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iShares MSCI USA Size Factor ETF

71 hedge funds and large institutions have $210M invested in iShares MSCI USA Size Factor ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 34 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
17
Reduced
34
Closed
6
Calls
Puts
$211K
Net Calls
-$211K
Net Calls Change
-$321K
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
51
Capital Investment Advisory Services
North Carolina
$104K
SAM
52
Strategic Asset Management
Minnesota
$98K +$209 +2 +0.2%
IA
53
IFP Advisors
Florida
$40K
HWMA
54
Heritage Wealth Management (Arizona)
Arizona
$36K -$7.84K -76 -18%
GIA
55
Goodwin Investment Advisory
Georgia
$31K -$9.43K -90 -23%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$26K +$18.1K +174 +229%
AWM
57
Aspire Wealth Management
Massachusetts
$22K -$103 -1 -0.5%
US Bancorp
58
US Bancorp
Minnesota
$17K
Citigroup
59
Citigroup
New York
$14K -$431 -4 -3%
FFA
60
Founders Financial Alliance
North Carolina
$13K -$13.1K -125 -50%
FWA
61
FSC Wealth Advisors
New York
$12K -$6.05K -59 -34%
CWA
62
Clearview Wealth Advisors
Oregon
$11K +$104 +1 +1%
PFA
63
Professional Financial Advisors
Nebraska
$9K +$108 +1 +1%
BTI
64
Blue Trust Inc
Georgia
$5K
RIA
65
Realta Investment Advisors
Delaware
$5K +$5K +50 New
NFSG
66
Newbridge Financial Services Group
Florida
$2K
ZIG
67
Zullo Investment Group
Pennsylvania
$2K
CFD
68
Creative Financial Designs
Indiana
$2K
PA
69
PSI Advisors
Florida
$1K
HGERS
70
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1K +12 New
5L
71
55I LLC
Massachusetts
-$255K -2,319 Closed
RG
72
Retirement Group
California
-$56K -509 Closed
CA
73
CoreCap Advisors
Michigan
-$55K -503 Closed
GRP
74
Global Retirement Partners
California
-$28K -256 Closed
SWM
75
Spire Wealth Management
Virginia
-$23K -206 Closed