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iShares MSCI USA Size Factor ETF
SIZE

6 hedge funds and large institutions have $147M invested in iShares MSCI USA Size Factor ETF in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,051% more capital inflows, than outflows

Capital inflows: $24M | Capital outflows: $761K

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

50% more funds holding

Funds holding: 4 → 6 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
United Services Automobile Association
United Services Automobile Association
Texas
+$23.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$220K
3
UBS
UBS
Switzerland
+$92.8K

Top Sellers

Rank Fund Capital Flow
1
Virtu KCG Holdings
Virtu KCG Holdings
New York
-$761K

SIZE Hedge Fund Activity: Q3 2014 in Review

6 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q3 2014, worth a combined $147M — up 18% from $125M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SIZE positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was United Services Automobile Association, opening a new position worth an estimated $23.7M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $761K sold.

  • 6 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q3 2014, up from 4 in Q2 2014.
  • Funds reported $147M of iShares MSCI USA Size Factor ETF stock for Q3 2014, up 18% quarter-over-quarter.
  • 3 funds opened new iShares MSCI USA Size Factor ETF positions in Q3 2014 and 1 closed out, a net change of +2 holders.
  • The largest iShares MSCI USA Size Factor ETF buyer in Q3 2014 was United Services Automobile Association, an estimated $23.7M added.
  • The largest iShares MSCI USA Size Factor ETF seller in Q3 2014 was Virtu KCG Holdings, an estimated $761K sold.

Based on aggregated 13F filings for Q3 2014.