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iShares MSCI USA Size Factor ETF (SIZE) Institutional Ownership

iShares MSCI USA Size Factor ETF logo
$157.15 +0.60 (+0.38%)
As of 07/3/2025 05:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$48.77M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$6.61M
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SIZE Institutional Buying and Selling by Quarter

iShares MSCI USA Size Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman Sachs Group Inc.40,183$5.84M0.0%-8.2%1.827%
5/19/2025Jane Street Group LLC9,890$1.44M0.0%+13.1%0.450%
5/16/2025Goldman Sachs Group Inc.40,183$5.84M0.0%-8.2%1.827%
5/16/2025Jones Financial Companies Lllp5,864$853K0.0%+4,999.1%0.267%
5/16/2025NewEdge Advisors LLC2,350$342K0.0%+3.2%0.107%
5/15/2025Royal Bank of Canada3,007$437K0.0%+99.5%0.137%
5/14/2025PGIM Custom Harvest LLC2,390$348K0.0%-35.1%0.109%
5/13/2025Freestone Capital Holdings LLC1,721$250K0.0%-7.4%0.078%
5/9/2025PNC Financial Services Group Inc.46,595$6.78M0.0%-0.3%2.118%
5/8/2025Harbour Investments Inc.710$103K0.0%-26.1%0.032%
5/7/2025LPL Financial LLC17,406$2.53M0.0%-2.9%0.791%
4/29/2025Envestnet Asset Management Inc.180,474$26.25M0.0%-1.7%8.203%
4/29/2025Strategic Blueprint LLC4,141$602K0.0%-3.1%0.188%
4/25/2025G&S Capital LLC7,288$1.06M0.5%+1.9%0.331%
4/22/2025Cambridge Investment Research Advisors Inc.1,691$246K0.0%-5.7%0.077%
4/17/2025James Reed Financial Services Inc.159,117$23.14M25.8%-2.6%7.233%
4/10/2025Trinity Wealth Management LLC112,453$16.36M7.5%+0.5%5.355%
4/8/2025Parallel Advisors LLC7,241$1.05M0.0%-8.7%0.345%
2/18/2025Sunbelt Securities Inc.2,781$412K0.0%-2.5%0.124%
2/17/2025Baird Financial Group Inc.2,049$304K0.0%-7.2%0.091%
2/17/2025Bank of America Corp DE423,759$62.93M0.0%+24.1%18.834%
2/14/2025Mercer Global Advisors Inc. ADV12,462$1.85M0.0%-3.3%0.554%
2/14/2025Jane Street Group LLC8,746$1.30M0.0%-67.9%0.389%
2/14/2025Bison Wealth LLC4,901$728K0.1%-2.4%0.223%
2/14/2025Lido Advisors LLC17,327$2.57M0.0%-12.2%0.770%
2/14/2025Susquehanna International Group LLP35,735$5.31M0.0%+54.4%1.588%
2/14/2025OneDigital Investment Advisors LLC1,890$281K0.0%+21.6%0.084%
2/14/2025TD Waterhouse Canada Inc.1,334$197K0.0%+27.4%0.059%
2/13/2025Keystone Financial Group4,582$682K0.1%N/A0.204%
2/13/2025Sagespring Wealth Partners LLC5,834$866K0.0%N/A0.259%
2/13/2025Cerity Partners LLC5,102$758K0.0%+16.6%0.227%
2/13/2025Envestnet Asset Management Inc.183,524$27.25M0.0%+0.5%8.157%
2/13/2025Wells Fargo & Company MN3,030$450K0.0%+9.0%0.135%
2/12/2025OneAscent Financial Services LLC1,397$207K0.0%N/A0.062%
2/12/2025JPMorgan Chase & Co.9,136$1.36M0.0%+191.8%0.406%
2/11/2025LPL Financial LLC17,922$2.66M0.0%-11.3%0.797%
2/10/2025Parallel Advisors LLC7,933$1.18M0.0%-5.4%0.353%
2/10/2025Commonwealth Equity Services LLC3,102$461K0.0%+40.1%0.138%
2/7/2025PNC Financial Services Group Inc.46,735$6.94M0.0%+2.6%2.077%
2/6/2025Freestone Capital Holdings LLC1,858$276K0.0%-4.6%0.083%
Trump's ticking time bomb (Ad)

A looming tariff deadline on July 9th could be the spark — but what’s buried inside a recent White House document might be the real trigger. One market expert who predicted major collapses in 2008 is now warning of a second, far more explosive directive tied to America’s most vital resource. If he’s right, it could set off a financial shock unlike anything we’ve seen in decades.

