iShares MSCI USA Size Factor ETF
SIZE
65 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 7 funds opening new positions, 10 increasing their positions, 34 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
4% less capital invested
Capital invested by funds: $202M → $194M (-$8.62M)
1.5% less ownership
Funds ownership: 63.55% → 62.06% (-1.5%)
6% less funds holding
Funds holding: 69 → 65 (-4)
71% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.31M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.23M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$922K |
| 4 |
Morgan Stanley
New York
|
+$503K |
| 5 |
CL
Choreo LLC
Rockford,
Illinois
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFC
Client First Capital
San Diego,
California
|
-$4.76M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.27M |
| 3 |
VHAM
Van Hulzen Asset Management
El Dorado Hills,
California
|
-$3.99M |
| 4 |
BlackRock
New York
|
-$1.59M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.02M |
SIZE Hedge Fund Activity: Q1 2023 in Review
65 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q1 2023, worth a combined $194M — down 4.3% from $202M a quarter earlier.
Fund positioning in SIZE was balanced in Q1 2023: 7 funds opened new positions, 7 closed out, 10 added to existing stakes and 34 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $1.31M. The largest seller was Client First Capital, exiting entirely with an estimated $4.76M sold.
- 65 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q1 2023, down from 69 in Q4 2022.
- Funds reported $194M of iShares MSCI USA Size Factor ETF stock for Q1 2023, down 4.3% quarter-over-quarter.
- 7 funds opened new iShares MSCI USA Size Factor ETF positions in Q1 2023 and 7 closed out, a net change of 0 holders.
- The largest iShares MSCI USA Size Factor ETF buyer in Q1 2023 was JP Morgan Private Wealth Advisors, an estimated $1.31M added.
- The largest iShares MSCI USA Size Factor ETF seller in Q1 2023 was Client First Capital, an estimated $4.76M sold.
Based on aggregated 13F filings for Q1 2023.