iShares MSCI USA Size Factor ETF
SIZE
65 hedge funds and large institutions have $167M invested in iShares MSCI USA Size Factor ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 26 reducing their positions, and 11 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 68 → 65 (-3)
4.87% less ownership
Funds ownership: 64.1% → 59.23% (-4.9%)
16% less capital invested
Capital invested by funds: $198M → $167M (-$31.3M)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
50% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.23M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.44M |
| 3 |
BlackRock
New York
|
+$1.11M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.05M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$354K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPW
MA Private Wealth
San Carlos,
California
|
-$6.81M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.59M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.53M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$4.48M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.17M |
SIZE Hedge Fund Activity: Q3 2023 in Review
65 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q3 2023, worth a combined $167M — down 16% from $198M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of SIZE and 8 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 13 added.
The largest buyer was Jane Street, opening a new position worth an estimated $4.23M. The largest seller was MA Private Wealth, cutting an estimated $6.81M.
- 65 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q3 2023, down from 68 in Q2 2023.
- Funds reported $167M of iShares MSCI USA Size Factor ETF stock for Q3 2023, down 16% quarter-over-quarter.
- 8 funds opened new iShares MSCI USA Size Factor ETF positions in Q3 2023 and 11 closed out, a net change of -3 holders.
- The largest iShares MSCI USA Size Factor ETF buyer in Q3 2023 was Jane Street, an estimated $4.23M added.
- The largest iShares MSCI USA Size Factor ETF seller in Q3 2023 was MA Private Wealth, an estimated $6.81M sold.
Based on aggregated 13F filings for Q3 2023.