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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

143 hedge funds and large institutions have $805M invested in iShares MSCI USA Size Factor ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 36 increasing their positions, 64 reducing their positions, and 23 closing their positions.

Holders
143
Holders Change
+12
Holders Change %
+9.16%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
39
Increased
36
Reduced
64
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$28.5M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$9.91M
3
M&T Bank
3
M&T Bank
New York
$6.69M
4
Bank of America
4
Bank of America
North Carolina
$61.6M
5
PA
5
Parallel Advisors
California
$11.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$227M
2
BlackRock
2
BlackRock
New York
$150M
3
LPL Financial
3
LPL Financial
California
$38.8M
4
PAS
4
Park Avenue Securities
New York
$29.5M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$227M 3,173,177 -1,651,259 -34%
BlackRock
2
BlackRock
New York
$150M 2,102,076 -455,279 -18%
Bank of America
3
Bank of America
North Carolina
$61.6M 862,387 +81,737 +10%
LPL Financial
4
LPL Financial
California
$38.8M 543,604 -278,662 -34%
PAS
5
Park Avenue Securities
New York
$29.5M 412,961 -178,933 -30%
Osaic Holdings
6
Osaic Holdings
Arizona
$28.5M 397,696 +397,696 New
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$21.9M 306,968 -110,965 -27%
Morgan Stanley
8
Morgan Stanley
New York
$19.7M 276,085 -7,156 -3%
ECM
9
ETrade Capital Management
Virginia
$12.4M 174,073 -10,522 -6%
Victory Capital Management
10
Victory Capital Management
Texas
$12M 167,822 -78,997 -32%
PA
11
Parallel Advisors
California
$11.3M 158,854 +43,311 +37%
MML Investors Services
12
MML Investors Services
Massachusetts
$10.6M 148,006 -77,079 -34%
IWC
13
Integrated Wealth Concepts
Massachusetts
$9.91M 138,778 +120,404 +655%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$9.11M 127,597 -97,221 -43%
TWM
15
Trinity Wealth Management
Pennsylvania
$7.68M 107,586 -8,656 -7%
MPW
16
MA Private Wealth
California
$7.43M 104,095 +5,102 +5%
Wells Fargo
17
Wells Fargo
California
$7.28M 101,998 +26,631 +35%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$7.1M 99,516 +6,172 +7%
WP
19
WealthSource Partners
California
$6.77M 94,794 -40,863 -30%
M&T Bank
20
M&T Bank
New York
$6.69M 93,785 +93,785 New
Ameriprise
21
Ameriprise
Minnesota
$5.84M 79,892 +3,218 +4%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$5.71M 80,055 -41,835 -34%
Truist Financial
23
Truist Financial
North Carolina
$5.33M 74,652 +1,197 +2%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$4.71M 65,917 -5,448 -8%
BRWA
25
B. Riley Wealth Advisors
Florida
$3.36M 47,076 -5,791 -11%
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