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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

75 hedge funds and large institutions have $311M invested in iShares MSCI USA Size Factor ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 35 reducing their positions, and 14 closing their positions.

Holders
75
Holders Change
-12
Holders Change %
-13.79%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
19
Reduced
35
Closed
14
Calls
–
Puts
$1.36M
Net Calls
-$1.36M
Net Calls Change
+$541K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.4M
2
Jane Street
2
Jane Street
New York
$6.78M
3
UBS Group
3
UBS Group
Switzerland
$2.74M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$4.71M
5
SPWM
5
Straight Path Wealth Management
Michigan
$1.99M

Top Sellers

1
BlackRock
1
BlackRock
New York
$87.3M
2
Bank of America
2
Bank of America
North Carolina
$62.5M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$0
4
CFC
4
Client First Capital
California
$5.77M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AGA
51
Arkos Global Advisors
Texas
$215K – – –
TRCT
52
Tower Research Capital (TRC)
New York
$165K -$1.28M -9,826 -89%
CIAS
53
Capital Investment Advisory Services
North Carolina
$129K – – –
SAM
54
Strategic Asset Management
Minnesota
$122K +$130 +1 +0.1%
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$119K -$1.23M -9,448 -91%
AWM
56
Aspire Wealth Management
Massachusetts
$67K -$23.1K -177 -26%
RG
57
Retirement Group
California
$66K +$130 +1 +0.2%
HWMA
58
Heritage Wealth Management (Arizona)
Arizona
$60K +$60K +464 New
SWM
59
Spire Wealth Management
Virginia
$54K – – –
GIA
60
Goodwin Investment Advisory
Georgia
$50K – – –
IA
61
IFP Advisors
Florida
$40K +$31.2K +363 +352%
FFA
62
Founders Financial Alliance
North Carolina
$32K – – –
US Bancorp
63
US Bancorp
Minnesota
$25K – – –
FWA
64
FSC Wealth Advisors
New York
$23K – – –
MAM
65
Meeder Asset Management
Ohio
$22K -$14.8K -115 -40%
T
66
TCWP
Ohio
$22K +$22K +175 New
Simplex Trading
67
Simplex Trading
Illinois
$18K -$45.4K -358 -72%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$16K +$4.95K +39 +45%
CWA
69
Clearview Wealth Advisors
Oregon
$14K +$133 +1 +1%
PFA
70
Professional Financial Advisors
Nebraska
$11K -$11.8K -88 -52%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$10K -$658 -5 -6%
ZIG
72
Zullo Investment Group
Pennsylvania
$3K – – –
CFD
73
Creative Financial Designs
Indiana
$2K – – –
PA
74
PSI Advisors
Florida
$1K – – –
BRWA
75
B. Riley Wealth Advisors
Florida
– -$2.78M -20,235 Closed
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