SIZE icon

iShares MSCI USA Size Factor ETF
SIZE

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 %
CWM
126
Cornerstone Wealth Management
Missouri
– -$422K -5,918 Closed
Stifel Financial
127
Stifel Financial
Missouri
– -$418K -5,891 Closed
VWM
128
Venturi Wealth Management
Texas
– -$418K -5,853 Closed
EH
129
Equitable Holdings
New York
– -$412K -5,772 Closed
HIM
130
Hanlon Investment Management
New Jersey
– -$407K -5,703 Closed
PFA
131
Pettinga Financial Advisors
Indiana
– -$388K -5,441 Closed
PAMG
132
Patton Albertson Miller Group
Tennessee
– -$385K -5,400 Closed
SPC
133
Sigma Planning Corp
Michigan
– -$372K -5,216 Closed
HFA
134
High Falls Advisors
New York
– -$370K -5,180 Closed
VHAM
135
Van Hulzen Asset Management
California
– -$362K -5,074 Closed
MYIA
136
Mount Yale Investment Advisors
Colorado
– -$323K -4,531 Closed
HC
137
HNP Capital
New York
– -$299K -3,965 Closed
PPP
138
Private Portfolio Partners
New Jersey
– -$235K -3,288 Closed
OFG
139
OmniStar Financial Group
North Carolina
– -$194K -2,718 Closed
PCG
140
Private Capital Group
Connecticut
– -$192K -2,686 Closed
FCA
141
FinTrust Capital Advisors
South Carolina
– -$177K -2,485 Closed
AIS
142
Accurate Investment Solutions
Pennsylvania
– -$115K -1,610 Closed
APC
143
Aspire Private Capital
North Carolina
– -$50K -706 Closed
NFG
144
Next Financial Group
Texas
– -$29K -407 Closed
EP
145
Eudaimonia Partners
Tennessee
– -$25K -355 Closed
LWM
146
Lenox Wealth Management
Ohio
– -$23K -326 Closed
GSWM
147
Golden State Wealth Management
California
– -$21K -293 Closed
GRP
148
Global Retirement Partners
California
– -$21K -289 Closed
LSA
149
Lion Street Advisors
Texas
– -$18K -246 Closed
JPMorgan Chase & Co
150
JPMorgan Chase & Co
New York
– -$8K -106 Closed
3 4 5
6
7