iShares MSCI USA Size Factor ETF
SIZE
64 hedge funds and large institutions have $185M invested in iShares MSCI USA Size Factor ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 7 closing their positions.
11% more capital invested
Capital invested by funds: $167M → $185M (+$18M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
2% less funds holding
Funds holding: 65 → 64 (-1)
14.01% less ownership
Funds ownership: 59.23% → 45.22% (-14%)
37% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.64M |
| 2 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$1.05M |
| 3 |
Morgan Stanley
New York
|
+$343K |
| 4 |
CC
Courier Capital
Buffalo,
New York
|
+$205K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$179K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$4.14M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.96M |
| 3 |
Jane Street
New York
|
-$2.85M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$633K |
SIZE Hedge Fund Activity: Q4 2023 in Review
64 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q4 2023, worth a combined $185M — up 11% from $167M a quarter earlier.
Fund positioning in SIZE was balanced in Q4 2023: 7 funds opened new positions, 7 closed out, 17 added to existing stakes and 27 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $1.64M. The largest seller was BlackRock, cutting an estimated $4.14M.
- 64 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q4 2023, down from 65 in Q3 2023.
- Funds reported $185M of iShares MSCI USA Size Factor ETF stock for Q4 2023, up 11% quarter-over-quarter.
- 7 funds opened new iShares MSCI USA Size Factor ETF positions in Q4 2023 and 7 closed out, a net change of 0 holders.
- The largest iShares MSCI USA Size Factor ETF buyer in Q4 2023 was Citadel Advisors, an estimated $1.64M added.
- The largest iShares MSCI USA Size Factor ETF seller in Q4 2023 was BlackRock, an estimated $4.14M sold.
Based on aggregated 13F filings for Q4 2023.