iShares MSCI USA Size Factor ETF
SIZE
40 hedge funds and large institutions have $162M invested in iShares MSCI USA Size Factor ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
30% more capital invested
Capital invested by funds: $124M → $162M (+$37.9M)
18% more funds holding
Funds holding: 34 → 40 (+6)
9.03% more ownership
Funds ownership: 32.56% → 41.59% (+9%)
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$25.4M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$23.4M |
| 3 |
BlackRock
New York
|
+$7.37M |
| 4 |
Jane Street
New York
|
+$5.66M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$29.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.44M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.68M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$881K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$232K |
SIZE Hedge Fund Activity: Q3 2019 in Review
40 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q3 2019, worth a combined $162M — up 30% from $124M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SIZE positions and 5 closed out — a net gain of 6 holders — while 9 added to existing stakes and 13 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $25.4M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $29.6M sold.
- 40 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q3 2019, up from 34 in Q2 2019.
- Funds reported $162M of iShares MSCI USA Size Factor ETF stock for Q3 2019, up 30% quarter-over-quarter.
- 11 funds opened new iShares MSCI USA Size Factor ETF positions in Q3 2019 and 5 closed out, a net change of +6 holders.
- The largest iShares MSCI USA Size Factor ETF buyer in Q3 2019 was Victory Capital Management, an estimated $25.4M added.
- The largest iShares MSCI USA Size Factor ETF seller in Q3 2019 was United Services Automobile Association, an estimated $29.6M sold.
Based on aggregated 13F filings for Q3 2019.