iShares MSCI USA Size Factor ETF (SIZE) Institutional Ownership

$184.19 -0.51 (-0.28%)

As of 10:48 AM Eastern

Number of Institutional Buyers (last 12 months): 25
Total Institutional Inflows (last 12 months): $49.00M

Number of Institutional Sellers (last 12 months): 24
Total Institutional Outflows (last 12 months): $17.95M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/24/2026	Strategic Financial Services Inc.	98,837	$17.62M	0.8%	-2.8%	4.118%
8/22/2026	TD Waterhouse Canada Inc.	1,694	$303K	0.0%	-12.7%	0.071%
7/10/2026	G&S Capital LLC	6,917	$1.23M	0.4%	+5.4%	0.288%
7/7/2026	Trinity Wealth Management LLC	99,753	$17.78M	5.6%	-10.0%	4.156%
6/3/2026	Parallel Advisors LLC	5,868	$936K	0.0%	-3.6%	0.245%
6/3/2026	NewEdge Advisors LLC	4,441	$708K	0.0%	+101.2%	0.185%
5/26/2026	Glenmede Trust Co. NA	1,000	$159K	0.0%	-23.2%	0.042%
5/19/2026	Bank of America Corp DE	510,773	$81.45M	0.0%	+1.0%	21.282%
5/14/2026	Lido Advisors LLC	103,690	$16.54M	0.1%	-5.7%	4.320%
5/13/2026	Cetera Investment Advisers	1,308	$209K	0.0%	N/A	0.055%
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5/8/2026	PNC Financial Services Group Inc.	37,333	$5.95M	0.0%	-3.9%	1.556%
5/7/2026	Parallel Advisors LLC	5,868	$936K	0.0%	-3.6%	0.245%
4/24/2026	TKG Advisors LLC	1,703	$272K	0.1%	N/A	0.071%
4/21/2026	James Reed Financial Services Inc.	163,966	$26.15M	22.6%	-2.8%	6.832%
4/17/2026	Trinity Wealth Management LLC	110,863	$17.68M	6.5%	-1.3%	4.619%
3/17/2026	Rockefeller Capital Management L.P.	74,368	$12.02M	0.0%	+1,475.3%	3.099%
2/26/2026	46 Peaks LLC	1,520	$246K	0.2%	N/A	0.063%
2/18/2026	Mercer Global Advisors Inc. ADV	6,775	$1.10M	0.0%	-23.3%	0.282%
2/17/2026	Osaic Holdings Inc.	46,420	$7.50M	0.0%	+7.6%	1.934%
2/17/2026	Royal Bank of Canada	2,917	$471K	0.0%	-3.0%	0.122%
2/16/2026	MML Investors Services LLC	1,905	$308K	0.0%	N/A	0.079%
2/13/2026	QTR Family Wealth LLC	4,371	$740K	0.3%	-4.3%	0.182%
2/13/2026	Wells Fargo & Company MN	9,686	$1.57M	0.0%	+137.5%	0.404%
2/12/2026	Jane Street Group LLC	17,000	$2.75M	0.0%	N/A	0.708%
2/12/2026	Bank of Montreal Can	1,065	$160K	0.0%	N/A	0.044%
2/11/2026	Cerity Partners LLC	5,455	$881K	0.0%	-11.1%	0.227%
2/11/2026	LPL Financial LLC	35,368	$5.71M	0.0%	-27.9%	1.474%
2/11/2026	Parallel Advisors LLC	6,088	$984K	0.0%	-3.1%	0.254%
2/10/2026	Goldman Sachs Group Inc.	67,209	$10.86M	0.0%	+31.0%	2.800%
2/10/2026	Northwestern Mutual Wealth Management Co.	1,370	$221K	0.0%	-6.7%	0.057%
2/9/2026	Strategic Financial Services Inc.	102,077	$17.17M	0.8%	-0.3%	4.253%
2/6/2026	PNC Financial Services Group Inc.	38,865	$6.28M	0.0%	-10.1%	1.619%
2/5/2026	Northwestern Mutual Wealth Management Co.	55,597	$8.98M	0.0%	+3,684.7%	2.317%
1/30/2026	Strategic Blueprint LLC	3,770	$609K	0.0%	-6.8%	0.157%
1/21/2026	Flagship Harbor Advisors LLC	184	$30K	0.0%	N/A	0.008%
1/21/2026	Signature Resources Capital Management LLC	206	$33K	0.0%	+415.0%	0.009%
1/15/2026	Trinity Wealth Management LLC	112,294	$18.14M	6.7%	+0.5%	4.679%
1/14/2026	James Reed Financial Services Inc.	168,732	$27.26M	21.8%	+3.6%	7.031%
1/5/2026	Park Avenue Securities LLC	4,616	$746K	0.0%	+41.2%	0.192%
11/17/2025	Keystone Financial Group	4,091	$658K	0.0%	-10.7%	0.178%
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11/17/2025	NewEdge Advisors LLC	2,194	$353K	0.0%	-7.0%	0.095%
11/17/2025	Susquehanna International Group LLP	12,934	$2.08M	0.0%	-67.8%	0.562%
11/17/2025	Northwestern Mutual Wealth Management Co.	1,469	$236K	0.0%	-14.9%	0.064%
11/17/2025	Mercer Global Advisors Inc. ADV	8,833	$1.42M	0.0%	-24.4%	0.384%
11/17/2025	Lido Advisors LLC	109,912	$17.67M	0.1%	+641.8%	4.779%
11/17/2025	Bank of America Corp DE	502,217	$80.75M	0.0%	+1.2%	21.836%
11/17/2025	Ameriprise Financial Inc.	57,436	$9.23M	0.0%	-1.5%	2.497%
