iShares MSCI USA Size Factor ETF
SIZE
68 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.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
5% more funds holding
Funds holding: 65 → 68 (+3)
2.04% more ownership
Funds ownership: 62.06% → 64.1% (+2%)
2% more capital invested
Capital invested by funds: $194M → $198M (+$4.45M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
35% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$4.31M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.09M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.03M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$890K |
| 5 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$607K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$5.54M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$2.36M |
| 3 |
Morgan Stanley
New York
|
-$1.84M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.3M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.27M |
SIZE Hedge Fund Activity: Q2 2023 in Review
68 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q2 2023, worth a combined $198M — up 2.3% from $194M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SIZE positions and 6 closed out — a net gain of 4 holders — while 17 added to existing stakes and 26 trimmed.
The largest buyer was Qube Research & Technologies (QRT), adding an estimated $4.31M. The largest seller was BlackRock, cutting an estimated $5.54M.
- 68 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q2 2023, up from 65 in Q1 2023.
- Funds reported $198M of iShares MSCI USA Size Factor ETF stock for Q2 2023, up 2.3% quarter-over-quarter.
- 10 funds opened new iShares MSCI USA Size Factor ETF positions in Q2 2023 and 6 closed out, a net change of +4 holders.
- The largest iShares MSCI USA Size Factor ETF buyer in Q2 2023 was Qube Research & Technologies (QRT), an estimated $4.31M added.
- The largest iShares MSCI USA Size Factor ETF seller in Q2 2023 was BlackRock, an estimated $5.54M sold.
Based on aggregated 13F filings for Q2 2023.