iShares MSCI USA Size Factor ETF (SIZE) Institutional Ownership → How’d you do in 2022 (From Brooks Enterprises) (Ad) Free SIZE Stock Alerts $136.88 -0.35 (-0.26%) (As of 06/4/2024 ET) Add Compare Share Share OwnershipStock AnalysisChartHoldingsOwnershipRatingsStock AnalysisChartHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE)Number ofInstitutional Buyers(last 12 months)22TotalInstitutional Inflows(last 12 months)$15.98MNumber ofInstitutional Sellers(last 12 months)17TotalInstitutional Outflows(last 12 months)$13.30M Get SIZE Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares MSCI USA Size Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SIZE Institutional Buying and Selling by Quarter Ad OIC[Webinar] Understanding Covered CallsDiscover the details of this option-selling strategy.Click here to register now. iShares MSCI USA Size Factor ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails4/23/2024 Fifth Third Bancorp200$28K0.0%-74.2%0.008% 4/23/2024 Strategic Blueprint LLC4,713$671K0.0%-8.6%0.189% 4/15/2024 G&S Capital LLC8,494$1.21M0.5%+1.4%0.340% 4/15/2024 Sunbelt Securities Inc.1,658$236K0.0%N/A0.066% 4/12/2024 AdvisorNet Financial Inc1,205$171K0.0%-6.4%0.047% 3/22/2024 PNC Financial Services Group Inc.36,911$4.87M0.0%+4.2%1.447% Get the Latest News and Ratings for SIZE and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares MSCI USA Size Factor ETF and its competitors with MarketBeat's FREE daily newsletter. 2/12/2024 Parallel Advisors LLC9,258$1.22M0.0%-13.3%0.363% 2/12/2024 Hilltop Holdings Inc.8,664$1.14M0.1%N/A0.340% 2/9/2024 PNC Financial Services Group Inc.36,911$4.87M0.0%+4.2%1.447% 2/8/2024 BCGM Wealth Management LLC4,185$552K0.2%+31.3%0.164% 2/7/2024 Principal Securities Inc.69,383$9.15M0.3%N/A2.721% 2/1/2024 Capital Investment Advisory Services LLC919$121K0.0%-7.7%0.036% 2/1/2024 CWM LLC1,433$189K0.0%+49.1%0.056% 1/29/2024Baystate Wealth Management LLC197$26K0.0%-33.0%0.008% 1/29/2024 G&S Capital LLC8,373$1.10M0.5%-5.7%0.328% 1/25/2024 MA Private Wealth2,267$299K0.1%-29.6%0.089% 1/25/2024 Strategic Blueprint LLC5,154$680K0.1%-10.1%0.202% 1/19/2024 Fifth Third Bancorp775$102K0.0%-11.7%0.030% 1/17/2024 Courier Capital LLC1,700$224K0.0%N/A0.067% 1/16/2024 Raymond James Financial Services Advisors Inc.1,907$252K0.0%+7.5%0.075% 11/15/2023 Lido Advisors LLC29,929$3.51M0.0%-34.3%1.174% 11/13/2023 Bison Wealth LLC5,055$593K0.1%-2.3%0.198% 11/13/2023 Envestnet Asset Management Inc.171,958$20.18M0.0%-8.7%6.743% 11/13/2023 PNC Financial Services Group Inc.35,426$4.16M0.0%-1.4%1.389% 11/8/2023 Choreo LLC2,018$238K0.0%+9.2%0.079% 11/8/2023 Spire Wealth Management804$94K0.0%N/A0.032% 11/2/2023 TKG Advisors LLC2,021$237K0.2%-6.1%0.079% 10/27/2023 MA Private Wealth3,218$378K0.1%-94.5%0.126% 10/24/2023 Raymond James Financial Services Advisors Inc.1,774$208K0.0%N/A0.070% 10/23/2023Commonwealth Equity Services LLC1,812$213K0.0%N/A0.071% 10/18/2023 Strategic Blueprint LLC5,733$673K0.1%-5.1%0.225% 10/11/2023 CWM LLC961$113K0.0%+452.3%0.038% 10/11/2023 Trinity Wealth Management LLC107,041$12.56M7.8%+0.5%4.198% 8/23/2023 Wolverine Trading LLC1,784$217K0.0%N/A0.070% 8/14/2023 Client 1ST Advisory Group LLC4,486$551K0.3%-6.8%0.176% 8/14/2023 Bison Wealth LLC5,175$635K0.1%N/A0.203% 8/11/2023 PNC Financial Services Group Inc.35,912$4.41M0.0%-5.3%1.408% 8/10/2023 Osaic Holdings Inc.42,619$5.25M0.0%-20.2%1.671% 8/9/2023 MA Private Wealth58,465$7.18M1.7%-0.7%2.293% 8/9/2023 Center for Financial Planning Inc.440$54K0.0%N/A0.017% The only AI