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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

63 hedge funds and large institutions have $189M invested in iShares MSCI USA Size Factor ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
17
Reduced
27
Closed
7
Calls
$264K
Puts
–
Net Calls
+$264K
Net Calls Change
+$29K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.27M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.54M
3
HH
3
Hilltop Holdings
Texas
$1.14M
4
CC
4
Courier Capital
New York
$224K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$4.87M

Top Sellers

1
BlackRock
1
BlackRock
New York
$57.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Jane Street
3
Jane Street
New York
$1.41M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$157K
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
51
Retirement Group
California
$28.2K +$263 +2 +0.9%
BWM
52
Baystate Wealth Management
Massachusetts
$26.1K -$12.8K -97 -33%
US Bancorp
53
US Bancorp
Minnesota
$21.8K – – –
EW
54
Element Wealth
Mississippi
$21.4K – – –
FWA
55
FSC Wealth Advisors
New York
$15.5K – – –
AWM
56
Aspire Wealth Management
Massachusetts
$14.5K +$132 +1 +0.9%
FFO
57
Fortitude Family Office
Arizona
$6.33K +$6.33K +48 New
ASN
58
Advisory Services Network
Georgia
$6.33K +$6.33K +48 New
GRP
59
Global Retirement Partners
California
$5.01K +$1.54K +12 +44%
CFD
60
Creative Financial Designs
Indiana
$2.51K – – –
HGERS
61
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
AWM
62
Able Wealth Management
New Jersey
$276 +$276 +2 New
WP
63
WealthShield Partners
North Carolina
$132 – – –
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
– -$3.96M -33,701 Closed
Baird Financial Group
65
Baird Financial Group
Wisconsin
– -$1M -8,523 Closed
SWM
66
Spire Wealth Management
Virginia
– -$94.4K -804 Closed
Comerica Bank
67
Comerica Bank
Texas
– -$45.7K -389 Closed
IA
68
IFP Advisors
Florida
– -$12.1K -103 Closed
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
– -$12.5K -100 Closed
RIA
70
Realta Investment Advisors
Delaware
– -$6.14K -50 Closed
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