11/14/2025	Raymond James Financial Inc.	2,072	$333K	0.0%	+112.5%	0.090%
11/14/2025	PGIM Custom Harvest LLC	2,323	$373K	0.0%	-2.8%	0.101%
11/13/2025	BNP Paribas Financial Markets	2,440	$392K	0.0%	-35.2%	0.106%
11/12/2025	Choreo LLC	1,759	$283K	0.0%	-10.2%	0.076%
11/10/2025	MAI Capital Management	585	$94K	0.0%	+13.6%	0.025%
11/7/2025	PNC Financial Services Group Inc.	43,224	$6.95M	0.0%	-10.3%	1.879%
11/5/2025	Envestnet Asset Management Inc.	72,417	$11.64M	0.0%	-14.6%	3.149%
11/4/2025	Jones Financial Companies Lllp	17,360	$2.78M	0.0%	+61.9%	0.755%
11/3/2025	TD Waterhouse Canada Inc.	2,170	$350K	0.0%	+12.6%	0.094%
10/29/2025	QTR Family Wealth LLC	4,567	$734K	0.3%	-4.6%	0.199%
10/23/2025	G&S Capital LLC	7,183	$1.16M	0.4%	-1.1%	0.312%
10/23/2025	Park Avenue Securities LLC	3,270	$526K	0.0%	+2.9%	0.142%
10/16/2025	James Reed Financial Services Inc.	162,878	$26.19M	23.5%	-2.8%	7.082%
10/15/2025	Cypress Wealth Services LLC	2,615	$420K	0.1%	+33.2%	0.114%
10/8/2025	Trinity Wealth Management LLC	111,707	$17.96M	6.7%	-2.9%	4.857%
9/4/2025	Osaic Holdings Inc.	38,825	$6M	0.0%	+17.3%	1.688%
8/15/2025	BNP Paribas Financial Markets	3,766	$582K	0.0%	+106.0%	0.164%
8/15/2025	Bank of America Corp DE	496,477	$76.73M	0.0%	+4.6%	21.586%
8/15/2025	Ameriprise Financial Inc.	58,311	$9.01M	0.0%	+4,044.3%	2.535%
8/14/2025	Raymond James Financial Inc.	975	$151K	0.0%	N/A	0.042%
8/14/2025	Cerity Partners LLC	4,876	$754K	0.0%	-4.0%	0.212%
8/13/2025	Baird Financial Group Inc.	1,899	$293K	0.0%	-6.6%	0.083%
8/13/2025	First Trust Advisors LP	1,442	$223K	0.0%	N/A	0.063%
8/13/2025	Lido Advisors LLC	14,816	$2.29M	0.0%	-22.1%	0.644%
8/13/2025	Northwestern Mutual Wealth Management Co.	1,727	$267K	0.0%	+115.1%	0.075%
8/12/2025	J.W. Cole Advisors Inc.	1,512	$234K	0.0%	+4.6%	0.066%
8/12/2025	JPMorgan Chase & Co.	8,876	$1.37M	0.0%	-0.8%	0.386%
8/8/2025	PNC Financial Services Group Inc.	48,190	$7.45M	0.0%	+3.4%	2.142%
8/6/2025	OneAscent Family Office LLC	1,397	$216K	0.2%	N/A	0.062%
8/5/2025	Atlas Private Wealth Advisors	1,538	$238K	0.0%	+5.5%	0.068%
8/1/2025	Strategic Financial Services Inc.	103,600	$16.01M	0.9%	N/A	4.604%
8/1/2025	Envestnet Asset Management Inc.	84,795	$13.10M	0.0%	-53.0%	3.769%
7/30/2025	Strategic Blueprint LLC	4,052	$626K	0.0%	-2.1%	0.180%
7/14/2025	Park Avenue Securities LLC	3,177	$491K	0.0%	N/A	0.141%
7/11/2025	Trinity Wealth Management LLC	115,036	$17.78M	7.1%	+2.3%	5.229%
7/8/2025	Parallel Advisors LLC	6,281	$971K	0.0%	-13.3%	0.286%
6/27/2025	Goldman Sachs Group Inc.	40,183	$5.84M	0.0%	-8.2%	1.827%
5/19/2025	Jane Street Group LLC	9,890	$1.44M	0.0%	+13.1%	0.450%
5/16/2025	Goldman Sachs Group Inc.	40,183	$5.84M	0.0%	-8.2%	1.827%
5/16/2025	Jones Financial Companies Lllp	5,864	$853K	0.0%	+4,999.1%	0.267%
5/16/2025	NewEdge Advisors LLC	2,350	$342K	0.0%	+3.2%	0.107%
5/15/2025	Royal Bank of Canada	3,007	$437K	0.0%	+99.5%	0.137%
5/14/2025	PGIM Custom Harvest LLC	2,390	$348K	0.0%	-35.1%	0.109%
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5/13/2025	Freestone Capital Holdings LLC	1,721	$250K	0.0%	-7.4%	0.078%
5/9/2025	PNC Financial Services Group Inc.	46,595	$6.78M	0.0%	-0.3%	2.118%
5/8/2025	Harbour Investments Inc.	710	$103K	0.0%	-26.1%	0.032%
5/7/2025	LPL Financial LLC	17,406	$2.53M	0.0%	-2.9%	0.791%
4/29/2025	Envestnet Asset Management Inc.	180,474	$26.25M	0.0%	-1.7%	8.203%
4/29/2025	Strategic Blueprint LLC	4,141	$602K	0.0%	-3.1%	0.188%
4/25/2025	G&S Capital LLC	7,288	$1.06M	0.5%	+1.9%	0.331%
4/22/2025	Cambridge Investment Research Advisors Inc.	1,691	$246K	0.0%	-5.7%	0.077%
4/17/2025	James Reed Financial Services Inc.	159,117	$23.14M	25.8%	-2.6%	7.233%
4/10/2025	Trinity Wealth Management LLC	112,453	$16.36M	7.5%	+0.5%	5.355%

