerland
$0
5
BlackRock
5
BlackRock
New York
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSC
51
G&S Capital
Colorado
$486K +$38.7K +413 +9%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$462K +$246K +2,629 +114%
RFN
53
RDA Financial Network
Iowa
$440K -$281 -3 -0.1%
KFGK
54
Keystone Financial Group (Kentucky)
Kentucky
$432K +$94 +1 +0%
IFS
55
Ifrah Financial Services
Arkansas
$378K -$6.46K -69 -2%
Ameriprise
56
Ameriprise
Minnesota
$374K +$374K +3,983 New
FCA
57
FLC Capital Advisors
California
$372K +$372K +3,792 New
RJFSA
58
Raymond James Financial Services Advisors
Florida
$365K -$740K -7,894 -67%
CPO
59
Cerity Partners OCIO
New York
$354K +$20.1K +214 +6%
CC
60
Courier Capital
New York
$319K -$2.5K -25 -0.8%
WP
61
WealthSource Partners
California
$311K +$843 +9 +0.3%
RJT
62
Raymond James Trust
Florida
$308K – – –
WP
63
WealthPLAN Partners
Nebraska
$295K -$27.4K -269 -9%
CFD
64
Creative Financial Designs
Indiana
$283K +$271K +2,895 +2,335%
CFA
65
Carroll Financial Associates
North Carolina
$276K +$276K +2,944 New
LA
66
LexAurum Advisors
Kansas
$268K +$268K +2,854 New
IWC
67
Integrated Wealth Concepts
Massachusetts
$263K -$46.9K -501 -15%
TCA
68
Transcend Capital Advisors
New Jersey
$232K +$232K +2,473 New
SFS
69
Sowell Financial Services
Arkansas
$175K -$504K -5,387 -74%
US Bancorp
70
US Bancorp
Minnesota
$154K -$993K -10,584 -87%
IA
71
IFP Advisors
Florida
$111K +$94.6K +1,001 +575%
ASN
72
Advisory Services Network
Georgia
$111K +$111K +1,185 New
WCG
73
Weaver Consulting Group
California
$104K +$941 +10 +0.9%
CIAS
74
Capital Investment Advisory Services
North Carolina
$93K -$12.2K -131 -12%
WP
75
WealthShield Partners
North Carolina
$81K -$26.8K -284 -25%
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3
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