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iShares MSCI USA Size Factor ETF

67 hedge funds and large institutions have $277M invested in iShares MSCI USA Size Factor ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
25
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PS
51
Principal Securities
Iowa
$110K -$14.3M -92,674 -99%
HI
52
Harbour Investments
Wisconsin
$108K -$1.85K -12 -2%
MCM
53
MAI Capital Management
Ohio
$79.6K
Fidelity Investments
54
Fidelity Investments
Massachusetts
$31K -$81.3K -525 -72%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$30.9K
FFA
56
Farther Finance Advisors
California
$20.7K -$36.3K -235 -64%
BFP
57
Briaud Financial Planning
Texas
$14K +$14K +92 New
CA
58
CoreCap Advisors
Michigan
$12.1K -$30.2K -194 -71%
US Bancorp
59
US Bancorp
Minnesota
$10K
MHR
60
Matthew Hamilton Rosenberg
$9.74K
PWA
61
Physician Wealth Advisors
Utah
$8.49K
AWM
62
AE Wealth Management
Kansas
$7.88K
GRP
63
Global Retirement Partners
California
$7.37K +$7.37K +48 New
SRCM
64
Signature Resources Capital Management
California
$6.18K +$6.18K +40 New
AF
65
Advisornet Financial
Minnesota
$2.16K +$2.16K +14 New
ACA
66
Aptus Capital Advisors
Alabama
$1.64K -$4.02K -27 -71%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$618 +$618 +4 New
BTI
68
Blue Trust Inc
Georgia
$33
Jane Street
69
Jane Street
New York
-$1.44M -9,890 Closed
Citadel Advisors
70
Citadel Advisors
Florida
-$602K -4,137 Closed
Mariner
71
Mariner
Kansas
-$400K -2,750 Closed
FCH
72
Freestone Capital Holdings
Washington
-$250K -1,721 Closed
GWM
73
Geneos Wealth Management
Colorado
-$18.1K -124 Closed
FWA
74
FSC Wealth Advisors
New York
-$17.1K -117 Closed
SFG
75
Stonebridge Financial Group
Pennsylvania
-$7.27K -50 Closed