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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

64 hedge funds and large institutions have $194M invested in iShares MSCI USA Size Factor ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
64
Holders Change
-5
Holders Change %
-7.25%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
10
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$1.3M
2
Bank of America
2
Bank of America
North Carolina
$44.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.43M
5
CL
5
Choreo LLC
Illinois
$203K

Top Sellers

1
CFC
1
Client First Capital
California
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$553K
3
VHAM
3
Van Hulzen Asset Management
California
$0
4
BlackRock
4
BlackRock
New York
$60M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
51
Retirement Group
California
$25K +$118 +1 +0.5%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$24K -$11.2K -95 -32%
US Bancorp
53
US Bancorp
Minnesota
$19.4K – – –
FFA
54
Founders Financial Alliance
North Carolina
$14.6K – – –
FWA
55
FSC Wealth Advisors
New York
$13.8K – – –
AWM
56
Aspire Wealth Management
Massachusetts
$13.1K -$12.1K -103 -48%
CWA
57
Clearview Wealth Advisors
Oregon
$12.6K – – –
EW
58
Element Wealth
Mississippi
$8.85K – – –
IA
59
IFP Advisors
Florida
$8.66K -$33.8K -402 -80%
ASN
60
Advisory Services Network
Georgia
$5.66K – – –
GRP
61
Global Retirement Partners
California
$5.16K +$5.16K +45 New
CFD
62
Creative Financial Designs
Indiana
$2.24K – – –
PA
63
PSI Advisors
Florida
$1.18K – – –
HGERS
64
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1K +12 New
CFC
65
Client First Capital
California
– -$4.76M -41,864 Closed
VHAM
66
Van Hulzen Asset Management
California
– -$3.99M -35,072 Closed
MHB
67
Midwest Heritage Bank
Iowa
– -$230K -2,024 Closed
RIA
68
Realta Investment Advisors
Delaware
– -$5.69K -50 Closed
BTI
69
Blue Trust Inc
Georgia
– -$5K -43 Closed
ZIG
70
Zullo Investment Group
Pennsylvania
– -$2.62K -23 Closed
NFSG
71
Newbridge Financial Services Group
Florida
– -$2.42K -21 Closed
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