iShares MSCI USA Size Factor ETF (SIZE)

• Market cap: $301M
• 1 day: 0.61%
• 5 days: 2.01%
• 1 month: -6.78%
• 3 months: -10.54%
• 6 months: -9.65%
• Year to date: -7.64%
• 1 year: 2.73%
• 5 years: 72.93%
• 10 years: 105.67%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

13% more capital invested

Capital invested by funds: $223M [Q3] → $253M (+$29.9M) [Q4]

11.07% more ownership

Funds ownership: 68.15% [Q3] → 79.22% (+11.07%) [Q4]

2% more funds holding

Funds holding: 65 [Q3] → 66 (+1) [Q4]

25% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 24