iShares MSCI USA Size Factor ETF
SIZE
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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
13% more capital invested
Capital invested by funds: $223M → $253M (+$29.9M)
11.07% more ownership
Funds ownership: 68.15% → 79.22% (+11%)
2% more funds holding
Funds holding: 65 → 66 (+1)
25% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$12.5M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.92M |
| 3 |
JP Morgan Chase
New York
|
+$914K |
| 4 |
Goldman Sachs
New York
|
+$831K |
| 5 |
PS
Principal Securities
Des Moines,
Iowa
|
+$398K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$6.34M |
| 2 |
Jane Street
New York
|
-$2.82M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$889K |
| 4 |
Morgan Stanley
New York
|
-$432K |
| 5 |
Lido Advisors
Los Angeles,
California
|
-$367K |
SIZE Hedge Fund Activity: Q4 2024 in Review
66 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q4 2024, worth a combined $253M — up 13% from $223M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SIZE positions and 7 closed out — a net gain of 3 holders — while 18 added to existing stakes and 24 trimmed.
The largest buyer was Bank of America, adding an estimated $12.5M. The largest seller was BlackRock, cutting an estimated $6.34M.
- 66 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q4 2024, up from 65 in Q3 2024.
- Funds reported $253M of iShares MSCI USA Size Factor ETF stock for Q4 2024, up 13% quarter-over-quarter.
- 10 funds opened new iShares MSCI USA Size Factor ETF positions in Q4 2024 and 7 closed out, a net change of +3 holders.
- The largest iShares MSCI USA Size Factor ETF buyer in Q4 2024 was Bank of America, an estimated $12.5M added.
- The largest iShares MSCI USA Size Factor ETF seller in Q4 2024 was BlackRock, an estimated $6.34M sold.
Based on aggregated 13F filings for Q4 2024.