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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

64 hedge funds and large institutions have $194M invested in iShares MSCI USA Size Factor ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
64
Holders Change
-5
Holders Change %
-7.25%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
10
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$1.3M
2
Bank of America
2
Bank of America
North Carolina
$44.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.43M
5
CL
5
Choreo LLC
Illinois
$203K

Top Sellers

1
CFC
1
Client First Capital
California
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$553K
3
VHAM
3
Van Hulzen Asset Management
California
$0
4
BlackRock
4
BlackRock
New York
$60M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$60M 509,221 -13,409 -3%
Bank of America
2
Bank of America
North Carolina
$44.9M 380,883 +10,352 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.3M 180,700 +7,765 +4%
TWM
4
Trinity Wealth Management
Pennsylvania
$12.2M 103,277 +613 +0.6%
MPW
5
MA Private Wealth
California
$6.94M 58,872 -3,644 -6%
Morgan Stanley
6
Morgan Stanley
New York
$6.43M 54,558 +4,233 +8%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.24M 53,414 -845 -2%
Lido Advisors
8
Lido Advisors
California
$4.89M 41,529 +193 +0.5%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$4.47M 37,930 -5,613 -13%
LPL Financial
10
LPL Financial
California
$4.42M 37,511 -2,265 -6%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$3.39M 28,784 -1,233 -4%
Truist Financial
12
Truist Financial
North Carolina
$2.36M 20,063 -1,059 -5%
Citadel Advisors
13
Citadel Advisors
Florida
$1.6M 13,554 -8,558 -39%
WBG
14
Wharton Business Group
Pennsylvania
$1.5M 12,725 – –
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$1.35M 11,491 -918 -7%
PA
16
Parallel Advisors
California
$1.33M 11,325 -1,681 -13%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$1.3M 10,994 +10,994 New
GSC
18
G&S Capital
Colorado
$1.07M 9,101 -292 -3%
SB
19
Strategic Blueprint
Georgia
$877K 7,440 -397 -5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$662K 5,616 -1,179 -17%
C1AG
21
Client 1st Advisory Group
Florida
$567K 4,813 -217 -4%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$553K 4,692 -35,969 -88%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$471K 3,999 +511 +15%
UBS Group
24
UBS Group
Switzerland
$453K 3,840 -3,409 -47%
BWM
25
BCGM Wealth Management
Indiana
$374K 3,170 -168 -5%
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