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iShares MSCI USA Size Factor ETF

67 hedge funds and large institutions have $198M invested in iShares MSCI USA Size Factor ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
17
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$56.7M 462,013 -47,208 -9%
Bank of America
2
Bank of America
North Carolina
$46M 374,691 -6,192 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.1M 188,293 +7,593 +4%
TWM
4
Trinity Wealth Management
Pennsylvania
$13.1M 106,546 +3,269 +3%
MPW
5
MA Private Wealth
California
$7.18M 58,465 -407 -0.7%
Lido Advisors
6
Lido Advisors
California
$5.59M 45,577 +4,048 +10%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.25M 42,619 -10,795 -20%
Morgan Stanley
8
Morgan Stanley
New York
$4.77M 38,864 -15,694 -29%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$4.41M 35,912 -2,018 -5%
LPL Financial
10
LPL Financial
California
$4.16M 33,858 -3,653 -10%
Citadel Advisors
11
Citadel Advisors
Florida
$3.85M 31,347 +17,793 +131%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$3.17M 25,846 -2,938 -10%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.7M 22,022 +17,330 +369%
Qube Research & Technologies (QRT)
14
Qube Research & Technologies (QRT)
United Kingdom
$2.09M 36,962 +36,758 +18,019%
WBG
15
Wharton Business Group
Pennsylvania
$1.56M 12,725
PA
16
Parallel Advisors
California
$1.38M 11,225 -100 -0.9%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$1.22M 9,919 -1,572 -14%
GSC
18
G&S Capital
Colorado
$1.09M 8,867 -234 -3%
CWM
19
Certus Wealth Management
California
$1.08M 8,826 +8,826 New
SB
20
Strategic Blueprint
Georgia
$742K 6,042 -1,398 -19%
BW
21
Bison Wealth
Georgia
$635K 5,175 +5,175 New
WP
22
WealthShield Partners
North Carolina
$630K 5,130 +2,897 +130%
Cerity Partners
23
Cerity Partners
New York
$597K 4,864 +4,864 New
C1AG
24
Client 1st Advisory Group
Florida
$551K 4,486 -327 -7%
KFGK
25
Keystone Financial Group (Kentucky)
Kentucky
$538K 4,382 +4,382 New