iShares MSCI USA Size Factor ETF
SIZE
20 hedge funds and large institutions have $58.4M invested in iShares MSCI USA Size Factor ETF in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 7 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
115% more capital invested
Capital invested by funds: $27.2M → $58.4M (+$31.2M)
9.66% more ownership
Funds ownership: 12.41% → 22.07% (+9.7%)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
9% less funds holding
Funds holding: 22 → 20 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$26.1M |
| 2 |
BlackRock
New York
|
+$7.12M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.37M |
| 4 |
Jane Street
New York
|
+$1.98M |
| 5 |
Morgan Stanley
New York
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.42M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.07M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$582K |
| 4 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$541K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$505K |
SIZE Hedge Fund Activity: Q1 2017 in Review
20 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q1 2017, worth a combined $58.4M — up 115% from $27.2M a quarter earlier.
Fund positioning in SIZE was balanced in Q1 2017: 7 funds opened new positions, 7 closed out, 8 added to existing stakes and 3 trimmed.
The largest buyer was United Services Automobile Association, adding an estimated $26.1M. The largest seller was Bank of America, cutting an estimated $3.42M.
- 20 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q1 2017, down from 22 in Q4 2016.
- Funds reported $58.4M of iShares MSCI USA Size Factor ETF stock for Q1 2017, up 115% quarter-over-quarter.
- 7 funds opened new iShares MSCI USA Size Factor ETF positions in Q1 2017 and 7 closed out, a net change of 0 holders.
- The largest iShares MSCI USA Size Factor ETF buyer in Q1 2017 was United Services Automobile Association, an estimated $26.1M added.
- The largest iShares MSCI USA Size Factor ETF seller in Q1 2017 was Bank of America, an estimated $3.42M sold.
Based on aggregated 13F filings for Q1 2017.