iShares MSCI USA Size Factor ETF
SIZE
131 hedge funds and large institutions have $1.41B invested in iShares MSCI USA Size Factor ETF in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 2 closing their positions.
4,600% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 2
770% more capital invested
Capital invested by funds: $162M → $1.41B (+$1.25B)
228% more funds holding
Funds holding: 40 → 131 (+91)
75% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 12
46.87% more ownership
Funds ownership: 41.59% → 88.46% (+47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$451M |
| 2 |
BlackRock
New York
|
+$190M |
| 3 |
LPL Financial
San Diego,
California
|
+$75.8M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$55.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$50.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$4M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$3.15M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.11M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$454K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$363K |
SIZE Hedge Fund Activity: Q4 2019 in Review
131 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q4 2019, worth a combined $1.41B — up 770% from $162M a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new SIZE positions and 2 closed out — a net gain of 92 holders — while 21 added to existing stakes and 12 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $451M. The largest seller was Fifth Third Bancorp, cutting an estimated $4M.
- 131 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q4 2019, up from 40 in Q3 2019.
- Funds reported $1.41B of iShares MSCI USA Size Factor ETF stock for Q4 2019, up 770% quarter-over-quarter.
- 94 funds opened new iShares MSCI USA Size Factor ETF positions in Q4 2019 and 2 closed out, a net change of +92 holders.
- The largest iShares MSCI USA Size Factor ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $451M added.
- The largest iShares MSCI USA Size Factor ETF seller in Q4 2019 was Fifth Third Bancorp, an estimated $4M sold.
Based on aggregated 13F filings for Q4 2019.