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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

131 hedge funds and large institutions have $1.41B invested in iShares MSCI USA Size Factor ETF in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+91
Holders Change %
+227.5%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
94
Increased
21
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$470M
2
BlackRock
2
BlackRock
New York
$249M
3
LPL Financial
3
LPL Financial
California
$80.1M
4
PAS
4
Park Avenue Securities
New York
$57.7M
5
Bank of America
5
Bank of America
North Carolina
$76M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$21.9M
2
Victory Capital Management
2
Victory Capital Management
Texas
$24M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$523K
4
PP
4
Prudential plc
United Kingdom
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$379K
Name Holding Trade Value Shares
Change 		Shares
Change %
5L
76
55I LLC
Massachusetts
$888K +$888K +9,117 New
VFM
77
Vivid Financial Management
California
$853K +$853K +8,631 New
HIM
78
Hanlon Investment Management
New Jersey
$710K +$710K +7,289 New
HFA
79
High Falls Advisors
New York
$670K +$670K +6,883 New
MIM
80
Macroview Investment Management
Maryland
$665K +$665K +6,824 New
IFS
81
Ifrah Financial Services
Arkansas
$621K +$216K +2,212 +53%
IAA
82
Independent Advisor Alliance
North Carolina
$571K +$571K +5,866 New
SFS
83
Sowell Financial Services
Arkansas
$554K +$549K +5,640 +11,280%
LWM
84
Liberty Wealth Management
California
$542K +$542K +5,563 New
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$523K -$2.2M -22,557 -81%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$465K -$93K -955 -17%
APW
87
Austin Private Wealth
Texas
$460K +$460K +4,718 New
AAS
88
Avantax Advisory Services
Texas
$454K +$454K +4,668 New
AF
89
Advisornet Financial
Minnesota
$449K +$449K +4,606 New
VHAM
90
Van Hulzen Asset Management
California
$417K +$417K +4,276 New
CC
91
Courier Capital
New York
$389K -$30.4K -310 -7%
SWA
92
Stratos Wealth Advisors
Ohio
$385K +$385K +3,952 New
CFW
93
CA Family Wealth
California
$383K +$383K +3,932 New
TRCT
94
Tower Research Capital (TRC)
New York
$379K -$378K -3,879 -50%
EH
95
Equitable Holdings
New York
$379K +$379K +3,894 New
GSC
96
G&S Capital
Colorado
$373K +$373K +3,834 New
BAM
97
Belpointe Asset Management
Nevada
$358K +$358K +3,676 New
DAS
98
Dynamic Advisor Solutions
Arizona
$356K +$356K +3,659 New
FCA
99
FinTrust Capital Advisors
South Carolina
$339K +$339K +3,476 New
Stifel Financial
100
Stifel Financial
Missouri
$329K +$329K +3,391 New
2 3
4
5 6