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iShares MSCI USA Size Factor ETF (SIZE) Institutional Ownership

iShares MSCI USA Size Factor ETF logo
$180.66 +2.59 (+1.45%)
As of 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)
32
Total
Institutional Inflows
(last 12 months)
$79.32M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$31.07M
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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
6/3/2026Parallel Advisors LLC5,868$936K0.0%-3.6%0.245%
6/3/2026NewEdge Advisors LLC4,441$708K0.0%+101.2%0.185%
5/26/2026Glenmede Trust Co. NA1,000$159K0.0%-23.2%0.042%
5/19/2026Bank of America Corp DE510,773$81.45M0.0%+1.0%21.282%
5/14/2026Lido Advisors LLC103,690$16.54M0.1%-5.7%4.320%
5/13/2026Cetera Investment Advisers1,308$209K0.0%N/A0.055%
5/8/2026PNC Financial Services Group Inc.37,333$5.95M0.0%-3.9%1.556%
5/7/2026Parallel Advisors LLC5,868$936K0.0%-3.6%0.245%
4/24/2026TKG Advisors LLC1,703$272K0.1%N/A0.071%
4/21/2026James Reed Financial Services Inc.163,966$26.15M22.6%-2.8%6.832%
4/17/2026Trinity Wealth Management LLC110,863$17.68M6.5%-1.3%4.619%
3/17/2026Rockefeller Capital Management L.P.74,368$12.02M0.0%+1,475.3%3.099%
2/26/202646 Peaks LLC1,520$246K0.2%N/A0.063%
2/18/2026Mercer Global Advisors Inc. ADV6,775$1.10M0.0%-23.3%0.282%
2/17/2026Osaic Holdings Inc.46,420$7.50M0.0%+7.6%1.934%
2/17/2026Royal Bank of Canada2,917$471K0.0%-3.0%0.122%
2/16/2026MML Investors Services LLC1,905$308K0.0%N/A0.079%
2/13/2026QTR Family Wealth LLC4,371$740K0.3%-4.3%0.182%
2/13/2026Wells Fargo & Company MN9,686$1.57M0.0%+137.5%0.404%
2/12/2026Jane Street Group LLC17,000$2.75M0.0%N/A0.708%
2/12/2026Bank of Montreal Can1,065$160K0.0%N/A0.044%
2/11/2026Cerity Partners LLC5,455$881K0.0%-11.1%0.227%
2/11/2026LPL Financial LLC35,368$5.71M0.0%-27.9%1.474%
2/11/2026Parallel Advisors LLC6,088$984K0.0%-3.1%0.254%
2/10/2026Goldman Sachs Group Inc.67,209$10.86M0.0%+31.0%2.800%
2/10/2026Northwestern Mutual Wealth Management Co.1,370$221K0.0%-6.7%0.057%
2/9/2026Strategic Financial Services Inc.102,077$17.17M0.8%-0.3%4.253%
2/6/2026PNC Financial Services Group Inc.38,865$6.28M0.0%-10.1%1.619%
2/5/2026Northwestern Mutual Wealth Management Co.55,597$8.98M0.0%+3,684.7%2.317%
1/30/2026Strategic Blueprint LLC3,770$609K0.0%-6.8%0.157%
1/21/2026Flagship Harbor Advisors LLC184$30K0.0%N/A0.008%
1/21/2026Signature Resources Capital Management LLC206$33K0.0%+415.0%0.009%
1/15/2026Trinity Wealth Management LLC112,294$18.14M6.7%+0.5%4.679%
1/14/2026James Reed Financial Services Inc.168,732$27.26M21.8%+3.6%7.031%
1/5/2026Park Avenue Securities LLC4,616$746K0.0%+41.2%0.192%
11/17/2025Keystone Financial Group4,091$658K0.0%-10.7%0.178%
11/17/2025NewEdge Advisors LLC2,194$353K0.0%-7.0%0.095%
11/17/2025Susquehanna International Group LLP12,934$2.08M0.0%-67.8%0.562%
11/17/2025Northwestern Mutual Wealth Management Co.1,469$236K0.0%-14.9%0.064%
11/17/2025Mercer Global Advisors Inc. ADV8,833$1.42M0.0%-24.4%0.384%
Trump's gold order: the announcement they won't put on the front page (Ad)

