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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

66 hedge funds and large institutions have $253M invested in iShares MSCI USA Size Factor ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
18
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JRFS
1
James Reed Financial Services
Ohio
$24.3M
2
Bank of America
2
Bank of America
North Carolina
$62.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.31M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.36M
5
SWP
5
Sagespring Wealth Partners
Tennessee
$866K

Top Sellers

1
BlackRock
1
BlackRock
New York
$58M
2
Jane Street
2
Jane Street
New York
$1.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$6.41M
5
Lido Advisors
5
Lido Advisors
California
$2.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$62.9M 423,759 +82,246 +24%
BlackRock
2
BlackRock
New York
$58M 390,412 -41,659 -10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.3M 183,524 +857 +0.5%
JRFS
4
James Reed Financial Services
Ohio
$24.3M 163,373 +163,373 New
TWM
5
Trinity Wealth Management
Pennsylvania
$16.6M 111,921 +2,399 +2%
PS
6
Principal Securities
Iowa
$13.9M 93,384 +2,614 +3%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$6.94M 46,735 +1,195 +3%
Goldman Sachs
8
Goldman Sachs
New York
$6.5M 43,776 +5,460 +14%
Morgan Stanley
9
Morgan Stanley
New York
$6.41M 43,177 -2,838 -6%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$5.31M 35,735 +12,591 +54%
LPL Financial
11
LPL Financial
California
$2.66M 17,922 -2,281 -11%
Lido Advisors
12
Lido Advisors
California
$2.57M 17,327 -2,410 -12%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$1.85M 12,462 -430 -3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$1.36M 9,136 +6,005 +192%
Jane Street
15
Jane Street
New York
$1.3M 8,746 -18,493 -68%
PA
16
Parallel Advisors
California
$1.18M 7,933 -449 -5%
GSC
17
G&S Capital
Colorado
$1.06M 7,154 -202 -3%
SWP
18
Sagespring Wealth Partners
Tennessee
$866K 5,834 +5,834 New
Cerity Partners
19
Cerity Partners
New York
$758K 5,102 +728 +17%
BW
20
Bison Wealth
Georgia
$728K 4,901 -123 -2%
KFGK
21
Keystone Financial Group (Kentucky)
Kentucky
$682K 4,582 +411 +10%
SB
22
Strategic Blueprint
Georgia
$635K 4,273 -2 -0%
BWM
23
BCGM Wealth Management
Indiana
$589K 3,965 -13 -0.3%
Osaic Holdings
24
Osaic Holdings
Arizona
$586K 3,946 -112 -3%
PCH
25
PGIM Custom Harvest
New Jersey
$547K 3,684 – –
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