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iShares MSCI USA Size Factor ETF

65 hedge funds and large institutions have $223M invested in iShares MSCI USA Size Factor ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
21
Reduced
20
Closed
3
Calls
Puts
$179K
Net Calls
-$179K
Net Calls Change
-$179K
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$64.3M 432,071 +2,628 +0.6%
Bank of America
2
Bank of America
North Carolina
$50.8M 341,513 -16,804 -5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.2M 182,667 +629 +0.3%
TWM
4
Trinity Wealth Management
Pennsylvania
$16.3M 109,522 +1,607 +1%
PS
5
Principal Securities
Iowa
$13.5M 90,770 +1,804 +2%
Morgan Stanley
6
Morgan Stanley
New York
$6.85M 46,015 +7,597 +20%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$6.78M 45,540 +2,749 +6%
Goldman Sachs
8
Goldman Sachs
New York
$5.7M 38,316 -3,238 -8%
Jane Street
9
Jane Street
New York
$4.05M 27,239 +3,389 +14%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$3.44M 23,144 +19,289 +500%
LPL Financial
11
LPL Financial
California
$3.01M 20,203 -1,600 -7%
Lido Advisors
12
Lido Advisors
California
$2.94M 19,737 -11,203 -36%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$1.91M 12,892 -363 -3%
PA
14
Parallel Advisors
California
$1.25M 8,382 -214 -2%
GSC
15
G&S Capital
Colorado
$1.09M 7,356 -498 -6%
Citadel Advisors
16
Citadel Advisors
Florida
$889K 5,977 +5,977 New
BW
17
Bison Wealth
Georgia
$748K 5,024 -47 -0.9%
Cerity Partners
18
Cerity Partners
New York
$651K 4,374 -158 -3%
MML Investors Services
19
MML Investors Services
Massachusetts
$638K 4,286 +1,224 +40%
SB
20
Strategic Blueprint
Georgia
$636K 4,275
KFGK
21
Keystone Financial Group (Kentucky)
Kentucky
$621K 4,171 +4,171 New
Osaic Holdings
22
Osaic Holdings
Arizona
$604K 4,058 +315 +8%
BWM
23
BCGM Wealth Management
Indiana
$592K 3,978 -150 -4%
PCH
24
PGIM Custom Harvest
New Jersey
$548K 3,684
C1AG
25
Client 1st Advisory Group
Florida
$520K 3,497