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2/6/2025James Reed Financial Services Inc.163,373$24.26M25.3%N/A7.261%
1/30/2025Principal Securities Inc.93,384$13.87M0.3%+2.9%4.150%
1/30/2025G&S Capital LLC7,154$1.06M0.4%-2.7%0.318%
1/24/2025Trinity Wealth Management LLC111,921$16.62M7.5%+2.2%4.974%
1/23/2025Capital Investment Advisory Services LLC822$122K0.0%-10.6%0.037%
1/21/2025Atlas Private Wealth Advisors1,446$215K0.0%N/A0.064%
1/16/2025Client 1ST Advisory Group LLC3,338$496K0.2%N/A0.148%
1/14/2025Park Avenue Securities LLC1,986$295K0.0%N/A0.088%
11/15/2024MML Investors Services LLC4,286$638K0.0%+40.0%0.190%
11/15/2024Jane Street Group LLC27,239$4.05M0.0%+14.2%1.211%
11/14/2024Flow Traders U.S. LLC1,438$214K0.0%N/A0.064%
11/12/2024Cerity Partners LLC4,374$651K0.0%-3.5%0.194%
11/12/2024Icon Wealth Advisors LLC3,848$573K0.0%+306.3%0.171%
11/8/2024PNC Financial Services Group Inc.45,540$6.78M0.0%+6.4%2.024%
11/6/2024BCGM Wealth Management LLC3,978$592K0.2%-3.6%0.177%
10/28/2024Principal Securities Inc.90,770$13.51M0.3%+2.0%4.034%
10/19/2024Trinity Wealth Management LLC109,522$16.30M7.5%+1.5%4.868%
8/16/2024Sunbelt Securities Inc.2,885$397K0.0%+74.0%0.128%
8/16/2024Northwestern Mutual Wealth Management Co.1,528$210K0.0%-13.1%0.068%
8/12/2024Mercer Global Advisors Inc. ADV13,255$1.82M0.0%-3.8%0.589%
8/8/2024Envestnet Asset Management Inc.182,038$25.04M0.0%+6.4%8.091%
8/8/2024Parallel Advisors LLC8,596$1.18M0.0%-6.7%0.382%
8/8/2024Client 1ST Advisory Group LLC3,497$481K0.2%-2.8%0.155%
7/31/2024Commonwealth Equity Services LLC2,207$304K0.0%-11.1%0.098%
7/27/2024Strategic Blueprint LLC4,275$588K0.0%-9.3%0.190%
7/16/2024Trinity Wealth Management LLC107,915$14.84M7.4%+0.7%4.796%
4/23/2024Fifth Third Bancorp200$28K0.0%-74.2%0.008%
4/23/2024Strategic Blueprint LLC4,713$671K0.0%-8.6%0.189%
4/15/2024G&S Capital LLC8,494$1.21M0.5%+1.4%0.340%
4/15/2024Sunbelt Securities Inc.1,658$236K0.0%N/A0.066%
4/12/2024AdvisorNet Financial Inc1,205$171K0.0%-6.4%0.047%
3/22/2024PNC Financial Services Group Inc.36,911$4.87M0.0%+4.2%1.447%
2/12/2024Parallel Advisors LLC9,258$1.22M0.0%-13.3%0.363%
2/12/2024Hilltop Holdings Inc.8,664$1.14M0.1%N/A0.340%
2/9/2024PNC Financial Services Group Inc.36,911$4.87M0.0%+4.2%1.447%
2/8/2024BCGM Wealth Management LLC4,185$552K0.2%+31.3%0.164%
2/7/2024Principal Securities Inc.69,383$9.15M0.3%N/A2.721%
2/1/2024Capital Investment Advisory Services LLC919$121K0.0%-7.7%0.036%
2/1/2024CWM LLC1,433$189K0.0%+49.1%0.056%
1/29/2024Baystate Wealth Management LLC197$26K0.0%-33.0%0.008%
1/29/2024G&S Capital LLC8,373$1.10M0.5%-5.7%0.328%
1/25/2024MA Private Wealth2,267$299K0.1%-29.6%0.089%
1/25/2024Strategic Blueprint LLC5,154$680K0.1%-10.1%0.202%
1/19/2024Fifth Third Bancorp775$102K0.0%-11.7%0.030%
1/17/2024Courier Capital LLC1,700$224K0.0%N/A0.067%
1/16/2024Raymond James Financial Services Advisors Inc.1,907$252K0.0%+7.5%0.075%
11/15/2023Lido Advisors LLC29,929$3.51M0.0%-34.3%1.174%
11/13/2023Bison Wealth LLC5,055$593K0.1%-2.3%0.198%
11/13/2023Envestnet Asset Management Inc.171,958$20.18M0.0%-8.7%6.743%
11/13/2023PNC Financial Services Group Inc.35,426$4.16M0.0%-1.4%1.389%
Trump's ticking time bomb (Ad)

