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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

65 hedge funds and large institutions have $254M invested in iShares MSCI USA Size Factor ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
19
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$7.39M
2
Osaic Holdings
Osaic Holdings
Arizona
+$4.24M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.71M
4
Citadel Advisors
Citadel Advisors
Florida
+$602K
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$550K

Top Sellers

1
BlackRock
BlackRock
New York
-$4.04M
2
Morgan Stanley
Morgan Stanley
New York
-$2.73M
3
JRFS
James Reed Financial Services
Ohio
-$619K
4
Goldman Sachs
Goldman Sachs
New York
-$523K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$444K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$105K -$107K -737 -50%
HI
52
Harbour Investments
Wisconsin
$103K -$36.5K -251 -26%
MCM
53
MAI Capital Management
Ohio
$74.9K -$4.36K -30 -6%
FFA
54
Farther Finance Advisors
California
$53.7K +$1.6K +11 +3%
CA
55
CoreCap Advisors
Michigan
$39.6K +$28.4K +195 +253%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$29.1K – – –
GWM
57
Geneos Wealth Management
Colorado
$18.1K +$18.1K +124 New
FWA
58
FSC Wealth Advisors
New York
$17.1K – – –
US Bancorp
59
US Bancorp
Minnesota
$9.45K – – –
MHR
60
Matthew Hamilton Rosenberg
$9.16K – – –
PWA
61
Physician Wealth Advisors
Utah
$7.96K – – –
AWM
62
AE Wealth Management
Kansas
$7.42K +$145 +1 +2%
SFG
63
Stonebridge Financial Group
Pennsylvania
$7.27K – – –
SIM
64
Synergy Investment Management
Florida
$5.82K +$5.82K +40 New
ACA
65
Aptus Capital Advisors
Alabama
$5.46K -$7.05K -49 -56%
MML Investors Services
66
MML Investors Services
Massachusetts
– -$334K -2,252 Closed
PAS
67
Park Avenue Securities
New York
– -$295K -1,986 Closed
OIA
68
OneDigital Investment Advisors
Kansas
– -$281K -1,890 Closed
OFS
69
OneAscent Financial Services
Alabama
– -$207K -1,397 Closed
VHAM
70
Van Hulzen Asset Management
California
– -$41.1K -277 Closed
EW
71
Element Wealth
Mississippi
– -$24.2K -163 Closed
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