SIZE icon

iShares MSCI USA Size Factor ETF

78 hedge funds and large institutions have $400M invested in iShares MSCI USA Size Factor ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
78
Holders Change
-5
Holders Change %
-6.02%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
20
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
51
Carroll Financial Associates
North Carolina
$261K -$105K -814 -29%
CWS
52
Cypress Wealth Services
California
$247K -$25.6K -198 -9%
HWMA
53
Heritage Wealth Management (Arizona)
Arizona
$243K -$243K -1,881 -50%
HI
54
Harbour Investments
Wisconsin
$229K -$19.4K -150 -8%
MAFM
55
Mid Atlantic Financial Management
Pennsylvania
$218K +$776 +6 +0.4%
IWC
56
Integrated Wealth Concepts
Massachusetts
$214K -$27.2K -210 -11%
AGA
57
Arkos Global Advisors
Texas
$213K +$213K +1,647 New
CF
58
Centaurus Financial
California
$147K -$8.78K -68 -6%
CIAS
59
Capital Investment Advisory Services
North Carolina
$129K
US Bancorp
60
US Bancorp
Minnesota
$83K
RG
61
Retirement Group
California
$65K +$257 +2 +0.4%
Citigroup
62
Citigroup
New York
$63K
FFA
63
Founders Financial Alliance
North Carolina
$57K
WP
64
WealthShield Partners
North Carolina
$55K
SWM
65
Spire Wealth Management
Virginia
$53K
GIA
66
Goodwin Investment Advisory
Georgia
$50K
CWA
67
Clearview Wealth Advisors
Oregon
$44K -$115K -895 -72%
MAM
68
Meeder Asset Management
Ohio
$37K
LWM
69
Liberty Wealth Management
California
$34K -$9.81K -75 -22%
TAM
70
Tucker Asset Management
Colorado
$29.8K -$60.8K -470 -67%
NFG
71
Next Financial Group
Texas
$24K -$8.7K -66 -27%
PFA
72
Professional Financial Advisors
Nebraska
$22K -$7.46K -57 -25%
IA
73
IFP Advisors
Florida
$14K -$951 -7 -6%
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$11K -$150K -1,145 -93%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$11K +$1.64K +13 +18%