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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

101 hedge funds and large institutions have $584M invested in iShares MSCI USA Size Factor ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 21 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
101
Holders Change
+12
Holders Change %
+13.48%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
21
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TEE
1
Tibra Equities Europe
United Kingdom
$81.2M
2
SG Americas Securities
2
SG Americas Securities
New York
$81.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$34.1M
4
5L
4
55I LLC
Massachusetts
$7.41M
5
BlackRock
5
BlackRock
New York
$141M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
CFG
2
Cooper Financial Group
California
$4.01M
3
Bank of America
3
Bank of America
North Carolina
$60.7M
4
VFM
4
Vivid Financial Management
California
$2.7M
5
TRCT
5
Tower Research Capital (TRC)
New York
$99K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$628K -$256K -2,301 -29%
FAIM
52
Financial Advocates Investment Management
Washington
$605K +$605K +12,644 New
SWA
53
Stratos Wealth Advisors
Ohio
$575K -$75.8K -682 -12%
SCA
54
Snowden Capital Advisors
New York
$561K -$138K -1,238 -20%
CF
55
Centaurus Financial
California
$550K -$638K -5,743 -54%
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$546K -$513K -4,616 -48%
Jane Street
57
Jane Street
New York
$521K -$935K -8,407 -64%
KFGK
58
Keystone Financial Group (Kentucky)
Kentucky
$513K +$111 +1 +0%
BFG
59
Beacon Financial Group
Texas
$512K +$512K +4,437 New
CPO
60
Cerity Partners OCIO
New York
$490K +$70.7K +636 +17%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$472K +$38.9K +350 +9%
FCA
62
FLC Capital Advisors
California
$460K +$38.3K +344 +9%
BWM
63
BCGM Wealth Management
Indiana
$457K +$457K +3,853 New
FWP
64
Firethorn Wealth Partners
Georgia
$442K +$442K +3,977 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$404K -$555K -4,997 -58%
BAM
66
Belpointe Asset Management
Nevada
$403K -$447K -4,017 -53%
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$382K +$382K +3,437 New
RA
68
RFG Advisory
Alabama
$380K -$568K -4,968 -60%
WP
69
WealthSource Partners
California
$361K -$7.78K -70 -2%
RJT
70
Raymond James Trust
Florida
$359K -$5.78K -52 -2%
CC
71
Courier Capital
New York
$344K -$11.1K -100 -3%
BTWM
72
Baker Tilly Wealth Management
Wisconsin
$301K +$301K +2,709 New
RFN
73
RDA Financial Network
Iowa
$247K -$274K -2,468 -53%
CWS
74
Cypress Wealth Services
California
$244K +$244K +2,195 New
IWC
75
Integrated Wealth Concepts
Massachusetts
$241K -$71.3K -641 -23%
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3
4 5