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iShares MSCI USA Size Factor ETF (SIZE) Institutional Ownership

iShares MSCI USA Size Factor ETF logo
$179.69 +0.47 (+0.26%)
As of 01:01 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)
$48.13M
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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 NewEdge Advisors LLC4,564$814K0.0%+2.8%0.190%
8/24/2026 Strategic Financial Services Inc.98,837$17.62M0.8%-2.8%4.118%
8/22/2026 TD Waterhouse Canada Inc.1,694$303K0.0%-12.7%0.071%
7/10/2026 G&S Capital LLC6,917$1.23M0.4%+5.4%0.288%
7/7/2026 Trinity Wealth Management LLC99,753$17.78M5.6%-10.0%4.156%
6/3/2026 Parallel Advisors LLC5,868$936K0.0%-3.6%0.245%
6/3/2026 NewEdge Advisors LLC4,441$708K0.0%+101.2%0.185%
5/26/2026 Glenmede Trust Co. NA1,000$159K0.0%-23.2%0.042%
5/19/2026 Bank of America Corp DE510,773$81.45M0.0%+1.0%21.282%
5/14/2026 Lido Advisors LLC103,690$16.54M0.1%-5.7%4.320%
5/13/2026 Cetera Investment Advisers1,308$209K0.0%N/A0.055%
5/8/2026 PNC Financial Services Group Inc.37,333$5.95M0.0%-3.9%1.556%
5/7/2026 Parallel Advisors LLC5,868$936K0.0%-3.6%0.245%
4/24/2026 TKG Advisors LLC1,703$272K0.1%N/A0.071%
4/21/2026 James Reed Financial Services Inc.163,966$26.15M22.6%-2.8%6.832%
4/17/2026 Trinity Wealth Management LLC110,863$17.68M6.5%-1.3%4.619%
3/17/2026 Rockefeller Capital Management L.P.74,368$12.02M0.0%+1,475.3%3.099%
2/26/2026 46 Peaks LLC1,520$246K0.2%N/A0.063%
2/18/2026 Mercer Global Advisors Inc. ADV6,775$1.10M0.0%-23.3%0.282%
2/17/2026 Osaic Holdings Inc.46,420$7.50M0.0%+7.6%1.934%
2/17/2026 Royal Bank of Canada2,917$471K0.0%-3.0%0.122%
2/16/2026 MML Investors Services LLC1,905$308K0.0%N/A0.079%
2/13/2026 QTR Family Wealth LLC4,371$740K0.3%-4.3%0.182%
2/13/2026 Wells Fargo & Company MN9,686$1.57M0.0%+137.5%0.404%
2/12/2026 Jane Street Group LLC17,000$2.75M0.0%N/A0.708%
2/12/2026 Bank of Montreal Can1,065$160K0.0%N/A0.044%
2/11/2026 Cerity Partners LLC5,455$881K0.0%-11.1%0.227%
2/11/2026 LPL Financial LLC35,368$5.71M0.0%-27.9%1.474%
2/11/2026 Parallel Advisors LLC6,088$984K0.0%-3.1%0.254%
2/10/2026 Goldman Sachs Group Inc.67,209$10.86M0.0%+31.0%2.800%
2/10/2026 Northwestern Mutual Wealth Management Co.1,370$221K0.0%-6.7%0.057%
2/9/2026 Strategic Financial Services Inc.102,077$17.17M0.8%-0.3%4.253%
2/6/2026 PNC Financial Services Group Inc.38,865$6.28M0.0%-10.1%1.619%
2/5/2026 Northwestern Mutual Wealth Management Co.55,597$8.98M0.0%+3,684.7%2.317%
1/30/2026 Strategic Blueprint LLC3,770$609K0.0%-6.8%0.157%
1/21/2026 Flagship Harbor Advisors LLC184$30K0.0%N/A0.008%
1/21/2026 Signature Resources Capital Management LLC206$33K0.0%+415.0%0.009%
1/15/2026 Trinity Wealth Management LLC112,294$18.14M6.7%+0.5%4.679%
1/14/2026 James Reed Financial Services Inc.168,732$27.26M21.8%+3.6%7.031%
1/5/2026 Park Avenue Securities LLC4,616$746K0.0%+41.2%0.192%
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11/17/2025 Keystone Financial Group4,091$658K0.0%-10.7%0.178%
11/17/2025 NewEdge Advisors LLC2,194$353K0.0%-7.0%0.095%
11/17/2025 Susquehanna International Group LLP12,934$2.08M0.0%-67.8%0.562%
11/17/2025 Northwestern Mutual Wealth Management Co.1,469$236K0.0%-14.9%0.064%
11/17/2025 Mercer Global Advisors Inc. ADV8,833$1.42M0.0%-24.4%0.384%
11/17/2025 Lido Advisors LLC109,912$17.67M0.1%+641.8%4.779%
11/17/2025 Bank of America Corp DE502,217$80.75M0.0%+1.2%21.836%
11/17/2025 Ameriprise Financial Inc.57,436$9.23M0.0%-1.5%2.497%
11/14/2025 Raymond James Financial Inc.2,072$333K0.0%+112.5%0.090%
11/14/2025 PGIM Custom Harvest LLC2,323$373K0.0%-2.8%0.101%
11/13/2025 BNP Paribas Financial Markets2,440$392K0.0%-35.2%0.106%
11/12/2025 Choreo LLC1,759$283K0.0%-10.2%0.076%
11/10/2025 MAI Capital Management585$94K0.0%+13.6%0.025%
11/7/2025 PNC Financial Services Group Inc.43,224$6.95M0.0%-10.3%1.879%
11/5/2025 Envestnet Asset Management Inc.72,417$11.64M0.0%-14.6%3.149%
11/4/2025 Jones Financial Companies Lllp17,360$2.78M0.0%+61.9%0.755%
11/3/2025 TD Waterhouse Canada Inc.2,170$350K0.0%+12.6%0.094%
10/29/2025 QTR Family Wealth LLC4,567$734K0.3%-4.6%0.199%
10/23/2025 G&S Capital LLC7,183$1.16M0.4%-1.1%0.312%
10/23/2025 Park Avenue Securities LLC3,270$526K0.0%+2.9%0.142%
10/16/2025 James Reed Financial Services Inc.162,878$26.19M23.5%-2.8%7.082%
10/15/2025 Cypress Wealth Services LLC2,615$420K0.1%+33.2%0.114%
10/8/2025 Trinity Wealth Management LLC111,707$17.96M6.7%-2.9%4.857%
9/4/2025 Osaic Holdings Inc.38,825$6M0.0%+17.3%1.688%
8/15/2025 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%
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%
5/19/2025Jane 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%
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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%


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 298,519 shares in the last 24 months. This purchase volume represents approximately $48.13M 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.


Related Companies

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 9/9/2026. New 13F filings are added each quarter as they're published.
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