iShares MSCI USA Size Factor ETF
SIZE
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.
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
4% less capital invested
Capital invested by funds: $210M → $202M (-$8.11M)
3% less funds holding
Funds holding: 71 → 69 (-2)
8.31% less ownership
Funds ownership: 71.86% → 63.55% (-8.3%)
14% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 21
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.82M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.97M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$473K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$455K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$250K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.75M |
| 2 |
SPWM
Straight Path Wealth Management
Jenison,
Michigan
|
-$1.52M |
| 3 |
BlackRock
New York
|
-$1.32M |
| 4 |
Morgan Stanley
New York
|
-$1.25M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$925K |
SIZE Hedge Fund Activity: Q4 2022 in Review
69 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q4 2022, worth a combined $202M — down 3.9% from $210M a quarter earlier.
Fund positioning in SIZE was balanced in Q4 2022: 10 funds opened new positions, 10 closed out, 18 added to existing stakes and 21 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $2.82M. The largest seller was Jane Street, exiting entirely with an estimated $1.75M sold.
- 69 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q4 2022, down from 71 in Q3 2022.
- Funds reported $202M of iShares MSCI USA Size Factor ETF stock for Q4 2022, down 3.9% quarter-over-quarter.
- 10 funds opened new iShares MSCI USA Size Factor ETF positions in Q4 2022 and 10 closed out, a net change of 0 holders.
- The largest iShares MSCI USA Size Factor ETF buyer in Q4 2022 was Susquehanna International Group, an estimated $2.82M added.
- The largest iShares MSCI USA Size Factor ETF seller in Q4 2022 was Jane Street, an estimated $1.75M sold.
Based on aggregated 13F filings for Q4 2022.