iShares MSCI USA Size Factor ETF
SIZE
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.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
10% more funds holding
Funds holding: 59 → 65 (+6)
8% more capital invested
Capital invested by funds: $206M → $223M (+$17.4M)
5% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 20
0.2% more ownership
Funds ownership: 67.96% → 68.15% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $179K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.75M |
| 2 |
Morgan Stanley
New York
|
+$1.08M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$852K |
| 4 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
+$595K |
| 5 |
Jane Street
New York
|
+$483K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.4M |
| 2 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$1.76M |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$1.6M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$838K |
| 5 |
Goldman Sachs
New York
|
-$462K |
SIZE Hedge Fund Activity: Q3 2024 in Review
65 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q3 2024, worth a combined $223M — up 8.5% from $206M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SIZE positions and 3 closed out — a net gain of 6 holders — while 21 added to existing stakes and 20 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $2.75M. The largest seller was Bank of America, cutting an estimated $2.4M.
- 65 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q3 2024, up from 59 in Q2 2024.
- Funds reported $223M of iShares MSCI USA Size Factor ETF stock for Q3 2024, up 8.5% quarter-over-quarter.
- 9 funds opened new iShares MSCI USA Size Factor ETF positions in Q3 2024 and 3 closed out, a net change of +6 holders.
- The largest iShares MSCI USA Size Factor ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $2.75M added.
- The largest iShares MSCI USA Size Factor ETF seller in Q3 2024 was Bank of America, an estimated $2.4M sold.
Based on aggregated 13F filings for Q3 2024.