A looming tariff deadline on July 9th could be the spark — but what’s buried inside a recent White House document might be the real trigger. One market expert who predicted major collapses in 2008 is now warning of a second, far more explosive directive tied to America’s most vital resource. If he’s right, it could set off a financial shock unlike anything we’ve seen in decades.

See his urgent July 9th forecast here
11/8/2023Choreo LLC2,018$238K0.0%+9.2%0.079%
11/8/2023Spire Wealth Management804$94K0.0%N/A0.032%
11/2/2023TKG Advisors LLC2,021$237K0.2%-6.1%0.079%
10/27/2023MA Private Wealth3,218$378K0.1%-94.5%0.126%
10/24/2023Raymond James Financial Services Advisors Inc.1,774$208K0.0%N/A0.070%
10/23/2023Commonwealth Equity Services LLC1,812$213K0.0%N/A0.071%
10/18/2023Strategic Blueprint LLC5,733$673K0.1%-5.1%0.225%
10/11/2023CWM LLC961$113K0.0%+452.3%0.038%
10/11/2023Trinity Wealth Management LLC107,041$12.56M7.8%+0.5%4.198%
8/23/2023Wolverine Trading LLC1,784$217K0.0%N/A0.070%
(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, 58 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 ($62.93M), Envestnet Asset Management Inc. ($26.25M), James Reed Financial Services Inc. ($23.14M), Trinity Wealth Management LLC ($16.36M), Principal Securities Inc. ($13.87M), PNC Financial Services Group Inc. ($6.78M), and Goldman Sachs Group Inc. ($5.84M).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 41 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 ($82.25K), Principal Securities Inc. ($73.80K), Envestnet Asset Management Inc. ($19.41K), Susquehanna International Group LLP ($12.59K), Trinity Wealth Management LLC ($9.08K), and Keystone Financial Group ($8.96K).

How much institutional buying is happening at iShares MSCI USA Size Factor ETF?

Institutional investors have bought a total of 329,557 shares in the last 24 months. This purchase volume represents approximately $48.77M in transactions.

Which of iShares MSCI USA Size Factor ETF's major shareholders have been selling company stock?

Of the 24 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: Jane Street Group LLC ($18.49K), Goldman Sachs Group Inc. ($7.19K), James Reed Financial Services Inc. ($4.26K), Envestnet Asset Management Inc. ($3.05K), LPL Financial LLC ($2.80K), Lido Advisors LLC ($2.41K), and Parallel Advisors LLC ($1.76K).

How much institutional selling is happening at iShares MSCI USA Size Factor ETF?

Institutional investors have sold a total of 45,065 shares in the last 24 months. This volume of shares sold represents approximately $6.61M in transactions.


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This page (NYSEARCA:SIZE) was last updated on 7/6/2025 by MarketBeat.com Staff
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