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iShares MSCI USA Size Factor ETF
SIZE

22 hedge funds and large institutions have $27.2M invested in iShares MSCI USA Size Factor ETF in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,370% more capital inflows, than outflows

Capital inflows: $13.4M | Capital outflows: $909K

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

22% more funds holding

Funds holding: 18 → 22 (+4)

12.41% more ownership

Funds ownership: 0% → 12.41% (+12%)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.91M
2
BlackRock Investment Management
BlackRock Investment Management
Delaware
+$2.41M
3
Morgan Stanley
Morgan Stanley
New York
+$1.54M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.39M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
AIM
Advantage Investment Management
Iowa
-$487K
2
Advisor Group
Advisor Group
Arizona
-$422K

SIZE Hedge Fund Activity: Q4 2016 in Review

22 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q4 2016, worth a combined $27.2M — up 93% from $14.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SIZE positions and 0 closed out — a net gain of 5 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Bank of America, adding an estimated $3.91M. The largest seller was Advantage Investment Management, cutting an estimated $487K.

  • 22 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q4 2016, up from 18 in Q3 2016.
  • Funds reported $27.2M of iShares MSCI USA Size Factor ETF stock for Q4 2016, up 93% quarter-over-quarter.
  • 5 funds opened new iShares MSCI USA Size Factor ETF positions in Q4 2016 and 0 closed out, a net change of +5 holders.
  • The largest iShares MSCI USA Size Factor ETF buyer in Q4 2016 was Bank of America, an estimated $3.91M added.
  • The largest iShares MSCI USA Size Factor ETF seller in Q4 2016 was Advantage Investment Management, an estimated $487K sold.

Based on aggregated 13F filings for Q4 2016.