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iShares MSCI USA Size Factor ETF

78 hedge funds and large institutions have $414M invested in iShares MSCI USA Size Factor ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
Holders Change %
0%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
23
Reduced
30
Closed
7
Calls
Puts
$2.02M
Net Calls
-$2.02M
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$265K -$28.3K -221 -10%
AF
52
Advisornet Financial
Minnesota
$255K -$4.22K -33 -2%
CWS
53
Cypress Wealth Services
California
$238K -$6.65K -52 -3%
SAM
54
Strategic Asset Management
Minnesota
$229K +$229K +1,756 New
MAFM
55
Mid Atlantic Financial Management
Pennsylvania
$215K -$640 -5 -0.3%
HI
56
Harbour Investments
Wisconsin
$212K -$14.6K -114 -6%
AGA
57
Arkos Global Advisors
Texas
$210K
HWMA
58
Heritage Wealth Management (Arizona)
Arizona
$147K -$93.2K -730 -39%
CF
59
Centaurus Financial
California
$142K -$3.32K -26 -2%
CFA
60
Carroll Financial Associates
North Carolina
$127K -$129K -1,018 -50%
CIAS
61
Capital Investment Advisory Services
North Carolina
$127K
RG
62
Retirement Group
California
$65K
SWM
63
Spire Wealth Management
Virginia
$53K
GIA
64
Goodwin Investment Advisory
Georgia
$49K
MAM
65
Meeder Asset Management
Ohio
$37K
LWM
66
Liberty Wealth Management
California
$33K +$126 +1 +0.4%
FFA
67
Founders Financial Alliance
North Carolina
$32K -$24.4K -190 -43%
TAM
68
Tucker Asset Management
Colorado
$31.1K
CWA
69
Clearview Wealth Advisors
Oregon
$26K -$16.8K -134 -39%
US Bancorp
70
US Bancorp
Minnesota
$24K -$57.1K -450 -70%
NFG
71
Next Financial Group
Texas
$23K
PFA
72
Professional Financial Advisors
Nebraska
$22K +$130 +1 +0.6%
IA
73
IFP Advisors
Florida
$14K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$11K +$125 +1 +1%
CFA
75
Cahill Financial Advisors
Minnesota
$5K +$5K +39 New