company to buy (Ad)In my new investigation, I detail why this is the single most important factor in the future of AI. I explain what this Keystone technology is… why it’s so critical to the future of not just AI but mankind… You must read this new presentation from Porter Stansberry.8/9/2023 Flow Traders U.S. LLC2,087$256K0.0%N/A0.082% 8/9/2023 Lido Advisors LLC45,577$5.59M0.0%+9.7%1.787% 8/7/2023 Keystone Financial Group4,382$538K0.1%N/A0.172% 8/4/2023 Parallel Advisors LLC11,225$1.38M0.0%-0.9%0.440% 8/4/2023 Envestnet Asset Management Inc.188,293$23.11M0.0%+4.2%7.384% 8/4/2023 Choreo LLC1,848$227K0.0%+7.3%0.072% 8/3/2023 WealthShield Partners LLC5,130$630K0.1%+129.7%0.201% 7/31/2023 LPL Financial LLC33,858$4.16M0.0%-9.7%1.328% 7/26/2023 G&S Capital LLC8,867$1.09M0.5%-2.6%0.335% 7/26/2023 Fifth Third Bancorp962$118K0.0%-43.1%0.036% 7/20/2023 TKG Advisors LLC2,153$264K0.2%+5.9%0.081% 7/14/2023 Trinity Wealth Management LLC106,546$13.08M8.0%+3.2%4.021% 7/13/2023 Cambridge Investment Research Advisors Inc.1,683$207K0.0%-19.3%0.064% 5/11/2023 Envestnet Asset Management Inc.180,700$21.30M0.0%+4.5%6.819% 5/11/2023Icon Wealth Partners LLC947$112K0.0%N/A0.036% 5/10/2023 LPL Financial LLC37,511$4.42M0.0%-5.7%1.416% 5/5/2023 Truist Financial Corp20,063$2.37M0.0%-5.0%0.757% 5/4/2023 MA Private Wealth58,872$6.94M1.7%-5.8%2.222% 5/2/2023 BCGM Wealth Management LLC3,170$374K0.2%-5.0%0.120% 4/28/2023 Strategic Blueprint LLC7,440$877K0.1%-5.1%0.281% 4/25/2023 Parallel Advisors LLC11,325$1.34M0.0%-12.9%0.427% 4/21/2023 G&S Capital LLC9,101$1.07M0.5%-3.1%0.343% 4/19/2023 TKG Advisors LLC2,033$240K0.1%-5.8%0.077% 4/13/2023 Trinity Wealth Management LLC103,277$12.17M8.0%+0.6%3.825% 3/6/2023 Rockefeller Capital Management L.P.12,409$1.41M0.0%-2.1%0.443% 2/13/2023 Client 1ST Advisory Group LLC5,030$572K0.3%-17.2%0.180% 2/13/2023 Heritage Wealth Management LLC508$58K0.0%+45.6%0.018% 2/10/2023 Bank of America Corp DE370,531$42.14M0.0%+0.0%13.233% 2/10/2023CoreCap Advisors LLC516$59K0.0%N/A0.018% 2/10/2023 Advisor Group Holdings Inc.54,259$6.17M0.0%+3.3%1.938% 2/10/2023 PNC Financial Services Group Inc.43,543$4.95M0.0%+2.8%1.555% 2/9/2023 Mercer Global Advisors Inc. ADV30,017$3.41M0.0%-21.4%1.072% 2/8/2023 Belpointe Asset Management LLC225$26K0.0%N/A0.008% 2/7/2023 MA Private Wealth62,516$7.11M1.7%-2.0%2.233% 2/7/2023 LPL Financial LLC39,776$4.52M0.0%-5.2%1.421% 2/7/2023 Envestnet Asset Management Inc.172,935$19.67M0.0%+2.5%6.176% 2/6/2023 Parallel Advisors LLC13,006$1.48M0.1%-7.2%0.465% 2/2/2023ARGI Investment Services LLC5,466$622K0.0%+1.6%0.195% 1/26/2023 Strategic Blueprint LLC7,837$891K0.1%-8.8%0.280% 1/25/2023 Client First Capital LLC41,864$4.76M3.7%-5.1%1.495% 1/24/2023 Trinity Wealth Management LLC102,664$11.68M8.3%-3.7%3.667% 1/20/2023 Midwest Heritage Bank FSB2,024$230K0.2%-9.6%0.072% 1/13/2023Baystate Wealth Management LLC333$38K0.0%N/A0.012% 11/23/2022 Client 1ST Advisory Group LLC6,075$633K0.4%-1.6%0.213% 11/15/2022 Mercer Global Advisors Inc. ADV38,192$3.98M0.0%-5.6%1.340% 11/15/2022 Lido Advisors LLC45,268$5.14M0.1%-6.1%1.588% 11/15/2022 Flow Traders U.S. LLC8,788$916K0.0%-50.5%0.308% 11/14/2022 OmniStar Financial Group Inc.2,052$213K0.3%N/A0.072% 11/14/2022 MML Investors Services LLC2,643$275K0.0%-3.6%0.093% 11/10/2022 Envestnet Asset Management Inc.168,760$17.59M0.0%+4.8%5.921% Forget the Kitty! 