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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

88 hedge funds and large institutions have $354M invested in iShares MSCI USA Size Factor ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 70 closing their positions.

Holders
88
Holders Change
-55
Holders Change %
-38.46%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
16
Increased
25
Reduced
44
Closed
70
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QA
1
Quantitative Advantage
Minnesota
$25.7M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.87M
3
CFG
3
Cooper Financial Group
California
$6.57M
4
VFM
4
Vivid Financial Management
California
$4.22M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.42M
2
BlackRock
2
BlackRock
New York
$113M
3
LPL Financial
3
LPL Financial
California
$2.87M
4
PAS
4
Park Avenue Securities
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$51.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$113M 1,286,069 -816,007 -39%
Bank of America
2
Bank of America
North Carolina
$51.8M 591,499 -270,888 -31%
Osaic Holdings
3
Osaic Holdings
Arizona
$33.3M 380,572 -17,124 -4%
QA
4
Quantitative Advantage
Minnesota
$25.7M 293,631 +293,631 New
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$10.7M 121,666 -5,931 -5%
Morgan Stanley
6
Morgan Stanley
New York
$9.82M 112,147 -163,938 -59%
Truist Financial
7
Truist Financial
North Carolina
$7.64M 87,183 +12,531 +17%
CFG
8
Cooper Financial Group
California
$6.57M 75,023 +43,353 +137%
TWM
9
Trinity Wealth Management
Pennsylvania
$6.57M 74,968 -32,618 -30%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$5.71M 80,055 – –
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.42M 61,856 -3,111,321 -98%
MPW
12
MA Private Wealth
California
$5.26M 60,064 -44,031 -42%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$4.87M 55,553 +55,553 New
CS
14
Credit Suisse
Switzerland
$4.45M 50,751 +20,966 +70%
VFM
15
Vivid Financial Management
California
$4.22M 48,143 +40,624 +540%
Goldman Sachs
16
Goldman Sachs
New York
$4.2M 47,963 +34,358 +253%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$3.63M 41,437 -5,263 -11%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$3.09M 35,267 -30,650 -46%
LPL Financial
19
LPL Financial
California
$2.87M 32,767 -510,837 -94%
SB
20
Strategic Blueprint
Georgia
$2.75M 31,394 +16,844 +116%
PA
21
Parallel Advisors
California
$2.63M 30,004 -128,850 -81%
AF
22
Advisornet Financial
Minnesota
$2.35M 26,812 +8,557 +47%
BRWA
23
B. Riley Wealth Advisors
Florida
$2.33M 26,633 -20,443 -43%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.33M 26,590 -121,416 -82%
HGWM
25
Horst & Graben Wealth Management
Oregon
$2.2M 25,056 +17,795 +245%
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