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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 %
SW
101
SteelPeak Wealth
California
– -$2.14M -29,954 Closed
SHJ
102
Sharkey, Howes & Javer
Colorado
– -$1.94M -27,226 Closed
SXL
103
Summit X LLC
Missouri
– -$1.82M -25,775 Closed
HighTower Advisors
104
HighTower Advisors
Illinois
– -$1.43M -20,388 Closed
HPC
105
Hobart Private Capital
North Carolina
– -$1.27M -17,830 Closed
SWP
106
Stratos Wealth Partners
Ohio
– -$1.17M -16,386 Closed
LFPWM
107
Leicht Financial Planning & Wealth Management
New Jersey
– -$1.14M -16,093 Closed
FAAS
108
First Allied Advisory Services
California
– -$1.14M -16,030 Closed
CAM
109
Concorde Asset Management
Michigan
– -$1.03M -14,422 Closed
BWP
110
Bernardo Wealth Planning
Pennsylvania
– -$1.02M -14,343 Closed
CS
111
Comerica Securities
Michigan
– -$1M -14,030 Closed
I
112
INVST
Indiana
– -$907K -13,376 Closed
WI
113
Wintrust Investments
Illinois
– -$903K -12,644 Closed
SPIA
114
Steward Partners Investment Advisory
New York
– -$893K -12,521 Closed
RJA
115
Raymond James & Associates
Florida
– -$851K -11,918 Closed
Prudential Financial
116
Prudential Financial
New Jersey
– -$849K -11,894 Closed
MCIA
117
Mountain Capital Investment Advisors
Colorado
– -$815K -10,419 Closed
TF
118
Trek Financial
Arizona
– -$722K -10,120 Closed
MAFM
119
Mid Atlantic Financial Management
Pennsylvania
– -$584K -8,178 Closed
TPWA
120
TRUE Private Wealth Advisors
Oregon
– -$569K -7,983 Closed
SMG
121
Smart Money Group
Texas
– -$565K -7,915 Closed
DE
122
Day & Ennis
Georgia
– -$542K -7,594 Closed
Baird Financial Group
123
Baird Financial Group
Wisconsin
– -$507K -7,100 Closed
ASN
124
Advisory Services Network
Georgia
– -$493K -6,903 Closed
CA
125
Cetera Advisors
Colorado
– -$456K -6,387 Closed
3 4
5
6 7