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iShares MSCI USA Size Factor ETF

65 hedge funds and large institutions have $254M invested in iShares MSCI USA Size Factor ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
19
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$69M +$7.39M +50,782 +12%
BlackRock
2
BlackRock
New York
$52.7M -$4.04M -27,760 -7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.2M -$444K -3,050 -2%
JRFS
4
James Reed Financial Services
Ohio
$23.1M -$619K -4,256 -3%
TWM
5
Trinity Wealth Management
Pennsylvania
$16.4M +$77.4K +532 +0.5%
PS
6
Principal Securities
Iowa
$13.9M
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$6.91M +$1.71M +11,783 +33%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$6.78M -$20.4K -140 -0.3%
Goldman Sachs
9
Goldman Sachs
New York
$5.84M -$523K -3,593 -8%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.81M +$4.24M +29,149 +739%
Morgan Stanley
11
Morgan Stanley
New York
$3.55M -$2.73M -18,799 -44%
Lido Advisors
12
Lido Advisors
California
$2.77M +$248K +1,704 +10%
LPL Financial
13
LPL Financial
California
$2.53M -$75K -516 -3%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$1.8M -$11.3K -78 -0.6%
Jane Street
15
Jane Street
New York
$1.44M +$166K +1,144 +13%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$1.3M -$27.3K -188 -2%
GSC
17
G&S Capital
Colorado
$1.06M +$19.5K +134 +2%
PA
18
Parallel Advisors
California
$1.05M -$101K -692 -9%
SWP
19
Sagespring Wealth Partners
Tennessee
$848K
Cerity Partners
20
Cerity Partners
New York
$738K -$3.49K -24 -0.5%
QFW
21
QTR Family Wealth
Florida
$703K +$703K +4,832 New
SB
22
Strategic Blueprint
Georgia
$602K -$19.2K -132 -3%
Citadel Advisors
23
Citadel Advisors
Florida
$602K +$602K +4,137 New
KFGK
24
Keystone Financial Group (Kentucky)
Kentucky
$595K -$71.4K -491 -11%
BWM
25
BCGM Wealth Management
Indiana
$577K