7 stocks better than GME or AMC (Ad)In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new company could become the next to soar like Nvidia.Watch Alex's "Next Magnificent Seven" presentation now.11/10/2022 Tower Research Capital LLC TRC4,713$491K0.0%+57.3%0.165% 11/8/2022 Strategic Blueprint LLC8,589$895K0.1%-5.8%0.301% 11/8/2022 Van Hulzen Asset Management LLC34,983$3.65M0.5%-1.0%1.227% 11/4/2022First Republic Investment Management Inc.8,336$869K0.0%+23.4%0.292% 11/3/2022 BCGM Wealth Management LLC3,338$369K0.2%-4.0%0.117% 11/2/2022 Rockefeller Capital Management L.P.12,675$1.32M0.0%+1.3%0.445% 10/27/2022 CWM LLC250$26K0.0%+228.9%0.009% 10/26/2022 Truist Financial Corp29,246$3.05M0.0%+5.5%1.026% 10/25/2022 MA Private Wealth63,807$6.96M1.7%-0.6%2.239% 10/24/2022 G&S Capital LLC9,328$972K0.5%+2.6%0.322% (Data available from 1/1/2016 forward) SIZE Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SIZE shares? During the previous two years, 54 institutional investors and hedge funds held shares of iShares MSCI USA Size Factor ETF. The most heavily invested institutionals were Bank of America Corp DE ($42.14M), Envestnet Asset Management Inc. ($20.18M), James Reed Financial Services Inc. ($19.09M), Trinity Wealth Management LLC ($12.56M), Principal Securities Inc. ($9.15M), Advisor Group Holdings Inc. ($6.17M), and Osaic Holdings Inc. ($5.25M).Learn more on SIZE's institutional investors. Which institutional investors have been buying iShares MSCI USA Size Factor ETF stock? Of the 38 institutional investors that purchased iShares MSCI USA Size Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Principal Securities Inc. ($69.38K), Envestnet Asset Management Inc. ($39.14K), Flow Traders U.S. LLC ($19.84K), Trinity Wealth Management LLC ($11.72K), Hilltop Holdings Inc. ($8.66K), Bison Wealth LLC ($5.18K), and Keystone Financial Group ($4.38K). How much institutional buying is happening at iShares MSCI USA Size Factor ETF? Institutional investors have bought a total of 195,736 shares in the last 24 months. This purchase volume represents approximately $23.88M in transactions. Which iShares MSCI USA Size Factor ETF major shareholders have been selling company stock? Of the 33 institutional investors that sold iShares MSCI USA Size Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: MA Private Wealth ($71.19K), Bank of America Corp DE ($27.64K), Lido Advisors LLC ($18.61K), Envestnet Asset Management Inc. ($16.34K), Osaic Holdings Inc. ($10.80K), Mercer Global Advisors Inc. ADV ($10.44K), and Flow Traders U.S. LLC ($8.97K). How much institutional selling is happening at iShares MSCI USA Size Factor ETF? Institutional investors have sold a total of 202,197 shares in the last 24 months. This volume of shares sold represents approximately $23.87M in transactions. Related Companies: WTV Major Shareholders EWJV Major Shareholders TLTE Major Shareholders JUST Major Shareholders VLU Major Shareholders QVAL Major Shareholders UIVM Major Shareholders AIVL Major Shareholders AVIV Major Shareholders FEP Major Shareholders This page (NYSEARCA:SIZE) was last updated on 6/5/2024 by MarketBeat.com Staff From Our PartnersWas the Great Financial Crisis fun?The Great Financial Crisis, which actually started in the summer of 2007 and did not end until March of 2009, ...Brooks Enterprises| SponsoredCollapse of the Petrodollar The death of the "petrodollar" seems imminent. And the implications could not be worse for Americans. Ru...Colonial Metals| SponsoredForget the Kitty! 7 stocks better than GME or AMCIn 2004, one man called Nvidia before just about anyone knew it existed. 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