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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 %
MYIA
101
Mount Yale Investment Advisors
Colorado
$323K +$113K +1,585 +54%
BAM
102
Belpointe Asset Management
Nevada
$309K +$46.5K +651 +18%
IFS
103
Ifrah Financial Services
Arkansas
$303K -$153K -2,134 -33%
CC
104
Courier Capital
New York
$299K – – –
HC
105
HNP Capital
New York
$299K +$299K +3,965 New
GSC
106
G&S Capital
Colorado
$294K +$21.1K +296 +8%
RCA
107
Rowland Carmichael Advisors
Arizona
$280K -$671K -9,387 -71%
RJT
108
Raymond James Trust
Florida
$247K +$247K +3,462 New
APW
109
Austin Private Wealth
Texas
$245K -$92K -1,288 -27%
PPP
110
Private Portfolio Partners
New Jersey
$235K +$235K +3,288 New
CPO
111
Cerity Partners OCIO
New York
$233K +$26.4K +369 +13%
Lido Advisors
112
Lido Advisors
California
$229K +$229K +3,206 New
RFN
113
RDA Financial Network
Iowa
$225K +$35.9K +504 +19%
CFW
114
CA Family Wealth
California
$201K -$79.7K -1,116 -28%
OFG
115
OmniStar Financial Group
North Carolina
$194K +$194K +2,718 New
PCG
116
Private Capital Group
Connecticut
$192K -$24.5K -343 -11%
FCA
117
FinTrust Capital Advisors
South Carolina
$177K -$70.6K -991 -29%
PFGIA
118
Patriot Financial Group Insurance Agency
Massachusetts
$176K +$69.7K +979 +66%
SWA
119
Stratos Wealth Advisors
Ohio
$139K -$144K -2,008 -51%
AIS
120
Accurate Investment Solutions
Pennsylvania
$115K +$48.1K +673 +72%
CIAS
121
Capital Investment Advisory Services
North Carolina
$81K +$61K +859 +305%
APC
122
Aspire Private Capital
North Carolina
$50K +$35.3K +498 +239%
Citigroup
123
Citigroup
New York
$40K +$4.84K +67 +14%
NFG
124
Next Financial Group
Texas
$29K +$29K +407 New
IA
125
IFP Advisors
Florida
$26K +$4.73K +65 +22%
3 4
5
6 7