SIZE icon

iShares MSCI USA Size Factor ETF
SIZE

Overview Fund Activity

64 hedge funds and large institutions have $167M invested in iShares MSCI USA Size Factor ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% 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
8
Increased
13
Reduced
26
Closed
11
Calls
$235K
Puts
–
Net Calls
+$235K
Net Calls Change
+$235K

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.03M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.96M
3
BlackRock
3
BlackRock
New York
$55.3M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$756K

Top Sellers

1
MPW
1
MA Private Wealth
California
$378K
2
Bank of America
2
Bank of America
North Carolina
$39.6M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$684K
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$66.2K
5
Citadel Advisors
5
Citadel Advisors
Florida
$663K
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
51
Goodwin Investment Advisory
Georgia
$34.7K – – –
BWM
52
Baystate Wealth Management
Massachusetts
$34.5K – – –
RG
53
Retirement Group
California
$24.9K – – –
US Bancorp
54
US Bancorp
Minnesota
$19.4K – – –
EW
55
Element Wealth
Mississippi
$19K +$3.64K +31 +24%
FWA
56
FSC Wealth Advisors
New York
$13.8K – – –
AWM
57
Aspire Wealth Management
Massachusetts
$12.8K -$118 -1 -0.9%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$12.5K +$12.5K +100 New
IA
59
IFP Advisors
Florida
$12.1K – – –
RIA
60
Realta Investment Advisors
Delaware
$6.14K – – –
GRP
61
Global Retirement Partners
California
$3.07K -$2.05K -18 -40%
CFD
62
Creative Financial Designs
Indiana
$2.23K – – –
HGERS
63
Householder Group Estate & Retirement Specialist
Arizona
$1.88K +$1.88K +16 New
WP
64
WealthShield Partners
North Carolina
$118 -$605K -5,129 -100%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
– -$1.22M -9,919 Closed
CWM
66
Certus Wealth Management
California
– -$1.08M -8,826 Closed
FTUS
67
Flow Traders U.S.
New York
– -$256K -2,087 Closed
MML Investors Services
68
MML Investors Services
Massachusetts
– -$248K -2,023 Closed
Wolverine Trading
69
Wolverine Trading
Illinois
– -$217K -1,784 Closed
CC
70
Courier Capital
New York
– -$209K -1,700 Closed
AGA
71
Arkos Global Advisors
Texas
– -$202K -1,647 Closed
CFFP
72
Center for Financial Planning
Michigan
– -$54K -440 Closed
Citigroup
73
Citigroup
New York
– -$14.7K -120 Closed
CWA
74
Clearview Wealth Advisors
Oregon
– -$13.2K -107 Closed
VAG
75
VisionPoint Advisory Group
Texas
– -$2.95K -24 Closed
1 2
3