iShares MSCI USA Size Factor ETF
SIZE
20 hedge funds and large institutions have $66.4M invested in iShares MSCI USA Size Factor ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.
14% more capital invested
Capital invested by funds: $58.4M → $66.4M (+$8.09M)
0% more funds holding
Funds holding: 20 → 20 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
1.2% less ownership
Funds ownership: 22.07% → 20.87% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.02M |
| 2 |
BlackRock
New York
|
+$2.5M |
| 3 |
Jane Street
New York
|
+$983K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$931K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$662K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.46M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$825K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$313K |
| 4 |
SG Americas Securities
New York
|
-$189K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$47.5K |
SIZE Hedge Fund Activity: Q2 2017 in Review
20 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q2 2017, worth a combined $66.4M — up 14% from $58.4M a quarter earlier.
Fund positioning in SIZE was balanced in Q2 2017: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 6 trimmed.
The largest buyer was Bank of America, adding an estimated $3.02M. The largest seller was Morgan Stanley, cutting an estimated $1.46M.
- 20 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $66.4M of iShares MSCI USA Size Factor ETF stock for Q2 2017, up 14% quarter-over-quarter.
- 3 funds opened new iShares MSCI USA Size Factor ETF positions in Q2 2017 and 3 closed out, a net change of 0 holders.
- The largest iShares MSCI USA Size Factor ETF buyer in Q2 2017 was Bank of America, an estimated $3.02M added.
- The largest iShares MSCI USA Size Factor ETF seller in Q2 2017 was Morgan Stanley, an estimated $1.46M sold.
Based on aggregated 13F filings for Q2 2017.