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iShares MSCI USA Size Factor ETF

83 hedge funds and large institutions have $403M invested in iShares MSCI USA Size Factor ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 40 reducing their positions, and 29 closing their positions.

Holders
83
Holders Change
-18
Holders Change %
-17.82%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
19
Reduced
40
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RFN
51
RDA Financial Network
Iowa
$263K 2,187 -39 -2%
AF
52
Advisornet Financial
Minnesota
$259K 2,155 -9,479 -81%
CWS
53
Cypress Wealth Services
California
$253K 2,110 -85 -4%
LFAS
54
Level Four Advisory Services
Texas
$242K 2,018 +59 +3%
HI
55
Harbour Investments
Wisconsin
$231K 1,922 +1,922 New
WCFA
56
Walkner Condon Financial Advisors
Wisconsin
$227K 4,451 +4,451 New
IWC
57
Integrated Wealth Concepts
Massachusetts
$224K 1,862 -305 -14%
LFA
58
Lighthouse Financial Advisors
Maryland
$217K 1,808 -176 -9%
CFG
59
Cooper Financial Group
California
$214K 1,781 -34,289 -95%
SFS
60
Sowell Financial Services
Arkansas
$204K 1,621 -47 -3%
MAFM
61
Mid Atlantic Financial Management
Pennsylvania
$202K 1,679 +1,679 New
CWA
62
Clearview Wealth Advisors
Oregon
$149K 1,236 -7,572 -86%
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$148K 1,229 -3,683 -75%
CF
64
Centaurus Financial
California
$145K 1,207 -3,740 -76%
CIAS
65
Capital Investment Advisory Services
North Carolina
$120K 997
TAM
66
Tucker Asset Management
Colorado
$84.1K 700 -340 -33%
US Bancorp
67
US Bancorp
Minnesota
$77K 639 -802 -56%
TRCT
68
Tower Research Capital (TRC)
New York
$64K 536 -359 -40%
RG
69
Retirement Group
California
$61K 504
Citigroup
70
Citigroup
New York
$58K 487
FFA
71
Founders Financial Alliance
North Carolina
$54K 439
WP
72
WealthShield Partners
North Carolina
$51K 423 +423 New
SWM
73
Spire Wealth Management
Virginia
$49K 412 +412 New
GIA
74
Goodwin Investment Advisory
Georgia
$46K 386
LWM
75
Liberty Wealth Management
California
$37K 335