iShares MSCI USA Size Factor ETF
SIZE
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.
17% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 18
11.75% more ownership
Funds ownership: 56.21% → 67.96% (+12%)
3% more capital invested
Capital invested by funds: $200M → $206M (+$5.74M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 62 → 59 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$3.9M |
| 2 |
Jane Street
New York
|
+$3.28M |
| 3 |
BlackRock
New York
|
+$2.72M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.61M |
| 5 |
PS
Principal Securities
Des Moines,
Iowa
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.96M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.25M |
| 3 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
-$593K |
| 4 |
CC
Courier Capital
Buffalo,
New York
|
-$240K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$169K |
SIZE Hedge Fund Activity: Q2 2024 in Review
59 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q2 2024, worth a combined $206M — up 2.9% from $200M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SIZE and 4 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 21 added.
The largest buyer was Goldman Sachs, adding an estimated $3.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.96M sold.
- 59 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q2 2024, down from 62 in Q1 2024.
- Funds reported $206M of iShares MSCI USA Size Factor ETF stock for Q2 2024, up 2.9% quarter-over-quarter.
- 4 funds opened new iShares MSCI USA Size Factor ETF positions in Q2 2024 and 6 closed out, a net change of -2 holders.
- The largest iShares MSCI USA Size Factor ETF buyer in Q2 2024 was Goldman Sachs, an estimated $3.9M added.
- The largest iShares MSCI USA Size Factor ETF seller in Q2 2024 was Citadel Advisors, an estimated $3.96M sold.
Based on aggregated 13F filings for Q2 2024.