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.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
93% more capital invested
Capital invested by funds: $14.1M → $27.2M (+$13.1M)
22% more funds holding
Funds holding: 18 → 22 (+4)
5.08% more ownership
Funds ownership: 7.33% → 12.41% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.91M |
| 2 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$2.41M |
| 3 |
Morgan Stanley
New York
|
+$1.54M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1.39M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$487K |
| 2 |
AG
Advisor Group
Phoenix,
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.