iShares MSCI USA Size Factor ETF
SIZE
SIZE
67 hedge funds and large institutions have $198M invested in iShares MSCI USA Size Factor ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
35% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 26
Holders
67
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$2.18M | |
| 2 | +$2.13M | |
| 3 | +$2.08M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$932K |
| 5 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$635K |
Top Sellers
| 1 | -$5.79M | |
| 2 | -$2.36M | |
| 3 | -$1.93M | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.33M |
| 5 |
JPMPWA
J.P. Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.3M |