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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

88 hedge funds and large institutions have $354M invested in iShares MSCI USA Size Factor ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 70 closing their positions.

Holders
88
Holders Change
-55
Holders Change %
-38.46%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
16
Increased
25
Reduced
44
Closed
70
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QA
1
Quantitative Advantage
Minnesota
$25.7M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.87M
3
CFG
3
Cooper Financial Group
California
$6.57M
4
VFM
4
Vivid Financial Management
California
$4.22M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.42M
2
BlackRock
2
BlackRock
New York
$113M
3
LPL Financial
3
LPL Financial
California
$2.87M
4
PAS
4
Park Avenue Securities
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
76
Cetera Advisor Networks
California
$10K +$10K +114 New
LWM
77
Liberty Wealth Management
California
$8K -$1.06M -11,610 -99%
CHA
78
Carmichael Hill & Associates
Maryland
$8K +$3.11K +35 +64%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$7K +$427 +5 +6%
RWG
80
Regal Wealth Group
California
$6K – – –
MIM
81
Macroview Investment Management
Maryland
$5K -$584K -6,303 -99%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$4K -$599K -7,631 -99%
CFGS
83
Concourse Financial Group Securities
Alabama
$3K -$1.33M -16,856 -100%
KWM
84
Keebeck Wealth Management
Illinois
$3K +$3K +43 New
SMG
85
Spectrum Management Group
Indiana
$2K -$2.8M -26,619 -100%
BHWM
86
Bay Harbor Wealth Management
Maryland
$1K -$474K -8,054 -100%
JCM
87
Jacobi Capital Management
Pennsylvania
$1K +$1K +6 New
PAS
88
Park Avenue Securities
New York
– -$29.5M -412,961 Closed
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
– -$21.9M -306,968 Closed
ECM
90
ETrade Capital Management
Virginia
– -$12.4M -174,073 Closed
Victory Capital Management
91
Victory Capital Management
Texas
– -$12M -167,822 Closed
M&T Bank
92
M&T Bank
New York
– -$6.69M -93,785 Closed
Ameriprise
93
Ameriprise
Minnesota
– -$5.84M -79,892 Closed
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
– -$3.18M -46,286 Closed
Bank of New York Mellon
95
Bank of New York Mellon
New York
– -$3.17M -44,338 Closed
IWP
96
Icon Wealth Partners
Texas
– -$2.78M -38,911 Closed
AI
97
Atria Investments
North Carolina
– -$2.7M -37,805 Closed
SHIM
98
Stone House Investment Management
Pennsylvania
– -$2.55M -35,676 Closed
NA
99
NewEdge Advisors
Louisiana
– -$2.28M -31,961 Closed
BCM
100
Brookstone Capital Management
Illinois
– -$2.26M -31,646 Closed
2 3
4
5 6