SIZE icon

iShares MSCI USA Size Factor ETF
SIZE

Overview Fund Activity

74 hedge funds and large institutions have $236M invested in iShares MSCI USA Size Factor ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
16
Reduced
31
Closed
11
Calls
$330K
Puts
$220K
Net Calls
+$110K
Net Calls Change
+$1.47M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$7.25M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.96M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.05M
4
FTUS
4
Flow Traders U.S.
New York
$1.95M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$59.2M
2
Bank of America
2
Bank of America
North Carolina
$41.6M
3
Jane Street
3
Jane Street
New York
$738K
4
Morgan Stanley
4
Morgan Stanley
New York
$9.01M
5
ACM
5
Anfield Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
51
Strategic Asset Management
Minnesota
$103K – – –
RG
52
Retirement Group
California
$56K +$110 +1 +0.2%
CA
53
CoreCap Advisors
Michigan
$55K +$55K +503 New
HWMA
54
Heritage Wealth Management (Arizona)
Arizona
$46.8K -$4.29K -39 -8%
GIA
55
Goodwin Investment Advisory
Georgia
$42.5K – – –
IA
56
IFP Advisors
Florida
$40K – – –
GRP
57
Global Retirement Partners
California
$28K +$28K +256 New
FFA
58
Founders Financial Alliance
North Carolina
$27K – – –
AWM
59
Aspire Wealth Management
Massachusetts
$24K -$33.5K -299 -58%
SWM
60
Spire Wealth Management
Virginia
$23K -$23K -206 -50%
FWA
61
FSC Wealth Advisors
New York
$19K – – –
US Bancorp
62
US Bancorp
Minnesota
$18K -$2.62K -24 -13%
Citigroup
63
Citigroup
New York
$15K +$15K +134 New
CWA
64
Clearview Wealth Advisors
Oregon
$12K – – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$10K -$4.48K -39 -31%
PFA
66
Professional Financial Advisors
Nebraska
$9K – – –
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
BTI
68
Blue Trust Inc
Georgia
$6K +$6K +43 New
ZIG
69
Zullo Investment Group
Pennsylvania
$3K – – –
CFD
70
Creative Financial Designs
Indiana
$2K – – –
NFSG
71
Newbridge Financial Services Group
Florida
$2K +$2K +21 New
PA
72
PSI Advisors
Florida
$1K – – –
EI
73
Ellevest Inc
New York
$1K +$1K +10 New
ACM
74
Anfield Capital Management
California
– -$2.77M -21,216 Closed
HighTower Advisors
75
HighTower Advisors
Illinois
– -$653K -5,025 Closed
1 2
3
4