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iShares MSCI USA Size Factor ETF (SIZE) Institutional Ownership

iShares MSCI USA Size Factor ETF logo
$145.02 +2.33 (+1.63%)
As of 05/2/2025 04:10 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)
25
Total
Institutional Inflows
(last 12 months)
$47.54M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$5.23M
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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
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%
2/17/2025Baird 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$728K0.2%-2.4%0.218%
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%
2/14/2025 OneDigital 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%
2/13/2025 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%
2/13/2025Wells 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%
2/10/2025 Parallel 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%
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%
1/16/2025Client 1ST Advisory Group LLC3,338$496K0.2%N/A0.148%
1/14/2025 Park Avenue Securities LLC1,986$295K0.0%N/A0.088%
11/15/2024MML 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%
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11/12/2024 Cerity 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%
10/28/2024 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%
8/16/2024Northwestern 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%
8/8/2024 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%
8/8/2024Client 1ST Advisory Group LLC3,497$481K0.2%-2.8%0.155%
7/31/2024Commonwealth Equity Services LLC2,207$304K0.0%-11.1%0.098%
7/27/2024 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%
4/12/2024 AdvisorNet 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%
2/12/2024 Parallel 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%
2/7/2024 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%
1/16/2024Raymond 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%
11/13/2023 Envestnet 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%
11/8/2023Choreo 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%
10/24/2023Raymond James Financial Services Advisors Inc.1,774$208K0.0%N/A0.070%
10/23/2023Commonwealth Equity Services LLC1,812$213K0.0%N/A0.071%
10/18/2023 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%
8/23/2023Wolverine Trading LLC1,784$217K0.0%N/A0.070%
8/14/2023Client 1ST Advisory Group LLC4,486$551K0.3%-6.8%0.176%
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8/14/2023Bison Wealth LLC5,175$635K0.1%N/A0.203%
8/11/2023PNC Financial Services Group Inc.35,912$4.41M0.0%-5.3%1.408%
8/10/2023Osaic 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%
8/9/2023Flow Traders U.S. LLC2,087$256K0.0%N/A0.082%
8/9/2023Lido Advisors LLC45,577$5.59M0.0%+9.7%1.787%
8/7/2023Keystone 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%
(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 ($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. ($6.94M), and Susquehanna International Group LLP ($5.31M).Learn more on SIZE's institutional investors.

Which institutional investors have been buying iShares MSCI USA Size Factor ETF stock?

Of the 39 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: James Reed Financial Services Inc. ($163.37K), Bank of America Corp DE ($82.25K), Principal Securities Inc. ($73.80K), Envestnet Asset Management Inc. ($27.17K), 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 453,664 shares in the last 24 months. This purchase volume represents approximately $64.54M in transactions.

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

Of the 28 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 ($60.25K), Envestnet Asset Management Inc. ($19.39K), Jane Street Group LLC ($18.49K), Lido Advisors LLC ($18.06K), Osaic Holdings Inc. ($10.80K), LPL Financial LLC ($8.20K), and James Reed Financial Services Inc. ($4.26K).

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

Institutional investors have sold a total of 154,282 shares in the last 24 months. This volume of shares sold represents approximately $19.35M in transactions.


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This page (NYSEARCA:SIZE) was last updated on 5/3/2025 by MarketBeat.com Staff
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