SIZE icon

iShares MSCI USA Size Factor ETF
SIZE

Overview Fund Activity

89 hedge funds and large institutions have $350M invested in iShares MSCI USA Size Factor ETF in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 14 closing their positions.

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
35
Reduced
31
Closed
14
Calls
–
Puts
$219K
Net Calls
-$219K
Net Calls Change
-$219K

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$7.09M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.87M
3
TRCT
3
Tower Research Capital (TRC)
New York
$2.29M
4
SMG
4
Smart Money Group
Texas
$1.89M
5
5L
5
55I LLC
Massachusetts
$3.29M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$19.9M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$1.02M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$2.27M
4
CS
4
Credit Suisse
Switzerland
$0
5
BlackRock
5
BlackRock
New York
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
76
Retirement Group
California
$47K -$9.33K -100 -17%
Citigroup
77
Citigroup
New York
$46K -$126K -1,335 -73%
FFA
78
Founders Financial Alliance
North Carolina
$46K +$46K +489 New
LWM
79
Liberty Wealth Management
California
$31K +$22.8K +246 +280%
PFA
80
Professional Financial Advisors
Nebraska
$24K +$24K +259 New
LFG
81
LifePlan Financial Group
Ohio
$21K -$10.6K -115 -34%
NFG
82
Next Financial Group
Texas
$17K +$17K +182 New
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
Fidelity Investments
84
Fidelity Investments
Massachusetts
$7K -$757 -8 -10%
RWG
85
Regal Wealth Group
California
$7K – – –
MIM
86
Macroview Investment Management
Maryland
$5K – – –
CFGS
87
Concourse Financial Group Securities
Alabama
$4K – – –
SMG
88
Spectrum Management Group
Indiana
$2K – – –
SXL
89
Summit X LLC
Missouri
$1.41K +$1.41K +320 New
CS
90
Credit Suisse
Switzerland
– -$4.45M -50,751 Closed
AWM
91
AE Wealth Management
Kansas
– -$1.96M -22,427 Closed
SS
92
Simplicity Solutions
Minnesota
– -$1.9M -21,691 Closed
FAIM
93
Financial Advocates Investment Management
Washington
– -$650K -7,360 Closed
CWS
94
Cypress Wealth Services
California
– -$203K -2,318 Closed
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
– -$119K -1,354 Closed
PAG
96
Private Advisor Group
New Jersey
– -$21K -243 Closed
CAN
97
Cetera Advisor Networks
California
– -$10K -114 Closed
CHA
98
Carmichael Hill & Associates
Maryland
– -$8K -90 Closed
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
– -$4K -51 Closed
KWM
100
Keebeck Wealth Management
Illinois
– -$3K -43 Closed
1 2 3
4
5