iShares MSCI USA Size Factor ETF
SIZE
40 hedge funds and large institutions have $164M invested in iShares MSCI USA Size Factor ETF in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
79% more capital invested
Capital invested by funds: $91.6M → $164M (+$72.8M)
33% more funds holding
Funds holding: 30 → 40 (+10)
2.98% less ownership
Funds ownership: 36.22% → 33.24% (-3%)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$38.2M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$9.37M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.63M |
| 4 |
Jane Street
New York
|
+$3.67M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.19M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$2.49M |
| 3 |
Morgan Stanley
New York
|
-$1.57M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$464K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$417K |
SIZE Hedge Fund Activity: Q1 2019 in Review
40 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q1 2019, worth a combined $164M — up 79% from $91.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SIZE positions and 3 closed out — a net gain of 10 holders — while 8 added to existing stakes and 12 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $38.2M. The largest seller was UBS Group, cutting an estimated $3.19M.
- 40 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q1 2019, up from 30 in Q4 2018.
- Funds reported $164M of iShares MSCI USA Size Factor ETF stock for Q1 2019, up 79% quarter-over-quarter.
- 13 funds opened new iShares MSCI USA Size Factor ETF positions in Q1 2019 and 3 closed out, a net change of +10 holders.
- The largest iShares MSCI USA Size Factor ETF buyer in Q1 2019 was Goldman Sachs, an estimated $38.2M added.
- The largest iShares MSCI USA Size Factor ETF seller in Q1 2019 was UBS Group, an estimated $3.19M sold.
Based on aggregated 13F filings for Q1 2019.