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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

59 hedge funds and large institutions have $206M invested in iShares MSCI USA Size Factor ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
21
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.71M
2
Jane Street
2
Jane Street
New York
$3.28M
3
BlackRock
3
BlackRock
New York
$59.1M
4
Bank of America
4
Bank of America
North Carolina
$49.3M
5
PS
5
Principal Securities
Iowa
$12.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$530K
3
KFGK
3
Keystone Financial Group (Kentucky)
Kentucky
$0
4
CC
4
Courier Capital
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$252K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$59.1M 429,443 +19,785 +5%
Bank of America
2
Bank of America
North Carolina
$49.3M 358,317 +18,951 +6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25M 182,038 +10,957 +6%
TWM
4
Trinity Wealth Management
Pennsylvania
$14.8M 107,915 +776 +0.7%
PS
5
Principal Securities
Iowa
$12.2M 88,966 +14,156 +19%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$5.89M 42,791 +3,137 +8%
Goldman Sachs
7
Goldman Sachs
New York
$5.71M 41,554 +28,327 +214%
Morgan Stanley
8
Morgan Stanley
New York
$5.28M 38,418 +5,299 +16%
Lido Advisors
9
Lido Advisors
California
$4.26M 30,940 +1,355 +5%
Jane Street
10
Jane Street
New York
$3.28M 23,850 +23,850 New
LPL Financial
11
LPL Financial
California
$3M 21,803 -527 -2%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$1.82M 13,255 -528 -4%
WBG
13
Wharton Business Group
Pennsylvania
$1.76M 12,785 -25 -0.2%
PA
14
Parallel Advisors
California
$1.18M 8,596 -622 -7%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.11M 8,085 +8,085 New
GSC
16
G&S Capital
Colorado
$1.11M 7,854 -640 -8%
BW
17
Bison Wealth
Georgia
$721K 5,071 – –
Cerity Partners
18
Cerity Partners
New York
$623K 4,532 +163 +4%
SB
19
Strategic Blueprint
Georgia
$588K 4,275 -438 -9%
BWM
20
BCGM Wealth Management
Indiana
$568K 4,128 -38 -0.9%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$530K 3,855 -9,062 -70%
Osaic Holdings
22
Osaic Holdings
Arizona
$515K 3,743 -865 -19%
PCH
23
PGIM Custom Harvest
New Jersey
$507K 3,684 – –
C1AG
24
Client 1st Advisory Group
Florida
$481K 3,497 -102 -3%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$443K 3,220 +1,000 +45%
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