Free Trial
Final Hours! Save $100 on MarketBeat All Access Before 11:59 PM
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Lock In $149 Tonight
Claim MarketBeat All Access Sale Promotion

iShares MSCI USA Size Factor ETF (SIZE) Institutional Ownership

iShares MSCI USA Size Factor ETF logo
$173.92 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$78.96M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$31.51M
Get SIZE Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares MSCI USA Size Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SIZE Institutional Buying and Selling by Quarter

iShares MSCI USA Size Factor ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
Before you buy SpaceX shares, consider this alternative approach (Ad)

SpaceX has confidentially filed for an IPO with the SEC, targeting a June 2026 listing at a valuation exceeding $1.75 trillion - potentially the largest IPO in history. But one expert says buying shares directly may not be the smartest move. There is a lesser-known way to tap into this windfall that most investors haven't considered.tc pixel

Discover the overlooked SpaceX IPO strategy before the June listing
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%
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%
Your book is inside (Ad)

The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.tc pixel

Download your copy now.
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%


SIZE Institutional Ownership - Frequently Asked Questions

During the previous two years, 62 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 498,153 shares in the last 24 months. This purchase volume represents approximately $78.96M 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 200,261 shares in the last 24 months. This volume of shares sold represents approximately $31.51M in transactions.


Related Companies

This page (NYSEARCA:SIZE) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel