SIZE icon

iShares MSCI USA Size Factor ETF
SIZE

Overview Fund Activity

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 8 closing their positions.

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
19
Reduced
23
Closed
8
Calls
$285K
Puts
–
Net Calls
+$285K
Net Calls Change
+$21K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.88M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.84M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.96M
4
PS
4
Principal Securities
Iowa
$10.6M
5
Lido Advisors
5
Lido Advisors
California
$4.21M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.71M
2
BlackRock
2
BlackRock
New York
$58.3M
3
Jane Street
3
Jane Street
New York
$0
4
HH
4
Hilltop Holdings
Texas
$0
5
MPW
5
MA Private Wealth
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$58.3M 409,658 -27,044 -6%
Bank of America
2
Bank of America
North Carolina
$48.3M 339,366 +1,669 +0.5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$24.3M 171,081 +408 +0.2%
TWM
4
Trinity Wealth Management
Pennsylvania
$15.2M 107,139 +165 +0.2%
PS
5
Principal Securities
Iowa
$10.6M 74,810 +5,427 +8%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$5.64M 39,654 +2,743 +7%
Morgan Stanley
7
Morgan Stanley
New York
$4.71M 33,119 -37,183 -53%
Lido Advisors
8
Lido Advisors
California
$4.21M 29,585 +3,903 +15%
Citadel Advisors
9
Citadel Advisors
Florida
$3.96M 27,825 +8,599 +45%
LPL Financial
10
LPL Financial
California
$3.18M 22,330 -1,263 -5%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$1.96M 13,783 -165 -1%
Goldman Sachs
12
Goldman Sachs
New York
$1.88M 13,227 +13,227 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.84M 12,917 +12,917 New
WBG
14
Wharton Business Group
Pennsylvania
$1.82M 12,810 – –
PA
15
Parallel Advisors
California
$1.31M 9,218 -40 -0.4%
GSC
16
G&S Capital
Colorado
$1.21M 8,494 +121 +1%
BW
17
Bison Wealth
Georgia
$721K 5,071 -8 -0.2%
SB
18
Strategic Blueprint
Georgia
$671K 4,713 -441 -9%
Osaic Holdings
19
Osaic Holdings
Arizona
$656K 4,608 -729 -14%
Cerity Partners
20
Cerity Partners
New York
$622K 4,369 -453 -9%
KFGK
21
Keystone Financial Group (Kentucky)
Kentucky
$593K 4,171 -211 -5%
BWM
22
BCGM Wealth Management
Indiana
$593K 4,166 -19 -0.5%
PCH
23
PGIM Custom Harvest
New Jersey
$524K 3,684 +3,684 New
C1AG
24
Client 1st Advisory Group
Florida
$512K 3,599 -155 -4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$436K 3,064 +1,875 +158%
1
2 3