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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

69 hedge funds and large institutions have $202M invested in iShares MSCI USA Size Factor ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
18
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.62M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.51M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$773K
5
UBS Group
5
UBS Group
Switzerland
$824K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
SPWM
2
Straight Path Wealth Management
Michigan
$0
3
BlackRock
3
BlackRock
New York
$59.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.72M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$3.41M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$59.4M 522,630 -11,693 -2%
Bank of America
2
Bank of America
North Carolina
$42.1M 370,531 +90 +0%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.7M 172,935 +4,175 +2%
TWM
4
Trinity Wealth Management
Pennsylvania
$11.7M 102,664 -3,987 -4%
MPW
5
MA Private Wealth
California
$7.11M 62,516 -1,291 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.17M 54,259 +1,747 +3%
Morgan Stanley
7
Morgan Stanley
New York
$5.72M 50,325 -11,069 -18%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$4.95M 43,543 +1,179 +3%
CFC
9
Client First Capital
California
$4.76M 41,864 -2,255 -5%
Lido Advisors
10
Lido Advisors
California
$4.7M 41,336 -3,932 -9%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$4.62M 40,661 +24,946 +159%
LPL Financial
12
LPL Financial
California
$4.52M 39,776 -2,170 -5%
VHAM
13
Van Hulzen Asset Management
California
$3.99M 35,072 +89 +0.3%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$3.41M 30,017 -8,175 -21%
Citadel Advisors
15
Citadel Advisors
Florida
$2.51M 22,112 +17,370 +366%
Truist Financial
16
Truist Financial
North Carolina
$2.4M 21,122 -8,124 -28%
PA
17
Parallel Advisors
California
$1.48M 13,006 -1,005 -7%
WBG
18
Wharton Business Group
Pennsylvania
$1.45M 12,725 – –
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.41M 12,409 -266 -2%
GSC
20
G&S Capital
Colorado
$1.07M 9,393 +65 +0.7%
SB
21
Strategic Blueprint
Georgia
$891K 7,837 -752 -9%
UBS Group
22
UBS Group
Switzerland
$824K 7,249 +2,208 +44%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$773K 6,795 +4,023 +145%
CPO
24
Cerity Partners OCIO
New York
$622K 5,466 +86 +2%
C1AG
25
Client 1st Advisory Group
Florida
$572K 5,030 -1,045 -17%
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