iShares MSCI USA Size Factor ETF
SIZE
62 hedge funds and large institutions have $200M invested in iShares MSCI USA Size Factor ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 9 closing their positions.
10.99% more ownership
Funds ownership: 45.22% → 56.21% (+11%)
8% more capital invested
Capital invested by funds: $185M → $200M (+$15.1M)
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: 9 | Existing positions closed: 9
3% less funds holding
Funds holding: 64 → 62 (-2)
17% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.78M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.74M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.16M |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
+$730K |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$525K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$3.64M |
| 2 |
Jane Street
New York
|
-$1.41M |
| 3 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$1.14M |
| 4 |
MPW
MA Private Wealth
San Carlos,
California
|
-$299K |
| 5 |
Morgan Stanley
New York
|
-$273K |
SIZE Hedge Fund Activity: Q1 2024 in Review
62 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q1 2024, worth a combined $200M — up 8.2% from $185M a quarter earlier.
Fund positioning in SIZE was balanced in Q1 2024: 9 funds opened new positions, 9 closed out, 19 added to existing stakes and 23 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.78M. The largest seller was BlackRock, cutting an estimated $3.64M.
- 62 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q1 2024, down from 64 in Q4 2023.
- Funds reported $200M of iShares MSCI USA Size Factor ETF stock for Q1 2024, up 8.2% quarter-over-quarter.
- 9 funds opened new iShares MSCI USA Size Factor ETF positions in Q1 2024 and 9 closed out, a net change of 0 holders.
- The largest iShares MSCI USA Size Factor ETF buyer in Q1 2024 was Goldman Sachs, an estimated $1.78M added.
- The largest iShares MSCI USA Size Factor ETF seller in Q1 2024 was BlackRock, an estimated $3.64M sold.
Based on aggregated 13F filings for Q1 2024.