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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

66 hedge funds and large institutions have $253M invested in iShares MSCI USA Size Factor ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
18
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$62.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.31M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.36M
4
Goldman Sachs
4
Goldman Sachs
New York
$6.5M
5
PS
5
Principal Securities
Iowa
$13.9M

Top Sellers

1
BlackRock
1
BlackRock
New York
$58M
2
Jane Street
2
Jane Street
New York
$1.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$6.41M
5
Lido Advisors
5
Lido Advisors
California
$2.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$119K – – –
MCM
52
MAI Capital Management
Ohio
$80.9K +$80.9K +545 New
FFA
53
Farther Finance Advisors
California
$53.2K +$743 +5 +1%
VHAM
54
Van Hulzen Asset Management
California
$41.1K +$41.1K +277 New
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$29.7K – – –
EW
56
Element Wealth
Mississippi
$24.2K – – –
FWA
57
FSC Wealth Advisors
New York
$17.4K – – –
Jones Financial Companies
58
Jones Financial Companies
Missouri
$17.1K – – –
ACA
59
Aptus Capital Advisors
Alabama
$13K – – –
CA
60
CoreCap Advisors
Michigan
$11.5K – – –
US Bancorp
61
US Bancorp
Minnesota
$9.65K – – –
MHR
62
Matthew Hamilton Rosenberg
$9.36K – – –
PWA
63
Physician Wealth Advisors
Utah
$8.11K +$8.11K +55 New
AWM
64
AE Wealth Management
Kansas
$7.43K +$7.43K +50 New
SFG
65
Stonebridge Financial Group
Pennsylvania
$7.43K +$7.43K +50 New
GRP
66
Global Retirement Partners
California
$5.84K – – –
Citadel Advisors
67
Citadel Advisors
Florida
– -$889K -5,977 Closed
FTUS
68
Flow Traders U.S.
New York
– -$214K -1,438 Closed
AGA
69
Arkos Global Advisors
Texas
– -$208K -1,397 Closed
AF
70
Advisornet Financial
Minnesota
– -$179K -1,206 Closed
Belvedere Trading
71
Belvedere Trading
Illinois
– -$60.7K -408 Closed
Simplex Trading
72
Simplex Trading
Illinois
– -$14K -100 Closed
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