iShares MSCI USA Size Factor ETF (SIZE) Institutional Ownership $160.23 +0.26 (+0.16%) Closing price 08/28/2025 04:10 PM EasternExtended Trading$160.22 -0.01 (-0.01%) As of 08/28/2025 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE)Number ofInstitutional Buyers(last 12 months)35TotalInstitutional Inflows(last 12 months)$77.38MNumber ofInstitutional Sellers(last 12 months)22TotalInstitutional Outflows(last 12 months)$21.97M Get SIZE Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares MSCI USA Size Factor ETF stock? 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Skip Chart & View Institutional Buying and Selling Data SIZE Institutional Buying and Selling by Quarter iShares MSCI USA Size Factor ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/15/2025 BNP Paribas Financial Markets3,766$582K0.0%+106.0%0.164% 8/15/2025 Bank of America Corp DE496,477$76.73M0.0%+4.6%21.586% 8/15/2025 Ameriprise Financial Inc.58,311$9.01M0.0%+4,044.3%2.535% 8/14/2025 Raymond James Financial Inc.975$151K0.0%N/A0.042% 8/14/2025 Cerity Partners LLC4,876$754K0.0%-4.0%0.212% 8/13/2025 Baird Financial Group Inc.1,899$293K0.0%-6.6%0.083% 8/13/2025 First Trust Advisors LP1,442$223K0.0%N/A0.063% 8/13/2025 Lido Advisors LLC14,816$2.29M0.0%-22.1%0.644% 8/13/2025 Northwestern Mutual Wealth Management Co.1,727$267K0.0%+115.1%0.075% 8/12/2025 J.W. Cole Advisors Inc.1,512$234K0.0%+4.6%0.066% 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. 8/12/2025 JPMorgan Chase & Co.8,876$1.37M0.0%-0.8%0.386% 8/8/2025 PNC Financial Services Group Inc.48,190$7.45M0.0%+3.4%2.142% 8/6/2025 OneAscent Family Office LLC1,397$216K0.2%N/A0.062% 8/5/2025 Atlas Private Wealth Advisors1,538$238K0.0%+5.5%0.068% 8/1/2025 Strategic Financial Services Inc.103,600$16.01M0.9%N/A4.604% 8/1/2025 Envestnet Asset Management Inc.84,795$13.10M0.0%-53.0%3.769% 7/30/2025 Strategic Blueprint LLC4,052$626K0.0%-2.1%0.180% 7/14/2025 Park Avenue Securities LLC3,177$491K0.0%N/A0.141% 7/11/2025 Trinity Wealth Management LLC115,036$17.78M7.1%+2.3%5.229% 7/8/2025 Parallel Advisors LLC6,281$971K0.0%-13.3%0.286% 6/27/2025 Goldman Sachs Group Inc.40,183$5.84M0.0%-8.2%1.827% 5/19/2025 Jane Street Group LLC9,890$1.44M0.0%+13.1%0.450% 5/16/2025 Goldman Sachs Group Inc.40,183$5.84M0.0%-8.2%1.827% 5/16/2025 Jones Financial Companies Lllp5,864$853K0.0%+4,999.1%0.267% 5/16/2025 NewEdge Advisors LLC2,350$342K0.0%+3.2%0.107% 5/15/2025 Royal Bank of Canada3,007$437K0.0%+99.5%0.137% 5/14/2025 PGIM Custom Harvest LLC2,390$348K0.0%-35.1%0.109% 5/13/2025 Freestone Capital Holdings LLC1,721$250K0.0%-7.4%0.078% 5/9/2025 PNC Financial Services Group Inc.46,595$6.78M0.0%-0.3%2.118% 5/8/2025 Harbour Investments Inc.710$103K0.0%-26.1%0.032% 5/7/2025 LPL Financial LLC17,406$2.53M0.0%-2.9%0.791% 4/29/2025 Envestnet Asset Management Inc.180,474$26.25M0.0%-1.7%8.203% 4/29/2025 Strategic Blueprint LLC4,141$602K0.0%-3.1%0.188% 4/25/2025 G&S Capital LLC7,288$1.06M0.5%+1.9%0.331% 4/22/2025 Cambridge Investment Research Advisors Inc.1,691$246K0.0%-5.7%0.077% 4/17/2025 James Reed Financial Services Inc.159,117$23.14M25.8%-2.6%7.233% 4/10/2025 Trinity Wealth Management LLC112,453$16.36M7.5%+0.5%5.355% 4/8/2025 Parallel Advisors LLC7,241$1.05M0.0%-8.7%0.345% 2/18/2025 Sunbelt Securities Inc.2,781$412K0.0%-2.5%0.124% 2/17/2025 Baird Financial Group Inc.2,049$304K0.0%-7.2%0.091% Altucher: It Looks Like My Trump prediction is coming true (Ad)New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Trump’s Great Gain” has officially begun. Altucher believes select cryptos could turn $900 into $108,000 over the next 12 months — and he’s laying out the full gameplan in a new presentation.See Altucher’s Trump crypto prediction here2/17/2025 Bank of America Corp DE423,759$62.93M0.0%+24.1%18.834% 2/14/2025 Mercer Global Advisors Inc. ADV12,462$1.85M0.0%-3.3%0.554% 2/14/2025 Jane Street Group LLC8,746$1.30M0.0%-67.9%0.389% 2/14/2025Bison Wealth LLC4,901$728K0.1%-2.4%0.223% 2/14/2025 Lido Advisors LLC17,327$2.57M0.0%-12.2%0.770% 2/14/2025 Susquehanna International Group LLP35,735$5.31M0.0%+54.4%1.588% 2/14/2025 OneDigital Investment Advisors LLC1,890$281K0.0%+21.6%0.084% 2/14/2025 TD Waterhouse Canada Inc.1,334$197K0.0%+27.4%0.059% 2/13/2025 Keystone Financial Group4,582$682K0.1%N/A0.204% 2/13/2025 Sagespring Wealth Partners LLC5,834$866K0.0%N/A0.259% 2/13/2025 Cerity Partners LLC5,102$758K0.0%+16.6%0.227% 2/13/2025 Envestnet Asset Management Inc.183,524$27.25M0.0%+0.5%8.157% 