SIZE icon

iShares MSCI USA Size Factor ETF
SIZE

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.

New
Increased
Maintained
Reduced
Closed
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
Integrated Wealth Concepts
Massachusetts
$9.91M
2
M&T Bank
M&T Bank
New York
$6.69M
3
Bank of America
Bank of America
North Carolina
$61.6M
4
PA
Parallel Advisors
California
$11.3M
5
BCM
Brookstone Capital Management
Illinois
$2.26M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$227M
2
BlackRock
BlackRock
New York
$150M
3
LPL Financial
LPL Financial
California
$38.8M
4
PAS
Park Avenue Securities
New York
$29.5M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
126
Eudaimonia Partners
Tennessee
$25K -$72.3K -1,026 -74%
LWM
127
Lenox Wealth Management
Ohio
$23K -$31.7K -449 -58%
GRP
128
Global Retirement Partners
California
$21K -$26.2K -360 -55%
GSWM
129
Golden State Wealth Management
California
$21K +$21K +293 New
LSA
130
Lion Street Advisors
Texas
$18K +$18K +246 New
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
JPMorgan Chase & Co
132
JPMorgan Chase & Co
New York
$8K +$8K +106 New
Fidelity Investments
133
Fidelity Investments
Massachusetts
$5K -$909 -14 -15%
RWG
134
Regal Wealth Group
California
$5K – – –
AIC
135
Ameritas Investment Company
Nebraska
$4K +$4K +55 New
BWM
136
Baystate Wealth Management
Massachusetts
$4K +$4K +55 New
CHA
137
Carmichael Hill & Associates
Maryland
$4K +$4K +55 New
TFGT
138
TS Financial Group (TSFG)
Illinois
$3K -$2.13K -34 -41%
AWA
139
Arkadios Wealth Advisors
Georgia
$2.71K +$714 +10 +36%
FHA
140
Flagship Harbor Advisors
Massachusetts
$2K +$2K +30 New
DWM
141
Darwin Wealth Management
Florida
$2K +$2K +33 New
HF
142
Halpern Financial
Virginia
$1.43K +$1.43K +20 New
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$1K +$1K +10 New
Jane Street
144
Jane Street
New York
– -$11.2M -114,876 Closed
PFG
145
PAX Financial Group
Texas
– -$2.57M -25,606 Closed
MBT
146
Montecito Bank & Trust
California
– -$1.88M -19,337 Closed
VWA
147
Visionary Wealth Advisors
Illinois
– -$1.83M -18,798 Closed
PWA
148
Physician Wealth Advisors
Utah
– -$1.68M -17,017 Closed
Citadel Advisors
149
Citadel Advisors
Florida
– -$1.39M -14,215 Closed
MFG
150
Menard Financial Group
Texas
– -$1.18M -12,082 Closed
3 4 5
6
7