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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

83 hedge funds and large institutions have $403M invested in iShares MSCI USA Size Factor ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 40 reducing their positions, and 29 closing their positions.

Holders
83
Holders Change
-18
Holders Change %
-17.82%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
19
Reduced
40
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$78.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.5M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$4.2M
5
Barclays
5
Barclays
United Kingdom
$2.88M

Top Sellers

1
TEE
1
Tibra Equities Europe
United Kingdom
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
QA
3
Quantitative Advantage
Minnesota
$0
4
BlackRock
4
BlackRock
New York
$143M
5
5L
5
55I LLC
Massachusetts
$849K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
76
Meeder Asset Management
Ohio
$34K +$34K +286 New
NFG
77
Next Financial Group
Texas
$30K – – –
AWM
78
Avior Wealth Management
Nebraska
$30K +$30K +251 New
PFA
79
Professional Financial Advisors
Nebraska
$27K -$4.2K -35 -13%
IA
80
IFP Advisors
Florida
$13K -$66.1K -559 -84%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
Fidelity Investments
82
Fidelity Investments
Massachusetts
$9K -$122 -1 -1%
RWG
83
Regal Wealth Group
California
$8K – – –
CFD
84
Creative Financial Designs
Indiana
$2K -$103K -983 -98%
TEE
85
Tibra Equities Europe
United Kingdom
– -$81.2M -730,524 Closed
SG Americas Securities
86
SG Americas Securities
New York
– -$81.2M -730,524 Closed
QA
87
Quantitative Advantage
Minnesota
– -$31.1M -279,522 Closed
Citadel Advisors
88
Citadel Advisors
Florida
– -$6.41M -57,646 Closed
Goldman Sachs
89
Goldman Sachs
New York
– -$4.88M -43,852 Closed
SW
90
SteelPeak Wealth
California
– -$3.24M -29,098 Closed
HGWM
91
Horst & Graben Wealth Management
Oregon
– -$1.97M -17,746 Closed
FFN
92
Focus Financial Network
Minnesota
– -$1.95M -17,500 Closed
CC
93
Copperleaf Capital
North Carolina
– -$1.73M -15,538 Closed
APW
94
Austin Private Wealth
Texas
– -$1.54M -13,815 Closed
FAIM
95
Financial Advocates Investment Management
Washington
– -$605K -12,644 Closed
AWM
96
AE Wealth Management
Kansas
– -$945K -8,499 Closed
SPAS
97
Spectrum Planning & Advisory Services
California
– -$811K -7,299 Closed
SWA
98
Stratos Wealth Advisors
Ohio
– -$575K -5,174 Closed
SCA
99
Snowden Capital Advisors
New York
– -$561K -5,042 Closed
Jane Street
100
Jane Street
New York
– -$521K -4,687 Closed
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