iShares MSCI USA Size Factor ETF
SIZE
27 hedge funds and large institutions have $81.5M invested in iShares MSCI USA Size Factor ETF in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 0 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
23% more funds holding
Funds holding: 22 → 27 (+5)
9% more capital invested
Capital invested by funds: $75.1M → $81.5M (+$6.4M)
19.54% less ownership
Funds ownership: 47.29% → 27.75% (-20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
+$4.91M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$471K |
| 3 |
BlackRock
New York
|
+$287K |
| 4 |
Jane Street
New York
|
+$268K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$227K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.53M |
| 2 |
TSS
Two Sigma Securities
New York
|
-$1.17M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$201K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$31.9K |
| 5 |
CC
Courier Capital
Buffalo,
New York
|
-$7.2K |
SIZE Hedge Fund Activity: Q4 2017 in Review
27 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q4 2017, worth a combined $81.5M — up 8.5% from $75.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SIZE positions and 0 closed out — a net gain of 5 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Mizuho Trust & Banking, opening a new position worth an estimated $4.91M. The largest seller was Susquehanna International Group, cutting an estimated $3.53M.
- 27 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q4 2017, up from 22 in Q3 2017.
- Funds reported $81.5M of iShares MSCI USA Size Factor ETF stock for Q4 2017, up 8.5% quarter-over-quarter.
- 5 funds opened new iShares MSCI USA Size Factor ETF positions in Q4 2017 and 0 closed out, a net change of +5 holders.
- The largest iShares MSCI USA Size Factor ETF buyer in Q4 2017 was Mizuho Trust & Banking, an estimated $4.91M added.
- The largest iShares MSCI USA Size Factor ETF seller in Q4 2017 was Susquehanna International Group, an estimated $3.53M sold.
Based on aggregated 13F filings for Q4 2017.