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iShares MSCI USA Size Factor ETF

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.

Holders
131
Holders Change
+91
Holders Change %
+227.5%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
94
Increased
21
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$470M 4,824,436 +4,824,436 New
BlackRock
2
BlackRock
New York
$249M 2,557,355 +2,037,379 +392%
LPL Financial
3
LPL Financial
California
$80.1M 822,266 +810,762 +7,048%
Bank of America
4
Bank of America
North Carolina
$76M 780,650 +543,614 +229%
PAS
5
Park Avenue Securities
New York
$57.7M 591,894 +591,894 New
AG
6
Advisor Group
Arizona
$42.1M 432,235 +431,852 +112,755%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$40.7M 417,933 +417,933 New
Morgan Stanley
8
Morgan Stanley
New York
$27.6M 283,241 +265,997 +1,543%
Victory Capital Management
9
Victory Capital Management
Texas
$24M 246,819 -33,652 -12%
MML Investors Services
10
MML Investors Services
Massachusetts
$21.9M 225,085 +222,784 +9,682%
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$21.9M 224,818 -42,793 -16%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$18.6M 190,404 +189,510 +21,198%
ECM
13
ETrade Capital Management
Virginia
$18M 184,595 +184,595 New
WP
14
WealthSource Partners
California
$13.2M 135,657 +135,657 New
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$11.9M 121,890 +121,890 New
TWM
16
Trinity Wealth Management
Pennsylvania
$11.3M 116,242 +116,242 New
PA
17
Parallel Advisors
California
$11.3M 115,543 +115,543 New
Jane Street
18
Jane Street
New York
$11.2M 114,876 +52,409 +84%
MPW
19
MA Private Wealth
California
$9.64M 98,993 +98,993 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$9.09M 93,344 +93,344 New
MCIA
21
Mountain Capital Investment Advisors
Colorado
$7.77M 79,501 +79,501 New
Ameriprise
22
Ameriprise
Minnesota
$7.47M 76,674 +76,674 New
Wells Fargo
23
Wells Fargo
California
$7.34M 75,367 +52,115 +224%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$7.29M 74,790 +513 +0.7%
Truist Financial
25
Truist Financial
North Carolina
$7.16M 73,455 +73,455 New