Who Owns iShares MSCI USA Size Factor ETF (SIZE)?Hedge Fund & Institutional Holders

$160.20-1.63 (-1.01%)Financial ServicesNYSE_ARCA

Institutional Holders

65

as of QNaN NaN

Total Institutional Value

$236.4T

% of Float Held

QoQ Change in Holders

+65 / -0

Price History

$128.15$138.49$148.82$159.16$169.50Sep 24Jun 25Mar 26

SIZE — Biggest Institutional Buyers This Quarter

FundShares AddedValue% of Portfolio
BANK OF AMERICA CORP /DE/New475K$69.0T5.58%
BlackRock, Inc.New363K$52.7T1.11%
ENVESTNET ASSET MANAGEMENT INCNew180K$26.2T8.46%
James Reed Financial Services, Inc.New159K$23.1T25.79%
Trinity Wealth Management, LLCNew112K$16.4T7.47%
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew48K$6.9T1.18%
PNC FINANCIAL SERVICES GROUP, INC.New47K$6.8T3.55%
GOLDMAN SACHS GROUP INCNew40K$5.8T0.95%
OSAIC HOLDINGS, INC.New33K$4.8T10.73%
MORGAN STANLEYNew24K$3.5T0.25%
Lido Advisors, LLCNew19K$2.8T12.46%
LPL Financial LLCNew17K$2.5T0.98%
MERCER GLOBAL ADVISORS INC /ADVNew12K$1.8T4.13%
JANE STREET GROUP, LLCNew10K$1.4T0.36%
G&S Capital LLCNew7K$1.1T0.45%

Top Institutional Holders(QNaN NaN)

#FundSharesValue% of PortfolioQoQ Share Change
1BANK OF AMERICA CORP /DE/474,541$69.0T5.58%New
2BlackRock, Inc.362,652$52.7T1.11%New
3ENVESTNET ASSET MANAGEMENT INC180,474$26.2T8.46%New
4James Reed Financial Services, Inc.159,117$23.1T25.79%New
5Trinity Wealth Management, LLC112,453$16.4T7.47%New
6SUSQUEHANNA INTERNATIONAL GROUP, LLP47,518$6.9T1.18%New
7PNC FINANCIAL SERVICES GROUP, INC.46,595$6.8T3.55%New
8GOLDMAN SACHS GROUP INC40,183$5.8T0.95%New
9OSAIC HOLDINGS, INC.33,095$4.8T10.73%New
10MORGAN STANLEY24,378$3.5T0.25%New
11Lido Advisors, LLC19,031$2.8T12.46%New
12LPL Financial LLC17,406$2.5T0.98%New
13MERCER GLOBAL ADVISORS INC /ADV12,384$1.8T4.13%New
14JANE STREET GROUP, LLC9,890$1.4T0.36%New
15G&S Capital LLC7,288$1.1T0.45%New
16Parallel Advisors, LLC7,241$1.1T0.02%New
17SAGESPRING WEALTH PARTNERS, LLC5,834$848.5B0.02%New
18Cerity Partners LLC5,078$738.5B1.50%New
19QTR Family Wealth, LLC4,832$702.7B0.53%New
20Strategic Blueprint, LLC4,141$602.3B0.03%New
21CITADEL ADVISORS LLC4,137$601.7B0.11%New
22Keystone Financial Group4,091$595.0B0.06%New
23BCGM Wealth Management, LLC3,965$576.7B0.18%New
24CLIENT 1ST ADVISORY GROUP, LLC3,338$485.5B0.19%New
25WELLS FARGO & COMPANY/MN3,146$457.5B0.10%New
26ROYAL BANK OF CANADA3,007$437.0B0.09%New
27Sunbelt Securities, Inc.2,756$400.9B0.04%New
28COMMONWEALTH EQUITY SERVICES, LLC2,747$400.0B0.57%New
29Mariner, LLC2,750$400.0B0.67%New
30NewEdge Advisors, LLC2,350$341.8B2.03%New
31Baird Financial Group, Inc.2,033$295.7B0.57%New
32CHOREO, LLC1,972$286.8B4.45%New
33TKG Advisors, LLC1,936$281.5B0.14%New
34Freestone Capital Holdings, LLC1,721$250.3B0.01%New
35Atlas Private Wealth Advisors1,458$212.1B0.03%New
36J.W. COLE ADVISORS, INC.1,445$210.2B0.01%New
37AMERIPRISE FINANCIAL INC1,407$204.6B0.06%New
38UBS Group AG976$141.9B0.03%New
39Icon Wealth Advisors, LLC842$122.5B0.01%New
40Capital Investment Advisory Services, LLC814$118.4B0.01%New
41JONES FINANCIAL COMPANIES LLLP5,864$117.8B0.11%New
42NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO803$116.8B0.10%New
43HARBOUR INVESTMENTS, INC.710$103.3B0.00%New
44MAI Capital Management515$74.9B0.56%New
45Farther Finance Advisors, LLC369$53.7B0.00%New
46CoreCap Advisors, LLC272$39.6B0.00%New
47FIFTH THIRD BANCORP200$29.1B0.11%New
48FSC Wealth Advisors, LLC117$17.1B0.01%New
49PRINCIPAL SECURITIES, INC.93,384$13.9B0.31%New
50US BANCORP \DE\65$9.5B0.01%New

Similar Stocks by Institutional Ownership

As of QNaN NaN, 65 institutional investors hold SIZE (iShares MSCI USA Size Factor ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $69.0T in shares. This quarter, 65 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own SIZE?

As of QNaN NaN, 65 institutional investors report holding SIZE (iShares MSCI USA Size Factor ETF) in their 13F filings.

Who is the largest institutional holder of SIZE?

The largest institutional holder of SIZE is BANK OF AMERICA CORP /DE/ with $69.0T in shares.

Is institutional ownership of SIZE increasing or decreasing?

This quarter, 65 institutions opened new positions in SIZE and 0 closed their positions.