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iShares MSCI USA Size Factor ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PCG
101
Private Capital Group
Connecticut
$295K +$295K +3,029 New
CPO
102
Cerity Partners OCIO
New York
$286K +$286K +2,893 New
MYIA
103
Mount Yale Investment Advisors
Colorado
$283K +$283K +2,946 New
RFN
104
RDA Financial Network
Iowa
$259K -$59.8K -613 -19%
KFGK
105
Keystone Financial Group (Kentucky)
Kentucky
$245K +$245K +2,519 New
EWM
106
Edge Wealth Management
New York
$212K +$212K +2,177 New
ASN
107
Advisory Services Network
Georgia
$208K +$122K +1,251 +142%
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$145K +$145K +1,492 New
EP
109
Eudaimonia Partners
Tennessee
$135K +$135K +1,381 New
AIS
110
Accurate Investment Solutions
Pennsylvania
$91K +$91K +937 New
LWM
111
Lenox Wealth Management
Ohio
$76K +$76K +775 New
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$69K +$69K +704 New
GRP
113
Global Retirement Partners
California
$63K +$63K +649 New
RG
114
Retirement Group
California
$59K +$59K +601 New
Citigroup
115
Citigroup
New York
$47K -$6.27K -65 -12%
RIA
116
Realta Investment Advisors
Delaware
$30K
AssetMark Inc
117
AssetMark Inc
California
$30K +$30K +310 New
IA
118
IFP Advisors
Florida
$29K +$29K +292 New
MPWT
119
MassMutual Private Wealth & Trust
Connecticut
$27K +$27K +273 New
CIAS
120
Capital Investment Advisory Services
North Carolina
$27K +$27K +282 New
APC
121
Aspire Private Capital
North Carolina
$20K +$20K +208 New
APA
122
American Portfolios Advisors
New York
$12.4K +$12.4K +127 New
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$10K
Fidelity Investments
124
Fidelity Investments
Massachusetts
$9K -$791 -8 -8%
TFGT
125
TS Financial Group (TSFG)
Illinois
$8K +$8K +82 New