2/13/2025 Wells Fargo & Company MN3,030$450K0.0%+9.0%0.135% 2/12/2025 OneAscent Financial Services LLC1,397$207K0.0%N/A0.062% 2/12/2025 JPMorgan Chase & Co.9,136$1.36M0.0%+191.8%0.406% 2/11/2025 LPL Financial LLC17,922$2.66M0.0%-11.3%0.797% 2/10/2025 Parallel Advisors LLC7,933$1.18M0.0%-5.4%0.353% 2/10/2025 Commonwealth Equity Services LLC3,102$461K0.0%+40.1%0.138% 2/7/2025 PNC Financial Services Group Inc.46,735$6.94M0.0%+2.6%2.077% 2/6/2025 Freestone Capital Holdings LLC1,858$276K0.0%-4.6%0.083% 2/6/2025 James Reed Financial Services Inc.163,373$24.26M25.3%N/A7.261% 1/30/2025 Principal Securities Inc.93,384$13.87M0.3%+2.9%4.150% 1/30/2025 G&S Capital LLC7,154$1.06M0.4%-2.7%0.318% 1/24/2025 Trinity Wealth Management LLC111,921$16.62M7.5%+2.2%4.974% 1/23/2025 Capital Investment Advisory Services LLC822$122K0.0%-10.6%0.037% 1/21/2025 Atlas Private Wealth Advisors1,446$215K0.0%N/A0.064% 1/16/2025 Client 1ST Advisory Group LLC3,338$496K0.2%N/A0.148% 1/14/2025 Park Avenue Securities LLC1,986$295K0.0%N/A0.088% 11/15/2024 MML Investors Services LLC4,286$638K0.0%+40.0%0.190% 11/15/2024 Jane Street Group LLC27,239$4.05M0.0%+14.2%1.211% 11/14/2024 Flow Traders U.S. LLC1,438$214K0.0%N/A0.064% 11/12/2024 Cerity Partners LLC4,374$651K0.0%-3.5%0.194% 11/12/2024 Icon Wealth Advisors LLC3,848$573K0.0%+306.3%0.171% 11/8/2024 PNC Financial Services Group Inc.45,540$6.78M0.0%+6.4%2.024% 11/6/2024 BCGM Wealth Management LLC3,978$592K0.2%-3.6%0.177% 10/28/2024 Principal Securities Inc.90,770$13.51M0.3%+2.0%4.034% 10/19/2024 Trinity Wealth Management LLC109,522$16.30M7.5%+1.5%4.868% 8/16/2024 Sunbelt Securities Inc.2,885$397K0.0%+74.0%0.128% 8/16/2024 Northwestern Mutual Wealth Management Co.1,528$210K0.0%-13.1%0.068% 8/12/2024 Mercer Global Advisors Inc. ADV13,255$1.82M0.0%-3.8%0.589% 8/8/2024 Envestnet Asset Management Inc.182,038$25.04M0.0%+6.4%8.091% 8/8/2024 Parallel Advisors LLC8,596$1.18M0.0%-6.7%0.382% 8/8/2024 Client 1ST Advisory Group LLC3,497$481K0.2%-2.8%0.155% 7/31/2024 Commonwealth Equity Services LLC2,207$304K0.0%-11.1%0.098% 7/27/2024 Strategic Blueprint LLC4,275$588K0.0%-9.3%0.190% 7/16/2024 Trinity Wealth Management LLC107,915$14.84M7.4%+0.7%4.796% 4/23/2024 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% Trump’s national nightmare is here (Ad)Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.Watch the National Emergency broadcast here4/12/2024 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% 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% (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, 61 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 ($76.73M), James Reed Financial Services Inc. ($23.14M), Trinity Wealth Management LLC ($17.78M), Strategic Financial Services Inc. ($16.01M), Principal Securities Inc. ($13.87M), Envestnet Asset Management Inc. ($13.10M), and Ameriprise Financial Inc. ($9.01M).Learn more on iShares MSCI USA Size Factor ETF's institutional investors. Which institutional investors have been buying iShares MSCI USA Size Factor ETF's stock? Of the 43 institutional investors that purchased iShares MSCI USA Size Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: James Reed Financial Services Inc. ($163.37K), Bank of America Corp DE ($104.18K), Strategic Financial Services Inc. ($103.60K), Principal Securities Inc. ($73.80K), Ameriprise Financial Inc. ($56.90K), Susquehanna International Group LLP ($12.59K), and Envestnet Asset Management Inc. ($11.81K). How much institutional buying is happening at iShares MSCI USA Size Factor ETF? Institutional investors have bought a total of 513,215 shares in the last 24 months. This purchase volume represents approximately $77.38M in transactions. Which of iShares MSCI USA Size Factor ETF's major shareholders have been selling company stock? Of the 22 institutional investors that sold iShares MSCI USA Size Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($98.73K), Jane Street Group LLC ($18.49K), Goldman Sachs Group Inc. ($7.19K), Lido Advisors LLC ($6.63K), James Reed Financial Services Inc. ($4.26K), LPL Financial LLC ($2.80K), and Parallel Advisors LLC ($2.10K). How much institutional selling is happening at iShares MSCI USA Size Factor ETF? Institutional investors have sold a total of 144,220 shares in the last 24 months. This volume of shares sold represents approximately $21.97M in transactions. 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