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11/17/2025Lido Advisors LLC109,912$17.67M0.1%+641.8%4.779%
11/17/2025Bank of America Corp DE502,217$80.75M0.0%+1.2%21.836%
11/17/2025Ameriprise Financial Inc.57,436$9.23M0.0%-1.5%2.497%
11/14/2025Raymond James Financial Inc.2,072$333K0.0%+112.5%0.090%
11/14/2025PGIM Custom Harvest LLC2,323$373K0.0%-2.8%0.101%
11/13/2025BNP Paribas Financial Markets2,440$392K0.0%-35.2%0.106%
11/12/2025Choreo LLC1,759$283K0.0%-10.2%0.076%
11/10/2025MAI Capital Management585$94K0.0%+13.6%0.025%
11/7/2025PNC Financial Services Group Inc.43,224$6.95M0.0%-10.3%1.879%
11/5/2025Envestnet Asset Management Inc.72,417$11.64M0.0%-14.6%3.149%
11/4/2025Jones Financial Companies Lllp17,360$2.78M0.0%+61.9%0.755%
11/3/2025TD Waterhouse Canada Inc.2,170$350K0.0%+12.6%0.094%
10/29/2025QTR Family Wealth LLC4,567$734K0.3%-4.6%0.199%
10/23/2025G&S Capital LLC7,183$1.16M0.4%-1.1%0.312%
10/23/2025Park Avenue Securities LLC3,270$526K0.0%+2.9%0.142%
10/16/2025James Reed Financial Services Inc.162,878$26.19M23.5%-2.8%7.082%
10/15/2025Cypress Wealth Services LLC2,615$420K0.1%+33.2%0.114%
10/8/2025Trinity Wealth Management LLC111,707$17.96M6.7%-2.9%4.857%
9/4/2025Osaic Holdings Inc.38,825$6M0.0%+17.3%1.688%
8/15/2025BNP Paribas Financial Markets3,766$582K0.0%+106.0%0.164%
8/15/2025Bank of America Corp DE496,477$76.73M0.0%+4.6%21.586%
8/15/2025Ameriprise Financial Inc.58,311$9.01M0.0%+4,044.3%2.535%
8/14/2025Raymond James Financial Inc.975$151K0.0%N/A0.042%
8/14/2025Cerity Partners LLC4,876$754K0.0%-4.0%0.212%
8/13/2025Baird Financial Group Inc.1,899$293K0.0%-6.6%0.083%
8/13/2025First Trust Advisors LP1,442$223K0.0%N/A0.063%
8/13/2025Lido Advisors LLC14,816$2.29M0.0%-22.1%0.644%
8/13/2025Northwestern Mutual Wealth Management Co.1,727$267K0.0%+115.1%0.075%
8/12/2025J.W. Cole Advisors Inc.1,512$234K0.0%+4.6%0.066%
8/12/2025JPMorgan Chase & Co.8,876$1.37M0.0%-0.8%0.386%
8/8/2025PNC Financial Services Group Inc.48,190$7.45M0.0%+3.4%2.142%
8/6/2025OneAscent Family Office LLC1,397$216K0.2%N/A0.062%
8/5/2025Atlas Private Wealth Advisors1,538$238K0.0%+5.5%0.068%
8/1/2025Strategic Financial Services Inc.103,600$16.01M0.9%N/A4.604%
8/1/2025Envestnet Asset Management Inc.84,795$13.10M0.0%-53.0%3.769%
7/30/2025Strategic Blueprint LLC4,052$626K0.0%-2.1%0.180%
7/14/2025Park Avenue Securities LLC3,177$491K0.0%N/A0.141%
7/11/2025Trinity Wealth Management LLC115,036$17.78M7.1%+2.3%5.229%
7/8/2025Parallel Advisors LLC6,281$971K0.0%-13.3%0.286%
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%
Amazon, Google, Meta, and Microsoft just committed $700 billion (Ad)

Amazon, Google, Meta, and Microsoft have committed $700 billion to AI infrastructure in 2026 alone - more than the entire dot-com buildout combined. When Zuckerberg told investors 'we want to make sure we're not underinvesting,' veteran Wall Street analyst Chris Rowe says that wasn't a growth pitch - it was fear. That money flows downstream through chipmakers, network builders, and small data infrastructure companies most investors have never heard of. Rowe spent 30 years tracking institutional money before it moves, and he says this spending won't stop regardless of market conditions - none of these four can afford to be the one who blinked.tc pixel

See Chris Rowe's full breakdown of where this money is headed
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%


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 ($17.68M), Strategic Financial Services Inc. ($17.17M), 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 48 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 500,387 shares in the last 24 months. This purchase volume represents approximately $79.32M in transactions.

Of the 25 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. ($108.06K), Susquehanna International Group LLP ($27.29K), LPL Financial LLC ($13.66K), PNC Financial Services Group Inc. ($10.86K), Lido Advisors LLC ($10.44K), James Reed Financial Services Inc. ($9.51K), and Mercer Global Advisors Inc. ADV ($4.91K).

Institutional investors have sold a total of 197,190 shares in the last 24 months. This volume of shares sold represents approximately $31.07M in transactions.


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This page (NYSEARCA:SIZE) was last updated on 7/6/2026 by MarketBeat.com Staff.
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