SIZE Institutional Ownership - Frequently Asked Questions

During the previous two years, 63 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 ($81.45M), James Reed Financial Services Inc. ($26.15M), Trinity Wealth Management LLC ($17.78M), Strategic Financial Services Inc. ($17.62M), Lido Advisors LLC ($16.54M), Principal Securities Inc. ($13.87M), and Rockefeller Capital Management L.P. ($12.02M).Learn more on iShares MSCI USA Size Factor ETF's institutional investors.

Of the 47 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. ($169.23K), Bank of America Corp DE ($114.91K), Strategic Financial Services Inc. ($103.60K), Lido Advisors LLC ($95.10K), Rockefeller Capital Management L.P. ($69.65K), Ameriprise Financial Inc. ($56.90K), and Northwestern Mutual Wealth Management Co. ($55.05K).

Institutional investors have bought a total of 304,126 shares in the last 24 months. This purchase volume represents approximately $49.00M in transactions.

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: Susquehanna International Group LLP ($27.29K), Trinity Wealth Management LLC ($15.87K), LPL Financial LLC ($13.66K), Envestnet Asset Management Inc. ($12.38K), PNC Financial Services Group Inc. ($10.86K), James Reed Financial Services Inc. ($9.51K), and Lido Advisors LLC ($6.22K).

Institutional investors have sold a total of 110,082 shares in the last 24 months. This volume of shares sold represents approximately $17.95M in transactions.

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Institutional ownership data for NYSEARCA:SIZE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.

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iShares MSCI USA Size Factor ETF (SIZE) Institutional Ownership

SIZE Institutional Buying and Selling by Quarter

iShares MSCI USA Size Factor ETF Major Shareholders & Ownership History

SIZE Institutional Ownership - Frequently Asked Questions

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iShares MSCI USA Size Factor ETF (SIZE) Institutional Ownership

Institutional Ownership Changes (13F Filings) for iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE)

SIZE Institutional Buying and Selling by Quarter

iShares MSCI USA Size Factor ETF Major Shareholders & Ownership History

SIZE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SIZE shares?

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

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

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

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

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