iShares MSCI USA Size Factor ETF
SIZE
18 hedge funds and large institutions have $14.1M invested in iShares MSCI USA Size Factor ETF in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 2 closing their positions.
900% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 1
0% more funds holding
Funds holding: 18 → 18 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
84.51% less ownership
Funds ownership: 91.84% → 7.33% (-85%)
93% less capital invested
Capital invested by funds: $194M → $14.1M (-$180M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$2.07M |
| 2 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
+$1,000K |
| 3 |
Morgan Stanley
New York
|
+$807K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$746K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$264K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASRS
Arizona State Retirement System
Phoenix,
Arizona
|
-$154M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$31.7M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$232K |
SIZE Hedge Fund Activity: Q3 2016 in Review
18 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q3 2016, worth a combined $14.1M — down 93% from $194M a quarter earlier.
Fund positioning in SIZE was balanced in Q3 2016: 2 funds opened new positions, 2 closed out, 10 added to existing stakes and 1 trimmed.
The largest buyer was BlackRock Investment Management, adding an estimated $2.07M. The largest seller was Arizona State Retirement System, exiting entirely with an estimated $154M sold.
- 18 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q3 2016, unchanged from Q2 2016.
- Funds reported $14.1M of iShares MSCI USA Size Factor ETF stock for Q3 2016, down 93% quarter-over-quarter.
- 2 funds opened new iShares MSCI USA Size Factor ETF positions in Q3 2016 and 2 closed out, a net change of 0 holders.
- The largest iShares MSCI USA Size Factor ETF buyer in Q3 2016 was BlackRock Investment Management, an estimated $2.07M added.
- The largest iShares MSCI USA Size Factor ETF seller in Q3 2016 was Arizona State Retirement System, an estimated $154M sold.
Based on aggregated 13F filings for Q3 2016.