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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

143 hedge funds and large institutions have $805M invested in iShares MSCI USA Size Factor ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 36 increasing their positions, 64 reducing their positions, and 23 closing their positions.

Holders
143
Holders Change
+12
Holders Change %
+9.16%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
39
Increased
36
Reduced
64
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$9.91M
2
M&T Bank
2
M&T Bank
New York
$6.69M
3
Bank of America
3
Bank of America
North Carolina
$61.6M
4
PA
4
Parallel Advisors
California
$11.3M
5
BCM
5
Brookstone Capital Management
Illinois
$2.26M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$227M
2
BlackRock
2
BlackRock
New York
$150M
3
LPL Financial
3
LPL Financial
California
$38.8M
4
PAS
4
Park Avenue Securities
New York
$29.5M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
76
Sowell Financial Services
Arkansas
$717K +$311K +4,349 +76%
MAFM
77
Mid Atlantic Financial Management
Pennsylvania
$584K -$112K -1,573 -16%
BHWM
78
Bay Harbor Wealth Management
Maryland
$576K -$378K -5,300 -40%
CC
79
Copperleaf Capital
North Carolina
$570K +$570K +7,992 New
TPWA
80
TRUE Private Wealth Advisors
Oregon
$569K +$569K +7,983 New
SMG
81
Smart Money Group
Texas
$565K +$565K +7,915 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$549K +$499K +6,978 +991%
DE
83
Day & Ennis
Georgia
$542K +$542K +7,594 New
VFM
84
Vivid Financial Management
California
$537K -$79.4K -1,112 -13%
HGWM
85
Horst & Graben Wealth Management
Oregon
$518K +$518K +7,261 New
FAIM
86
Financial Advocates Investment Management
Washington
$508K +$508K +7,129 New
Baird Financial Group
87
Baird Financial Group
Wisconsin
$507K -$366K -5,131 -42%
ASN
88
Advisory Services Network
Georgia
$493K +$341K +4,770 +224%
CA
89
Cetera Advisors
Colorado
$456K +$456K +6,387 New
MIM
90
Macroview Investment Management
Maryland
$454K -$33.4K -467 -7%
CWM
91
Cornerstone Wealth Management
Missouri
$422K +$422K +5,918 New
VWM
92
Venturi Wealth Management
Texas
$418K -$439K -6,150 -51%
Stifel Financial
93
Stifel Financial
Missouri
$418K +$177K +2,500 +74%
EH
94
Equitable Holdings
New York
$412K +$134K +1,878 +48%
HIM
95
Hanlon Investment Management
New Jersey
$407K -$113K -1,586 -22%
PFA
96
Pettinga Financial Advisors
Indiana
$388K +$388K +5,441 New
PAMG
97
Patton Albertson Miller Group
Tennessee
$385K +$385K +5,400 New
SPC
98
Sigma Planning Corp
Michigan
$372K +$372K +5,216 New
HFA
99
High Falls Advisors
New York
$370K -$122K -1,703 -25%
VHAM
100
Van Hulzen Asset Management
California
$362K +$56.9K +798 +19%
2 3
4
5 6