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iShares MSCI USA Size Factor ETF
SIZE

13 hedge funds and large institutions have $205M invested in iShares MSCI USA Size Factor ETF in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

165% more capital invested

Capital invested by funds: $77.3M → $205M (+$127M)

57.54% more ownership

Funds ownership: 33.27% → 90.81% (+58%)

0% more funds holding

Funds holding: 13 → 13 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
13
Holders Change
–
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
7
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
USAA
United Services Automobile Association
Texas
+$5.53M
2
Jane Street
Jane Street
New York
+$3.94M
3
Citadel Advisors
Citadel Advisors
Florida
+$657K
4
UBS Group
UBS Group
Switzerland
+$303K
5
Bank of America
Bank of America
North Carolina
+$258K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.39M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$759K
3
Citigroup
Citigroup
New York
-$2K

SIZE Hedge Fund Activity: Q3 2015 in Review

13 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q3 2015, worth a combined $205M — up 165% from $77.3M a quarter earlier.

Fund positioning in SIZE was balanced in Q3 2015: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 2 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $5.53M. The largest seller was Morgan Stanley, cutting an estimated $2.39M.

  • 13 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $205M of iShares MSCI USA Size Factor ETF stock for Q3 2015, up 165% quarter-over-quarter.
  • 2 funds opened new iShares MSCI USA Size Factor ETF positions in Q3 2015 and 2 closed out, a net change of 0 holders.
  • The largest iShares MSCI USA Size Factor ETF buyer in Q3 2015 was United Services Automobile Association, an estimated $5.53M added.
  • The largest iShares MSCI USA Size Factor ETF seller in Q3 2015 was Morgan Stanley, an estimated $2.39M sold.

Based on aggregated 13F filings for Q3 2015.